DANISHPOWER / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Danish Power · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

71%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

CA Koshul Sharma · Equinox Capital Venture Private Limited

partial

Capacity utilization, export geographies, and type testing timeline for higher KV class.

we were at roughly 80% utilization... Middle East, Europe, Africa and Australasia... revenue real revenue from the higher voltage power transformers would come in in the next financial year FY28 only

Hazel Ratford · Philip Capital

partial

Capacity utilization ramp-up timeline and margin impact from raw material prices.

H1 we will not be able to reach that... good utilization would probably definitely come in H2... Q1 for this year will somewhere be impacted

Naman Parmar · Nvesha Investments

direct

BESS transformer demand and company's preparation, order book contribution from BESS.

it should be about 20 25% roughly.

Naman Parmar · Nvesha Investments

direct

Proportion of orders with price variation clause vs fixed price.

around 30% of the orders should be on price variation

Jetin Parmar · Orurum Capital

direct

Backward integration details and its impact on mitigating input material issues.

sheet metal fabrication equipment... we are wanting to make sure we can do this within our premises... to control the lead times

Jetin Parmar · Orurum Capital

direct

MVA production projections for FY27 and FY28.

FY27 we are expecting at least 7 to 8,000 MVA... FY28 somewhere more than 10,000 MVA

Jetin Parmar · Orurum Capital

partial

Why margins cannot return to older 21% level and sustainability of current margins.

somewhere between 19 and 20% is something that is sustainable... objective will definitely remain if we can go back to 20 plus 21

Jetin Parmar · Orurum Capital

partial

Export margin differential and target export share for FY27.

somewhere probably it is up to three or 4% extra... this year we are hopeful that at least we should be touching 15 to 20%

Pars Data · Purple One Vortex Ventures LLP

direct

Revenue potential from current capacity at 10,000 MVA utilization.

somewhere between 900 to a,000 crores

Pars Data · Purple One Vortex Ventures LLP

partial

Timeline and scale of next expansion phase using available land.

hopefully next three months... we should be able to further at least increase by 80% or maybe double up as well

Yogani · Analytics (unclear)

evasive

How company safeguarded margins compared to peers and impact of commodity prices.

the quality of order matters... getting a good quality order is will remain always a bit of a challenge

Mandra · Invesco

direct

Proportion of FY27 revenue covered by current executable order book.

almost 90% of it is supposed to be executed in next 6 to 9 months