Happy Forgings Limited
Metal Fabrication · Industrials
Analyst
Kotak Mutual Fund
Equibles does not estimate personal net worth.
Arjun Khanna is recorded as Analyst at Kotak Mutual Fund. Arjun Khanna has spoken on 5 earnings calls across 4 companies, most recently for Happy Forgings Limited on November 6, 2026. Those appearances were for Happy Forgings Limited, SRF Limited, Tata Chemicals Limited and Sansera Engineering Limited. The companies whose calls Arjun Khanna spoke on are classified in the Industrials, Basic Materials and Consumer Cyclical sectors.
“Sir, the first question is on the exports bit. We were building up a strong export profile, so could you talk a little bit on the business development activities on the automotive side, MHCV, et cetera, where we have gained on the Indian side?”
“So the first query is regarding the realizations. Sir, you did allude to in your opening remarks that the settlement has been done. So the benefit would come in from the second quarter onwards.”
“How do you see the impact to our business in terms of availability? I'm sorry to interrupt.”
“My first query is on our new CAPEX plan. So we have enumerated almost 15 crores of additional CAPEX. Could you help us with what kind of IRR we expect to generate on this project?”
“Sir, my first question is on the expansion of CAPEX. We were planning a plant maybe in the U.S. based on post-tariff negotiations. Given that there is some clarity at this point in time, could you call out what kind of KPEX we envisage for a U.S. unit?”
Kotak Mutual Fund
Analyst
Transcript header (unverified)
Happy Forgings Limited
Metal Fabrication · Industrials
SRF Limited
Conglomerates · Industrials
Tata Chemicals Limited
Chemicals · Basic Materials
Sansera Engineering Limited
Auto Parts · Consumer Cyclical
Earnings Call for the Quarter Ended September 30, 2026
Happy Forgings Limited
Earnings Call for the Quarter Ended June 30, 2026
Happy Forgings Limited
Earnings Call for the Quarter Ended March 31, 2026
SRF Limited
Earnings Call for the Quarter Ended March 31, 2026
Tata Chemicals Limited
Sansera Engineering Limited Q3 FY '26 Earnings Conference Call
Sansera Engineering Limited