Questions across 5 calls

Jaimin Desai

Emkay Global

Escorts Kubota Limited

Escorts Kubota Limited CC-Mar25.pdf · 2025-05-08

Yes. Hi, good evening, team. Thank you for taking my question. My first question pertains to exports to Europe where you mentioned that we are looking at about 20 % to 25% growth this year. Just wanted clarification. Is this because of the Europe -specific products that we have introduced or are you also seeing some early signs of let us say some specializing in the European market as a whole?

Got it. You highlighted upon the US being a good potential market for us going forward over the medium to longer term . T here we had plans for some US g eography specific products to be introduced. What is the update on the product development still continue?

Escorts Kubota Limited CC-Sep23.pdf · 2023-11-03

Firstly, I wanted to check on the Construction Equipment segment margins, very strong performance there in this quarter, wanted to know what are the factors driving it and how do you see the sustainability of these levels of margins?

So, broadly you can maintain the current level of margins right above early double-digit growth?

CEAT Limited

CEAT Limited CC-Sep24.pdf · 2024-10-18

Sir, you indicated the improvement expected in OEM category in the second half. This would be more of first half versus second half or the growth expected on Y -o-Y basis as well? And if you can provide some colour on how will be the OEM category growth across segments with commercial, passenger and 2-wheelers?

Sorry, is this better?

JK Tyre & Industries Limited

JK Tyre & Industries Limited CC-Jun24.pdf · 2024-08-05

Congratulations on strong margin performance in the quarter. My first question was related to the outlook for the year. Last quarter, you had indicated about 8% to 10% consolidated revenue growth expected for this year. Does that still hold?

Okay. Mid- to high single digit, okay. And sir, on the PCR side, in last quarter, we were expecting about high single-digit growth for PCR replacement. Do we hold on to that guidance as well?

JK Tyre & Industries Limited CC-Mar24.pdf · 2024-05-22

Congratulations on maintaining profitability and the expansion and return ratio s. My first question is around demand outlook. You mentioned 8% to 10% growth in top line expectation for this year. Can you provide some color in terms of splitting it up in terms of volumes and pricing? Earlier, I believe you indicated for double-digit g rowth in the India replacement segment. Does that expectation still hold?

Okay. Yes. Sir, my question was regarding the domestic replacement demand. Earlier, we have indicated double-digit expectation from this category? Does that expectation continue to hold? Do we still expect double-digit volume growth in this segment for this year?