Sir, if you can share the status update of your EHV capex, when do you see commissioning of this capacity? And how do you expect revenue pick up from this capacity?
Got it. And for FY27 capex, what will be the focus areas? And a separate question on that is how much the solar business now accounts in FMEG revenue? I think earlier it was more than 50%. Has it moved up?
Hey. Thanks for the opportunity. My question is on the export front. I wanted to understand the profile of what kind of cables are going in the export like are these more of specialized cables or normal power cables, trying to understand like end user industry exposure in the exports market?
Okay. Got it. Thanks. And another question is on the domestic front. What is driving the strong demand per se like end user industry like these are LV /MV cables or you’re seeing HV cables also doing reasonably well?
So my question is what are the all ongoing expansion projects which you are undertaking? And when do you expect them to come online? And in addition to this, if you can give some more light on the EHV cable expansion project which we are undertaking?
Got it. And this EHV cable with ₹ 6-7 billion of outlay, what will be the revenue potential?
Hi, sir. Thank you for the opportunity. So, my question is related to wafers and ingots. There has been some revision, both in revision to the cost of capex and timelines also. Like capex has been moved up to INR62 billion versus INR51 billion earlier. And timelines are now FY28 versus FY27. So, why does it change? Like some technology-related change or any other reason to this change in both capex and timelines?
Got it. Thank you, sir. And what will be your timeline for glass manufacturing plant?
Hi, sir. Thank you for the opportunity. If you can help us understand the broad economics of battery manufacturing, you are doing a complete backward battery manufacturing of 20 gigawatts. So, how much can be the revenue potential and how much can be the profitability likely payback? In this quarter, you have taken first order. I think this is more of a trial or pilot order for 10 megawatts BESS. So, any understanding color here will be great.
Very helpful. Thank you.
Hi, sir. In your opening remarks, you mentioned about data centers leading to demand. So just wanted to understand how much revenue currently coming from data centers and what types of cables are you supplying here in data centers?
Got it, sir. And all this whole 8% to 9% SKUs are available with KEI?
Thankyou Sir for the opportunity, My question is on the export side of the business, so how is the US market shaping up post tariff announcement, like have you seen any temporary pause in the consignment. Also, how do you see US geography from a longer-term perspective, in terms of product approval and product acceptance there? Thank you.
Yes. So my query is on export business. Which products do you sell in export market? And you have talked about export business margin, but with EHV capacities coming up by end FY '26 -- so does this open opportunities for EHV export as well, like, from a meaningful perspective?
Got it, sir. And margins on EHV export are higher than domestic EHV sale? Or they are broadly similar.
Hi, sir. Thank you for the opportunity. So in terms of channel mix for cable and wire business , which you will be doing, so wires, I believe it will be mostly distributor led, but in cables , you will be doing complete distributor lead or you will be also doing institutional business as well?
Alright, thank you, sir . And other questions are like board approval has received a couple of days back only. So ground breaking is yet to happen, but in terms of plant and machinery and organizational structure , like plant and machinery vendors identified and in terms of organizational structure, like any progress you made or it will be subsequent development?
Thank you sir for the opportunity. So, my question is on cable and wire segment with Tumkur plant ramping up and more capex lined up. So, can this drive a revenue mix change from 60% wire to 40% cable? Can this revenue mix change? Reason asking this Havells being a premium player in housing wires and enjoys industry -leading pricing. So, can this impact segment level contribution?
Got it. Thank you. Second question, sir, is on the channel inventory for the dealer distributor, particularly on the ECD side. And does higher SG&A sales and promotion expenses, does this reflect any kind of like higher dealer distributor incentives schemes during the quarter?