Questions across 7 calls

Bharat Sheth

Quest Investment Advisors

CIE Automotive India Limited

CIE Automotive India Limited CC-Apr26.pdf · 2026-04-24

Ander, you stated in that consolidation in Europe is happening. So can you give a little more color for which product, say, particularly crankshaft and Metalcastello also. So if you can give some color, how do we see -- we are with the consolidation, gett ing market share and may be able to do, I mean, some kind of a growth down the line next 3, 4 quarters?

And how about Metalcastello, what's our outlook now? Currently, we are operating at what level? And how do we see, is there any improvement or not?

CIE Automotive India Limited CC-Sep23.pdf · 2023-10-18

Thanks for the opportunity. The q uestion is for Ander. Ander Vikas has given some color on this aluminum forging so whereas we have aluminum forging in Europe and aluminum casting in the India side so how are we seeing and when do we expect that really alumin um forging can really emerge for a big business like aluminum casting in India and what are the challenges difference between these two process es and if you can give little more color as well as the end user?

Fair and second qu estion Vikas when we are saying this two wheeler is down we understand is largely export whereas in domestic how are we seeing because in our presentation we have said that CRISIL is anticipating 7% of a growth in two wheeler po st FY2024 and then going so how do we really read this and what is on ground things are happening?

Vishal Mega Mart Limited

Vishal Mega Mart Limited CC-Nov25.pdf · 2025-11-14

Hi, sir. Congratulations and thanks for the opportunity. On Quick Commerce side, if you can give a little more colour about the aspiration, what size of Quick Commerce expanding to various geographies and what size of sales we anticipate from – through Quick Commerce overall, and how the pricing is different from the in-store and through Quick Store, or if you give - ROCE is different because of same capital cost without additional capital cost, we can do business.

Great. Has it been calculated, this Quick Commerce sales in SSG growth number, if you can clarify?

Vishal Mega Mart Limited CC-Jun25.pdf · 2025-08-14

Hi, team. Congratulations for a good result. My question is on, say, we have 20% -- almost 50% presence between Tier 1 and Tier 2 city, and 50% on Tier 3. So, how are we seeing the traction among the different cities and what is really driving this SSG in which part of the geography?

Okay. My second question that we always talk about as an entry point, price point. So, how this inflationary trend over the last 2 years has really helped us in growing that business part or addressing the customer's real concern, and how do we see going ahead?

SAGILITY LIMITED

SAGILITY LIMITED CC-Dec24.pdf · 2025-02-05

Hi, thanks for the opportunity, and congratulations on good set of number. When you are talking about the in-house as well as outsourcing business, can you give us little more colour o n our client? How much are they currently outsourcing and how much they are doing from in- housing? The second question related to that is, are we in some kind of a conversation in terms of when the cost pressure s go high on them , so would they try to move certain part of the businesses to outsourcing. And how do we see it over next couple of years, for this trend to move?

And second question, if you can give some colour on how much arbitrage our client will have, while doing in-house versus outsourcing, so which can be a more interesting business or where a good opportunity can open up in near term?

Castrol India Limited

Castrol India Limited CC-Dec23.pdf · 2024-02-02

As you see last couple of years, we have taken seve ral initiatives like tie-up with the Reliance because of Reliance distribution businesses, I mean , petrol pump are tie-up with the Burmah, our parent company. Then we have taken auto care al so tie-up with the 3M for distribution of their product.So how those are really -- is it meaningfully contributing to our growth? And how do we see it on the, say, the scale of the 1 to 10, this growth is current, I mean is showing momentum. And where do you think that it will start really kicking in a bigger way?

So in your sense, I mean this business will really start, I mean, making a significant contribution, maybe still a couple of years away or it is, I mean, maybe a year time.

Home First Finance Company India Limited

Home First Finance Company India Limited CC-Sep23.pdf · 2023-10-27

Manoj, when we are talking of a 30% CAGR growth, so we expect to more than double the size of the portfolio, the AUM from March '23 level. And when we are seeing that we are also expanding distribution where the ticket size is a little low and where we hav e to also develop a new connector and our own capacities, which you just highlighted. So how does one really see that will happen?

And second, also, you said that our own capacity to increase because then we more than doubling our asset AUM. But in this kind of a number of additions of the branch or will that or addition of the people will be that sufficient?