Questions across 4 calls

Abhishek Ghosh

DSP

Schaeffler India Limited

Schaeffler India Limited CC-Nov25.pdf · 2025-11-03

Just continuing on exports, ma'am, is t he growth only because of base o r is it also because of some bunching up of orders that has happened? And how should one look at growth for CY '26 because base would have caught up. We also have the tariffs getting levied. So in that light, just your thoughts there?

Okay. Sir, the other question is you've spoken about a lot of new wins in a couple of segments. So just wanted to get your understanding around is Vitesco playing a part there? And how has been the integration of Vitesco in new order wins? Does that improve your overall margin profile because you classify as maybe a higher tier vendor there? Just your thoughts on that, sir?

Tube Investments of India Limited

Tube Investments of India Limited CC-Dec24.pdf · 2025-02-04

Sir, just in terms of the Engineering division, the top line has been fairly muted. So is it because of the correction in the metal prices? Or has the volume also been muted? And also, if you can help us understand on the exports piece, given the overall challenges that one is seeing in the overseas economy, is that also impacting our exports volumes and revenues?

Okay. So then what's the reason for this muted performance? Is it more related to lower domestic volumes? Or is it a function of metal prices? How should we look at the overall?

Amber Enterprises India Limited

Amber Enterprises India Limited CC-Jun24.pdf · 2024-07-27

Sir, just on the Sidwal part of the order backlog of INR2,075-odd crores, what is the execution time for that, sir?

Okay. Got that. And sir, the other thing is on the electronics part of the business, now with Ascent having come into your fold, which is a good 18%, 20% kind of a margin business for you all. How should one look at the overall margin profile? I know you don't want to comment to our growth because there are multiple levers to it. But can the overall margin of the Electronics division move to something like a low double digit given that Ascent is already at a 20% revenue contribution with about a 20% margin profile. Any thoughts on that?

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Sep23.pdf · 2023-10-26

So just a couple of questions. First is, your top line over the next two to three years is likely to grow at that 30% CAGR plus. In that how should we look at the overall contribution from mobile that should come in over the next three years? And also, the export fees, if you can just broadly help us understanding?

Mr. Lall mentioned that you're also looking at newer clients for the mobile business. If you can help us understand two things, is it for the export market or th e domestic? And if it's for the domestic market, since you already have a fairly dominant player , Xiaomi as your customer doesn't deter you from having some of the other market leader as a customer, any thoughts on that?