Questions across 3 calls

Hitesh Goel

CLSA

Escorts Kubota Limited

Escorts Kubota Limited CC-Mar24.pdf · 2024-05-09

So, my question is on this construction equipment division, right? We have never seen such kind of margins in history. And this is true for not only you but the industry also, right? We've seen a significant increase in margin in this year , right? So, can you please explain what has happened? Is it product mix or there is capacity on the supply side, which is helping pricing power? Can you give us more color why these margins are so high now in Construction?

Just a follow-up there. So previously, there were a lot of imports from China because -- which was impacting the margins as well, right? So, there has been there a reduction in imports some policy has come through which a domestic industry is making good margins?

TVS Motor Company Limited

TVS Motor Company Limited CC-Dec23.pdf · 2024-01-24

Sir, can you shed some light on what is happening in the export market? Because like you pointed out, this Red Sea crisis is just s tarting. We are seeing inflation being very high in the end markets in Africa, Latin America. So can you give us some country-wise inputs and what is happening in these markets? And what are you doing about it?

Sir, just a clarification, can you give us the volume mix of your country-wise or Africa, LATAM, Southeast Asia in nine -month FY24 versus last year, so just to get a sense how these markets are growing?

Hero MotoCorp Limited

Hero MotoCorp Limited CC-Sep23.pdf · 2023-11-02

Thanks for taking my question . My question is on the Gross Margin. If I look at on Q-o-Q basis, you have taken a 1.5% price increase, but the gross margin expanded by 80 basis point. There is also precious me tals have gone down quite a lot, right I do not know what is t he proportion in your portfolio, can you specify that because most of the companies are have got some RM benefits as well. Can you just break it down on the Gross Margin side for us?

Just a follow up on the other expens es, we have seen strong increase . Is it because of the launches Harley launch or something that the expenses have been higher or this is the recurring kind of rate we should assume?