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Jinesh Gandhi

Oaklane Cap
BALKRISIND

Balkrishna Industries Limited

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Balkrishna Industries Limited CC-Nov25.pdf
1 Nov 2025
Open call
  1. Rajiv, 2 -part question. So obviously, what is happening in U.S. today is one could not have foreseen, but we obviously, a few years back had thought of putting up a capacity locally in U.S., which in hindsight would have been a great initiative. But given the importance of U.S.

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  2. Okay. Okay. And second question pertains to, given the uncertainty longer it stays in the global market, one may see some of your weaker competitors or even bigger competitors defocusing on this segment. So are we open to M&A to strengthen either in areas of our weakness in terms of product or geography?

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  3. Got it. And lastly, just to understand what was the benefit of RM cost in this quarter? And how do we see that playing out at least for 3Q, given the trends in the spot prices?

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