Stockrabit · Analysts
Questions across 2 calls

Abhishek Ghosh

DSP Mutual Fund

Schaeffler India Limited

Schaeffler India Limited CC-Mar26.pdf · 2026-02-25
Sir, in terms of Vitesco, if you can just help us understand where are we in terms of the integration? Are the benefits of that already accruing in terms of the new wins that you have spoken about?
Sir, my question was around Vitesco. Where are we in that journey in terms of the integration of the operations? Are we already seeing some benefits of coming through in terms of new wins or the margin profile? Just the thoughts on the Vitesco integrations, sir.

Dixon Technologies (India) Limited

Dixon Technologies (India) Limited CC-Mar25.pdf · 2025-05-20
Hi, sir. Thanks for the opportunity. Sir, in terms of the mobile landscape, you spoke about 13.5 crore Android phones market and about 9 crores is something which is outsourced. So the residual 4-4.5, is that likely to be i n-house only or is there a point at which that can also be outsourced? Is that something which should be looked at from a 3 to 5 year perspective? Any thoughts on that, sir.
So essentially, sir, you are saying you will go up to ex of exports, you will do something like 5- 5.5 out of the total 9 crores opportunity. That's the way to look at it in India. So see, what we feel is in the current year, we are targeting to do 44 million. So out of these 44 million, I feel almost 10 million to 12 million is going to be exports. Because for our anchor customers, the auto book for exports from North America is extremely healthy. And also for Transsion brand, we have started exporting to Africa. Please appreciate in Africa, our share in many markets, have a share as high as 80%. So we already started exporting, and we f eel in the current year, we should do almost 2 million exports. So I feel on an overall basis, almost 10 million to 12 million is going to be exports for us which we are very deeply working that these quantities should expand significantly in '26-'27. Because that is what we want to crack, that our cost comparativeness is globally comparable so that the global market now after acquiring a very large share of domestic market, we are attempting to get into. That's what we are aspiring.