Dynamic Cables · 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
71%
Numeric claims
3
Consistency
mixed
Question ledger
Push Silva Dani · Sundra Mates
directSo for the quarter 12% is the realization growth and 8% volume growth for the and we and you are saying that we have discontinued uh this conductor and railway cables going forward
Push Silva Dani · Sundra Mates
directSo FI26 the relay signaling cable was zero. Okay. And in FI25 it was 4% contribution.
Push Silva Dani · Sundra Mates
partialSo basically uh first of all let me give you uh I mean there has been a delay in the capex so there is no uh two doubts about it and the the the growth the it is I mean the new plant is going to start its production uh in September 27. So September 26, I'm so sorry, September 26, it will start the production.
Push Silva Dani · Sundra Mates
directSo, so basically uh because of this price volatility. So in typically in the industry there is some deferment of uh order booking or kind and kind of uh sales booking or order booking uh when there is such a sudden increase in our raw material prices.
Push Silva Dani · Sundra Mates
evasiveSo gross margin I mean you have to look at uh operating profit is the right measure actually because gross profit may there is lot of there are lot of elements which uh come and go by and it all depends on the product makes customer makes uh which market we are selling to.
Yash · Origa Capital Advisors
partialgoing forward in FI27 or probably in the medium term you can say there would be uh there would be cap capital expenditure uh each and every year because growth will demand capex it may not be as intense as it was in FI26 but yes relatively probably because the base is also increasing so to keep up the growth numbers we'll have to uh we'll have to uh continue our kex
Yash · Origa Capital Advisors
directRight. So basically there are three major reasons for the delay. One is that uh there were some government uh uh basically regulatory body approvals which uh which were delayed and that uh basically uh delayed the off I mean starting of the project implementation itself and um secondly there were some uh import machineries which which was got delayed because of this uh freight related issues of late after this Iran war.
Nathan Jen · Fair Value Equity Advisors
directSo, basically there are two three reasons. uh uh Nitin I would like to I would like to just kind highlight that uh I mean if you look at quarterly basis it is really uh uh difficult to kind of uh do because last quarter we started this quarter with a very heavy base uh with a very high base so I think last year Q4 our growth was around 38 39% kind of so it was it was a very heavy base we started off it.
Nathan Jen · Fair Value Equity Advisors
directThe entire borrowing which you look at is the is our working capital borrowings. So it all depends on the seasonality. March is a heavy quarter uh for the for all the cable manufacturers and so there has been a slight increase of uh of uh of debt in our in our uh uh in our u books and also if you look at our on books debt it has kind of reduced from 66 crores to 40 crores.
Nathan Jen · Fair Value Equity Advisors
evasiveSo again sir I'm again uh redising this part uh that you have to look at you have to look at the operating profit level uh because there are lot of uh components uh those are in the in the at the gross level. So there can be one or two% variation on a quarteronquarter basis.
Nikl Puro · Sweden asset management
partialSo conductors as I told you that there was a degrowth uh uh which which we have discussed in the past also on cable standalone basis I think on a yearly basis it was around 18%. And quarter four quarter four it should be around uh uh high uh single digit kind of in cables in cables.
Anojara · Interglobe Services
directI have a full year number as of now. Uh I Okay. I uh full year number is around 18%. Last year it was 105 crores. Uh so basically in percentage terms it was 10%.
