Questions across 4 calls

Ashutosh Tiwari

Equirus Securities

UNO Minda Limited

UNO Minda Limited CC-Sep24.pdf · 2024-11-12

Congratulations on very good numbers. Just one question on the new JVs and subsidiaries like Uno Minda EV Systems and Kosei Minda older JV anyways that and Uno Minda Buehler and all were making losses in last year. Any turnaround happening in those, like, say, with the revenue ramp up, are they like breaking even now any of these?

So as these subsidiaries ramp up over the next 2, 3 years, and become profitable and probably achieve the normalized margins. Our margin profile will improve over the coming years.

UNO Minda Limited CC-Mar24.pdf · 2024-05-23

Yes, hi, sir. Congrats on such an exemplary performance during the quarter. And also, probably, nobody would have imagined the kind of growth we have seen in Lighting segment a few years back, or even sensor controller. I think these are really very, very strong growths we have seen over the last few years. And the first time the lighting revenue crossed even the Switches segment revenue. So my first question, and probably a question of these two segments only, how do you see going ahead sensor controller shaping up over the next few years, and also Lighting segment?

Sensor controller, I think we have done roughly INR775 crores put together.

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Jun24.pdf · 2024-08-10

Congrats on good numbers. Firstly, you mentioned that channel inventory is increasing. Is it like meaningfully increase or only normal increase?

So is there a case that probably because of red sea issues, our transit time has gone up that's why probably because of supply chain disruptions, the distributors have stocked up a bit more during the last quarter?

Exide Industries Limited

Exide Industries Limited CC-Sep23.pdf · 2023-11-08

Firstly, on the Y-o-Y growth side, like you mentioned, the entire growth of 10% has come from volume only, but the lithium was soft, so is the industrial vertical has grown in like mid-teens in this quarter of Y-o-Y in terms of volumes? Subir Chakraborty: No, both the segments have grown. I mean both the divisions have grown. So, we do not get into micro level analysis of each particular sub-segment, but both the divisions have shown growth.

Lithium and battery pack revenue that we have booked in this quarter? Subir Chakraborty: In Q3 you are talking about?