Questions across 25 calls

Amyn Pirani

JP Morgan

Hero MotoCorp Limited

Hero MotoCorp Limited CC-Jun24.pdf · 2024-08-14

I just wanted to check one thing. And while maybe it's still early days. On a Y -o-Y basis, adjusting for seasonality, the market share on an industry-level basis for you is still coming a bit low and is still declining, so two part question. A) is that something that you focus on? Or is it more segmental market shares that you're concerned about? And overall market share is not something that you're targeting. And B) if you are looking at overall market share, how should we think about and what could be the driver of overall market share also probably starting to move up on a Y-o-Y basis?

Yes. So just one data point: What is the share of financing in the current quarter?

Hero MotoCorp Limited CC-Mar24.pdf · 2024-05-08

Hi, thanks for the opportunity and congrats on a good set of margin performance in a seasonally weak quarter. My first question is on, how do you see Hero’s market share segmentally as well as on an overall basis moving in FY25, because FY24 as you rightly mentioned, was the year of a lot of launches, many more than what we have seen Hero do in a single year. So, how should we think of market share on an overall basis and segmentally because, while overall growth and margins have been strong, market share is still something which where, I think, even you would expect a better print?

Thanks for that. Just a follow up , c ould you also mention what percentage of your existing traditional stores have moved on to Hero 2.0 and if there are any early trends, after you had this new kind of a lineup and the Hero 2.0 stores have grown? Any kind of change that you are seeing in the kind of customers who are walking in and the kind of interest which is generating , if you have done any study on that.

TVS Motor Company Limited

TVS Motor Company Limited CC-Jun24.pdf · 2024-08-06

Most of my questions have been answered. My question was actually on the EV exports bid that you mentioned. Now the ASEAN market is a region where most Indian two-wheeler exporters have not had a lot of success because the Japanese OEMs dominate that market. But you have a local presence in Indonesia. I think you've also started some new entity in Vietnam. So, can you give a broad sense as to you know maybe three years down the line, what is the level of exports of EVs that we can expect and in these markets, would you need to have local production of the EVs to sell them in a meaningful number or can you export from India?

And sir a follow up to that if I can ask, would you have to make significant upgradation to your Indonesia facility to achieve that or is your Indonesia facility also at a level where it can manufacture EVs as well?

Maruti Suzuki India Limited

Maruti Suzuki India Limited CC-Jun24.pdf · 2024-07-31

Yes. Hi. Thanks for the opportunity. Most of my questions have been answered, but basically, I just want to go back to the first-time buyer. Now, would it be fair to say that as the share of first- time buyers have come down, within first-time buyers, the salience of small cars has also come down because now we have a lot of micro SUVs and small SUV which are also attracting a lot of first-time buyers. Can you provide some color, say for a Fronx or a Brezza, are you seeing an increasing number of first-time buyers which earlier used to come mainly for, say, the Alto or the Swift or the Baleno?

Okay. And could you just like, put a broad number, say for the Fronx, if first time buyers like 20% or 50%, I mean, any broad range is something that you can provide.

Samvardhana Motherson International Limited

Samvardhana Motherson International Limited CC-Dec23.pdf · 2024-02-12

Thanks for the opportunity and nice to see the ROCE number on a reported basis also starting to improve. My first question is on the wiring harness business , very strong improvement on EBITDA as well. So first, the clarification is a large part of this driven by PKC and the reason why I ask this is because that business also has a lot of volatility because of the exposure to China. So how should we think about this going forward?

Just on the impact of the Red Sea, you have mentioned as to how things were looking in 3Q. But I'm guessing they have become more problematic as this quarter has gone by. So just for our understanding, in case freight rates were to move up massively because of this, how does the current arrangement with OEMs work in terms of whether it is borne by you or is it a pass -through? And are there discussions because you're already having a lot of discussions with the OEMs on a lot of cost items. Is th is something which is an extra thing or is there a pass through here already incorporated?