Questions across 24 calls

Aditya Jhawar

Investec

Amara Raja Energy & Mobility Limited

Amara Raja Energy & Mobility Limited CC-Jun24.pdf · 2024-08-05

Sir, if you can help us understand that in this quarter we have invested about INR180 crores in InoBat. And last time around we had given a debt of INR100 crores to the same entity which got converted into equity. So if you can help us understand the objective of this and how it is tied up with Gotion. And what we understand so far is that Gotion payment is on royalty basis that should ideally start once the sale commences. So if you can throw some light on this?

Sure. And sir, the second question is on this investment in circular solution that we have made of INR125 crores. And cumulatively, we have invested about INR445 crores. So what is the thought process here? And what is the -- the next question is what is the current debt level as on Q1 end, and what is our plan for funding for our lithium-ion business?

Bajaj Auto Limited

Bajaj Auto Limited CC-Mar24.pdf · 2024-04-18

Hi, Thanks for the opportunity and congrats on the good set of numbers for the year as well as for the quarter. Just wanted to understand the thought process on setting volumes of Triumph in domestic and overseas market and in the last quarter, 70% of the production is exported. So, is there a minimum commitment that we have given to Triumph UK and what would be this number going ahead of export as a percentage of total production?

That's very good to hear. My second question is that based on the current rollout of Triumph in few cities and select dealer ships, what are your thoughts on early responses, what are the customer profiles? What is the market share that you are seeking in some of the areas where the product or the distribution is launched? Or where there is an optimal distribution presence? And is there any order backlog that we would like to share - just only response on the product feedback and market share in individual pockets.

Bajaj Auto Limited CC-Dec23.pdf · 2024-01-24

Thanks for the opportunity. Congratulation on scaling up the 2-wheeler volumes. It will be great if you can help us understand that how are we thinking on profitability on E 2 -wheelers considering lithium prices have been coming down and with improving scale and PLI benefit, any milestones on profitability on gross margin level and EBITDA, you would like to share.

That's helpful, Dinesh. Final question is on PLI certification. Where are we on that? Any timeline that you can share and how many products we plan to get in this fiscal year?

PI Industries Limited

PI Industries Limited CC-Dec23.pdf · 2024-02-12

One of our key products, Pyroxasulfone, if you can highlight which are the key markets where the registration process is still on, that is #1?

How much pricing erosion we have seen, do we have some market intelligence for the markets where the product has become generic like Australia or Argentina?