Q4-FY26 · Management (CFO)
The 19% margin is not a sustainable margin. It's a one-off margin and 10 to 12% is a realistic sustainable margin going ahead.
VTM / language trends
Read confidence between the lines.
Vtm · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q4-FY26 · Management
We shared some burden with them and now that is continuing as is without any change but we are trying to bring it down. Present rate is 10%... our discount still remains at 18%.
Q4-FY26 · Management
We have also hired a good industrial engineering consultant and we are also revamping some of our lines. The point that you made on the stock turnovers will be addressed with better lean principles in place.
Q4-FY26 · Management
We are being little conservative on that front but we are definitely not understating here. There is good potential for a run rate of 500 to 600 crore.