Dachepalli Publishers · 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
79%
Numeric claims
2
Consistency
contradicted
Question ledger
Disha · Sapphire Capital
direct90% of the business comes from Q4 and Q1 because if you understand we are selling school textbooks so Q4 is usually where CBSE and IC schools place order and Q1 is usually where state board schools place orders across different states so 90-95% of the business comes from Q4 and Q1 only.
Disha · Sapphire Capital
directUsually we will in the past experience we have noticed a PAT of around 18 to 20% PAT but in Q3 PAT is reasonably less because most of our money is spent on sales and marketing... on an overall consolidated basis we can see 18 to 20% PAT going ahead.
Disha · Sapphire Capital
partialIn printing industry capacity is measured at a 22-hour shift... in our case at a 22-hour shift our machines are at 40% capacity but at an 8 hour shift we are at 80% capacity.
Rohan Kamas · LNPR Capital
directAnnually if you see margin will be on a PAT of 18 to 20% in Q3 PAT will be lesser because we don't have revenue coming in Q3 but more expenditure is going out.
Rohan Kamas · LNPR Capital
directOperating expenditures will come down in Q4 because it's usually revenue generated and most of the production is already been done... by Q4 and Q1 when the major revenue kicks in automatically operating cost will come down.
Rohan Kamas · LNPR Capital
partialWe are very sure that this will be finished in the next two quarters.
Rohan Kamas · LNPR Capital
directUsually the working capital cycle is around 4 to 5 months.
Rohan Kamas · LNPR Capital
evasiveRight now our presence is in around 10,000 schools. So we can't give an average just like that because you know some school might be just using one product... measuring average value per school gets very not reasonably correct.
Harini · Lorett Consultancy Services
directWe have cleared 6 crores loan with SDFC bank where we had a term loan with them and out of the 25 crores we bought raw material bulk raw material where we get good cash discounts and bulk discounts.
Harini · Lorett Consultancy Services
directIt will be around 180 to 200 days.
Harini · Lorett Consultancy Services
directNext year with the e-commerce vertical also kicking in we'll be we are planning to do around 150 crores of turnover.
Jes Securities · Research desk
partialThe top 10 customers came from multiple group schools... this particular top 10 customers from the similar revenue will definitely stick for the next four years and then we'll also be adding newer new schools... the concentration risk is very less in that way.
