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Questions across 1 call

Kapil Singh

Nomura Holdings

Amara Raja Energy & Mobility Limited

Amara Raja Energy & Mobility Limited CC-Nov25.pdf · 2025-11-07
My first question is on the demand side. You mentioned that there is 30% growth in the OEM side. Can you just give some color here as to what could be the reasons for that? Because obviously, the underlying market hasn't grown at that pace and how to think about it going forward? And also what percentage of revenues for you come from telecom and UPS segments?
No, I understand. I'm not looking for specifics on the OEMs, but just to understand because the growth is much more than the underlying industry growth, is it something that you expect will continue going ahead? Or should we expect a little bit higher growth than industry? How to think about this?