Stockrabit · Analysts
Questions across 24 calls

Amyn Pirani

JPMorgan

Bajaj Auto Limited

Bajaj Auto Limited CC-Mar24.pdf · 2024-04-18
Hi, thanks for the opportunity. I just wanted to follow up on the Egypt question. While the government has accepted the quadricycle as the vehicle for imports. Is the currency situation in Egypt as bad as, say, in Nigeria and Argentina, like you mentioned? I'm just trying to understand how soon this can start because one issue was the ban, but the other issue was also the currency?
Understood. That’s great. And secondly, on the EV side, now that this year, we've seen a huge scale up on the Chetak EV and obviously, you have also launched various models at different price points. Just trying to understand from a customer point of view, can you give a broad breakup as to whether most of your customers are coming in at a certain price point, is price driving customer market share or more people are coming at the premium end. If you can give us some flavour as to who the customer is because you are seeing different approaches from different players. I just wanted to understand what the customer is really looking for?

Bharat Forge Limited

TVS Motor Company Limited

TVS Motor Company Limited CC-Dec23.pdf · 2024-01-24
So my question is on the export side. You mentioned that recovery is happening, but it's happening at a slightly slower pace. So two questions there, a). is the recovery happening due to demand being weak? Or is it more to do with currency availability and other issues? And a follow-up on that is, are we seeing further supply-related problems because of the recent crisis on the Red Sea? And is it causing us in terms of higher freight rates or unavailability of containers? And what's the outlook for that?
Okay, okay. Understood, understood. That's helpful. And secondly, on the rural recovery that you talked about the EV -related launches that you are expecting. Is there a plan to launch motorcycles or scooters at the lower end if you are seeing a rural recovery? Or you think the portfolio on the ICE side is more or less complete as far as TVS is concerned?