Balas Subramanyan · Aryant Capital
partialEV segment focus and margins
the EV charging so there basically EV charging stations so we are working out in terms of some of the uh assembly sub assemblies which goes into the electric charging stations
CYIENTDLM / Q2-FY26 / claim-ledger
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Cyient DLM · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Balas Subramanyan · Aryant Capital
evasiveAltech profitability timeline and synergies
some of our existing customers we have submitted some of the quotes and they are in the positive uh direction. We will be affecting some of those orders will be coming in this quarter
Balas Subramanyan · Aryant Capital
partialBuild-to-spec scaling factors and timeline to 15%
I think uh the contribution going to the number what you said will take lot of time. Okay. But what we have currently is the contribution I mean whatever the share of the business the BTS so it will increase in FI27
Balas Subramanyan · Aryant Capital
evasiveDefense order delays and new program visibility
So right now I think we are still working out with the customer uh whom we worked in the past. So still they did not get their orders from the Indian MOD. So we are just working with them.
Pravin Sahai · PL Capital
directMargin improvement despite lower high-margin segment contribution
No, I think most of the businesses are quite homogeneous. I think the margin profiles across the industries that we have have are quite comparable.
Pravin Sahai · PL Capital
directReason for standalone business 40% decline
That's completely because of that one particular order only. There's no other event leading to that.
Pravin Sahai · PL Capital
directExecution timeline of Q1 order intake
Yeah, the Q1 order intake will be executed over this Q2, Q3, Q4. That's what we said around 50% of that order of the $60 million will be executed between Q2 to Q4.
Summit SA · Mquari
evasiveAltech underperformance, tariff impact, and B2S investments
So on um on the historic so what know what I think for some of our customers we're also working out with them in terms of executing some of the work from alte okay so we we are just working with them
Vipra Shastav · Philip Capital
evasiveReason for increase in customer advances
No, I mean we constantly look for opportunities to seek advances from our customers. It's not unique and specific to one different customer that we had.
Bhavik Ma · JP Morgan
directOrder book duration and conversion to revenue
I think the one which means some of the orders most of the orders are 18 months to 24 months and where wherever we have the B2S orders which we just said there that is initially the design work
Bhavik Ma · JP Morgan
partialOrder book split by verticals
I think it's quite similar to our current revenue mix I don't see we don't see any significant shift in the composition of the order compared to our current mix today the only addition is the about 20% of the orders are coming in from the built to spec
Adira Singh · Amus Capital
declinedOrder book execution in next two quarters
No, we will not be able to provide that specific number because that would then amount to giving the guidance guidance on the revenue itself.