Questions across 5 calls

Charanjit Singh

DSP

KEI Industries Limited

KEI Industries Limited CC-Jul25.pdf · 2025-07-23

Hello sir thanks for opportunity and congratulations on great set of numbers. Sir, my question is first on the EHV side. On the extra high-voltage, wh at is the kind of tender pipeline you're looking like? And in terms of the competition from the imports, how that is -- and some of the new capacity scaling up, how you see that the time lines for those? That's my first question, especially on the EHV side.

So sir, from the Indian market perspective, can you give some numbers in terms of how large is the EHV market? What is the kind of size it could be come in the next 3 to 5 years, like you are envisioning and creating the capacities accordingly?

Havells India Limited

Havells India Limited CC-Jun25.pdf · 2025-07-21

Hello, sir. Thanks for the opportunity. Sir, my question is regarding the overall cost rationalization, which we had been talking about in terms of the buildup in cost, which has happened across particular heads, either it is in employee expenses, other expenses or A&P spend. If you can touch on what the kind of rationalization we can see going forward? And from a margin trajectory, how we should see in the next coming quarters? Or where do we see the company level margins, because now they have been at that 9.5% for the last three years' time frame. That's the only question from my side.

But is there any kind of segments where we see also a targeted reduction in this expenditure while there are certain segments where you are investing or channels where we are shifting our investments and reducing in certain parts?

Kirloskar Oil Engines Limited

Kirloskar Oil Engines Limited CC-Jun24.pdf · 2024-08-08

So my first question is in terms of when we look at the end market right now, how is the demand environment you are seeing as this transition is happening to CPCB 4? So maybe if you can just give some color from the various end markets perspective, the demand or the inquiry pipeline? And the second ques tion is in terms of the inventory at the OEM level as we would have exhausted all the inventory and the refilling will start happening for CPCB 4 related gensets. How that inventory refilling will happen? And based on all these things, how can we see the market growth rate for the domestic power genset market? That's the question.

And from the market growth perspective, is there a number for the full year in terms of what's the kind of market growth? What we can expect?

Apar Industries Limited

Apar Industries Limited CC-Mar24.pdf · 2024-05-14

Am I audible? First of all, congratulations on good set of numbers. So my first question is regarding this U.S. market, you touched upon certain distributors getting banned. Are there any kind of distributors here, which are common to us and some of these who are supplying Chinese product? And can they have an impact from near- to medium-term perspective on our U.S. volumes?

Got it, sir. Sir, the other thing is now you have touched upon the premium products, their contribution is rising. So if you can just touch upon this premium products as a percentage of the market, how large it is, how fast you expect this to grow? And within that, how is the competitive scenario in terms of which are the other peers present in the premium category itself?

Apar Industries Limited CC-Dec23.pdf · 2024-01-30

Sir, on the -- especially on the acceptances and the interest cost, if you can touch on what is the acceptances number right now? And how should we see the interest cost overall going forward?

Okay. So, the other thing is like you've also touched upon non-US markets in the export segment, especially, how is the outlook contributing there? Because this time, actually non-US markets had contributed to decent growth. in the conductor segment. So, if you can touch upon how these markets are evolving? And can they offset if there's a weakness in the US market at all? And the other aspect is that with a lot of these freight issues, do you see again, inventory levels building up in the channel where the deinventorization was happening in a big way earlier?