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Questions across 1 call

Amar Kedia

Ambit Capital

Triveni Turbine Limited

Triveni Turbine Limited CC-Sep23.pdf · 2023-11-02
Congratulations on continued momentum on your strong performance. So, my question is also related to Aftermarket business. And you have been looking at some very strong numbers in this business for some time now, this quarter also over 70% growth in new orders. Last year, if I recall, a part of this outperformance was led by our South African acquisition and some uti lity aftermarket orders in that part of the business. What is driving the growth right now?
Right. I understand that. Sir, the perspective was that SADC orders were perhaps margin dilutive compared to your regular aftermarket business. But now , that you're mentioning that the current set of orders are coming in from regions beyond Africa and perhaps more related to your normal offering in the aftermarket business, I would assume that the margins here would be more or less al igned with the regular margins here then. Is that how one should look at it?