Questions across 9 calls

Abhishek Jain

Alfaccurate Advisors

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Feb26.pdf · 2026-01-29

Thanks for opportunity. Sir, how much is the current inventory in the U.S. and European market? And how would be the outlook for the U.S. and Europe in the fourth quarter?

Sir, I have heard that inventory is quite low in the U.S. and you have started to increase the numbers in the U.S. from this quarter. We have seen a strong growth on a quarter-on-quarter basis on U.S. But still, it has declined 30% Y-on-Y basis. So just wanted to understand what is your strategy for the U.S. market? Are you waiting for that the tariff issues to be resolved and then you can start to ramp up the volume or you will continue to see the gain in the market share in the U.S.?

Balkrishna Industries Limited CC-Dec24.pdf · 2025-01-27

Congrats on a decent set of numbers. Sir, in the US market, we have seen a very impressive growth in this quarter. So just wanted to understand, what is the outlook? Is there any concern on the tariff side in the US? And what is the current structure of the tariff?

And what is the current structure?

JK Tyre & Industries Limited

JK Tyre & Industries Limited CC-Jun25.pdf · 2025-08-11

Thanks for the opportunity and c ongrats on the decent set of numbers. Sir, in this quarter, we have seen that margin has improved basically driven by the standalone numbers. So how the margin trajectory will improve in the coming quarter given that there is a fall in the rubber prices in last couple of months, if you can give some guidance?

So, gross margin expansion in the first quarter FY26 was around 120 bps quarter-on-quarter. So how the numbers will reflect in from second quarter onwards as most of the tyre companies are expecting that benefit of the fall in rubber prices will accrue from the second quarter. So, if you can give some guidance on the gross margin front?

Craftsman Automation Limited

Craftsman Automation Limited CC-Jun25.pdf · 2025-07-30

Congrats for a strong set of numbers. Sir, my first question on the Powertrain business. So in a stand-alone basis, what kind of the growth are you predicting for the full -year basis given the muted growth in the CV construction, tractor business? And in the Craftsman Germany, we have seen that revenue run rate is around INR70 crores. How do you see ramp up in the coming quarter in the Germany business?

And my next question is on the aluminum side. So, we have seen a very strong revenue growth in the DR Axion in past 2, 3 quarters. What is the key reason? Is there any price hike? And will INR400 crores quarterly run rate to be continued in the coming quarters in DR Axion?

UNO Minda Limited

UNO Minda Limited CC-Mar25.pdf · 2025-05-21

Thanks for the opportunity.

So, my question is on the seating business. We have seen a revival on the seating after many quarters. Just wanted to understand what is the reason and what would be the growth for seating business?

UNO Minda Limited CC-Sep24.pdf · 2024-11-12

In Lighting business, how is the share of business in 2-wheelers and 4-wheelers segment? And how much increase in the content per vehicle do you expect in Lighting business because of the LED penetration?

Okay. And in switches side, revenue growth was around 13% in this quarter. So what is the region of the outperformance such as the industry growth? And how do you see the growth going ahead in the medium term because of that new business and the capacity addition?

PNB Housing Finance Limited

PNB Housing Finance Limited CC-Mar25.pdf · 2025-04-28

Thanks for the opportunity and congrats for a strong set of numbers. Sir, my first question on the change in the business mix, in this year, we have done around 26% from Emerging and Affordable housing. So how do you see the change in the business mix in FY ‘26 and ‘27 and how much improvement is possible in the ROA and ROE front?

And at that point, what would be the ROE? In this quarter , w e have seen a very good improvement on the ROE, what is your medium-term target for ROE?

Gabriel India Limited

Gabriel India Limited CC-Dec24.pdf · 2025-01-30

Thanks for opportunity and congrats for a strong set of numbers, sir. Sir, in this base business, we have seen a very impressive growth in the two-wheeler side, that is 19%. What is the muted growth in the industry? Is it because of the higher value from the electric two-wheeler side, from the Ola and TVS?

Are you able to hear me?

Castrol India Limited

Castrol India Limited CC-Mar24.pdf · 2024-05-02

Sir, my question is on the competitive intensity. Now many players are entering into this space, especially Amara Raja has also entered into this sp ace and there is very aggressive. So if you can throw some light over there?

Yes. So my second question is on the channel mix. So maybe what is the percentage of revenue, or the volume comes from these OEM channels?