The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Mohit Kumar - ICICI Securities - Analyst
: Hi, good evening, and congratulations on a very good set of results. Somy first question is on the, you mentioned that few of the large orders were
deferred in this quarter. Is it fair to say that these orders were for locomotives and HVDC you are referring to, or does it pertains to something else?
Question: Mohit Kumar - ICICI Securities - Analyst
: So second, can you throw some color on what got deferred in this quarter to H2?
Question: Mohit Kumar - ICICI Securities - Analyst
: Sir, the question is that you mentioned that some large orders got deferred to H2. Right. So the question is which are the large orders, can you give
some segmental color?
Question: Mohit Kumar - ICICI Securities - Analyst
: Okay. Understood, sir. My second question is how do you see the inquiry for the Siemens Energy, especially given that we are seeing a large number
of bidding which are happened in the transmission sector. And the related question is, are you interested in bidding for -- are you interested in
supplying for HVDC projects?
Question: Mohit Kumar - ICICI Securities - Analyst
: And we expect this will materialize in this fiscal year, is that right?
Question: Mohit Kumar - ICICI Securities - Analyst
: Most of the projects were bid out for the private parties in FY24, but we haven't seen that translating into an order inflow for players like us. So I
am trying to say to see that most of this translating into an order inflow for the next six months. Is that a fair assumption?
Question: Mohit Kumar - ICICI Securities - Analyst
: Thanks for the opportunity once again. My first question is, you announced the capacity expansion for medium voltage GIS. Is it fair to say that
medium voltage GIS use case is primarily for renewables? And is it possible define the market size for this product in India and globally?
Question: Mohit Kumar - ICICI Securities - Analyst
: My second question is on the block signalling opportunity from Indian railways. We expect this opportunity to accelerate over next twelve months.
Given the government thrust on safety and speed, is it also right to say that we are one of the few who have the complete technology?
Question: Mohit Kumar - ICICI Securities - Analyst
: Block signalling opportunity.
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