Analyst
Nomura
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Siddhartha Behra is recorded as Analyst at Nomura. Siddhartha Behra has spoken on 4 earnings calls across 3 companies, most recently for Dixon Technologies (India) Limited on October 30, 2026. Those appearances were for Havells India Limited, Dixon Technologies (India) Limited and LG Electronics India Limited. The companies whose calls Siddhartha Behra spoke on are classified in the Industrials and Technology sectors.
“Sir, first question is on the mobile side. So, if you can share the volume for the current quarter and how to think about the outlook for the second half, Given the weakness in the consumer demand, would you still maintain or if you can give some color for the second half?”
“First question is on the cable and wires. If we look at the gap between the contribution margin and EBIT margin, it seems to have gone up a bit in the current quarter.”
“Sir, my first question is, while we have seen revenues growing at 8% YOY in the quarter, we have not seen any operating leverage play out, which has led to declining EBITDA margins on a YOY basis.”
“So, first on Lloyd I mean, can you highlight broadly how much price hikes have been taken till now and how much is required to sort of go back to that double digit contribution margin level which we had last year?”
Nomura
Analyst
Transcript header (unverified)
Havells India Limited
Electrical Equipment & Parts · Industrials
Dixon Technologies (India) Limited
Consumer Electronics · Technology
LG Electronics India Limited
Consumer Electronics · Technology
Earnings Call for the Quarter Ended September 30, 2026
Dixon Technologies (India) Limited
Earnings Call for the Quarter Ended June 30, 2026
Havells India Limited
“LG Electronics India Limited Q4 & Full Year FY '26 Earnings Conference Call”
LG Electronics India Limited
Earnings Call Invite Q4 FY26
Havells India Limited
