Cyient · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
58%
Numeric claims
2
Consistency
mixed
Question ledger
Bhavik Meta · JP Morgan
evasiveour direct exposure to waste Asia business is not significant. However we do work with some tier one EPC and companies which service the energy market and that is more of a project based exposure. So it's difficult to assess in terms of exact number but you can consider that it's not a significant portion of our business overall.
Bhavik Meta · JP Morgan
declinedUnfortunately I just say it's a very big transformative acquisition. It wouldn't be fair with all the NDAs in place to talk about any specifics because that will give away too much detail.
Bhavik Meta · JP Morgan
directWe won't dilute more than maybe 10 12% of the equity to start with and then depending on how the business evolves and the capital needs we'll look at it but the first equity raise won't be more than 10 12%.
Manish Agarwal · Trade Swift Group
partialit was not a pipeline conversion issue. It was an issue of three key customers delaying their start of program. ... our converted order intake or order book gets consumed to the extent of 75% within the first 9 months.
Manish Agarwal · Trade Swift Group
directthe fund raise is for science semiconductor ... the buyback is really because in science looking at our capital requirements ... the board felt that it was a good time to do a buyback ... we want to establish an independent value because we believe there is a huge value unlock in science semiconductor.
Moes Chandani · Ambit
partialwe definitely would want to bring it back to as close as flat for next quarter ... that is what we are working towards.
Moes Chandani · Ambit
partialwe will get to a hundred million kind run rate at least or hundred million kind of a number for this year. ... margins for the year will still be negative just because we are building the product portfolio.
Moes Chandani · Ambit
directwe are aspiring for mid to high single-digit organic growth year-over-year. ... From a margin perspective, yes, we maintain the same. ... we do want to commit to the fact that we are still working towards those numbers and achieving those numbers.
Madur Rati · CCIPL
partialif we are aspiring towards a 15% EBIT now by Q4 of FI that will translate almost 17 and a half% EBITDA anyway right so that's the goal we are working towards. ... we will try and get there by Q4 of FI27.
Madur Rati · CCIPL
partialfrom a dilution perspective we will keep it in the 10% range to start with ... in terms of what percentage of science market cap now that's for our investors to determine ... our understanding or expectation is best case that it's a marginal value or a zero value but in reality the value is much higher.
Rajas Jooshi · Chris Capital
partialwe had a 23% growth in order intake over previous year. ... a significant portion of that growth came in Q4 ... quite a few of them were longer term as in 2 three years consolidation deals across various segments like aerospace, rail, connectivity.
Rajas Jooshi · Chris Capital
directwe have a bunch of levers ... on the revenue side, price hikes ... on the cost side, delivering the same revenue using automation, AI ... a program we are running on to cut costs in administrative expenses ... tailwinds from forex etc.
