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Gunjan Kabra

Niveshaay Investments Advisors
TARIL

Transformers And Rectifiers (India) Limited

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Transformers And Rectifiers (India) Limited CC-Sep24.pdf
8 Oct 2024
Open call
  1. Thank you so much for the opportunity and congratulations for a good set of numbers. So just I'll just complete the two questions. With respect to the demand and supply mismatch that is there, right now the demand is huge, but we are seeing that the top players, if I count like top 10, 12 players including ours, the capacity that is coming up in the market is around maybe say 70,000 MVA.

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  2. Okay. And second is you answered a lot of questions on exports. So here I wanted to understand that in the beginning when sir said that we are doing tie ups with the oil and gas and electric arc transformers, special duty transformers is what we are focusing on exports.

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  3. Sir, what is the margins on the export side versus the domestic?

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