Cyient DLM · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
29%
Numeric claims
0
Consistency
—
Question ledger
VBO Mishra · Film Investor
directthe challenge I mean the headwind what we had is one is the west Asia war impact. So because of that the materials got delayed... we also had um other headwinds in terms of u the Israelis uh where we are working some of the mean some of the programs defense programs uh we could not get some of the approvals clearances
VBO Mishra · Film Investor
evasiveI think the revenue I think we are not giving any of the guidance right now on the revenue side but we definitely I mean whatever FIA 26 has gone by so that is a year which was a not a good year for us I think now FA27 you'll be starting seeing the growth
Samit sa · mquery
directwhen we say order book so those are the purchase orders which we got from our customers okay only that we will take it where we can take material actions that's where we will consider as a order book
Samit sa · mquery
evasivewe continue to look for both organic inorganic growth and uh as uh as science DNA which is you know we continue to look at opportunistic one we will look at both from a uh product perspective in terms of what we don't have and geographically
Samit sa · mquery
partialon the particularly um on the equipment manufacturing for semiconductor equipment manufacturings. So we are doing a lot of the power boxes uh for the customers... we are seeing a lot of uh traction from the existing customer and also from the new customers in semiconductor area
Disha · Sappire Capital
declinedNo, I think yeah I think as I said there are basically three uh areas where we have just impact uh impacted our Q4 revenues. So I think we we don't have uh I mean yes we have the numbers probably I think um uh we mean it is uh maybe I I can get in here you know we don't want to get into exact quantification
Disha · Sappire Capital
evasivewe are looking at um the order book I mean the book to build ratio is greater than one as as we said I think we'll be focusing on that. I think we are very very confident by looking at the current order pipeline what we have.
Disha · Sappire Capital
declinedWe're not getting into the specifics of section wise thing. I I think uh B2S is a long-term play. Uh last year we did not have this is the first year we are having it. Uh for the first year it has done well
Disha · Sappire Capital
evasiveon revenue guidance we clear that we will not be giving any guidance on that but having said that part what I can say is you know Q4 was a good quarter in terms of the growth Q1 Q and also The order book and the visibility what we have gives us the confidence it will be going to be a strong year
Adital · MSA Capital Partners
partialwe see we usually get it order and take in the same year most of the things getting converted uh in that year almost 50% I can say get converted I think we are seeing a good I mean we also have a good order backlog right now available
Adital · MSA Capital Partners
partialIn terms of the the uh average margin between the India and US business, US business is going to be lower and that's something which is expected because US manufacturing will have a lower AITA margin. So this is in terms of the expected lines.
Kiran · table tree capital
evasivethe the in terms of other expenses what we are seeing is is a mix of both uh US and India operations all put together what you're seeing that uh effect and and moving forward you know uh once we see the revenue growth okay these other expenses in terms of you know uh will have the operating leverage effect
