Hi, sir. Thank you so much for the opportunity. Sir , what kind of capital expenditure are we looking for next 3 years?
Okay. Sure. And sir, since the defense business in bigger -- defense business is becoming bigger and with various dimensions. Any plans of hiving off this business, maybe creating a new entity or bringing...
I have one question. Sir, India and the European Union is expected to sign a trade agreement shortly, detailed one. So will there be any benefit come on our way?
Sir, despite a challenging environment, business environment, we have grown double digit almost across, I mean, business segments as well as geographies. So, given the current situation where the auto industry is actually struggling for the growth, given the diversified nature of our offerings, is it fair to assume that we will keep outperforming the market growth over the next few quarters?
Sure. And sir, about the Hosur plant, which will become operational next year, some of the products you mentioned about the clutch and other EV parts, those are not currently as of now manufactured for India in our basket as of now, right?
Just taking this question of Vitesco, you just mentioned that the integration process is on. So ultimately, the Vitesco India will be merged into Schaeffler India? Is this way things will happen?
So currently, there are no plans of integrating Vitesco India into Schaeffler India?
Great set of numbers, execution and order booking. Sir, I mean, very, very impressive order booking. I mean, we have booked around INR 900 crores of order this quarter. So how the order pipeline looks going forward? Is it as strong as what we have witnessed in this current quarter?
Okay. Sir, in presentation, you have mentioned that we have launched the GMSeT, a modular and the digital switchgear. So is this a unique product for data center?
Sir, Government of India has released, the draft National Electricity Policy 2026, where they have given a lot of, I mean, targets, for example, like per capita electric consumption to go up to 2,000 kilowatt hour by 2030 and 4,000 by 2047. And for the same plant plan, they have envisaged, I think, investments about INR50 lakh crores by 2032. So just wondering, I mean, from your viewpoint, how do this INR50 lakh crores, what kind of investments you anticipate that will go into a transmission side?
Okay. Okay. And sir, given this new target, I mean, earlier there was opportunity you talked about was a INR9 lakh crores in investments in transmission. But because of this broad number, INR50 lakh crores, does this change the opportunity in a larger manner compared to what we anticipated earlier?
Sir, this quarter, I mean, you answered this questi on many time, but still this quarterly -- this operating performance has been quite strong. So we have reported around 19% EBITDA margin. Just wondering, is there any one-off in this in ter ms of any foreign exchange gain or I mean anything that is not regularly raised from the -- in the business?
Sir, capital expenditure planned for next 2 years?
Hi, Sir. Thank you so much for the opportunity. Sir, last conference call, you mentioned that you had carried for 20 %-25% kind of growth. Now, we are talking about 10% kind of growth. So, what has changed in this last quarters, that has brought down the drastic change in the guidance?
Yes. So, whatever the revenue we could have booked in last 6 months. I s it possible, those revenues can be booked in next year, first half?
Hi sir, thank you so much for the opportunity. Sir, I heard that the guidance for next year is around 20%-25% revenue growth. Is it right what I heard?
Okay, okay. And sir, some of our peers were indicating that there is some kind of payment delay happening from the state governments and many agencies in terms of construction projects. So have we witnessed anything like a similar situation?
Our exports have grown significantly, 24%. So despite of tariff issue, still we are exporting in a good number. So what is the arrangement with the parent in this case? Who is sharing the tariff burden?
Sure. And last question from my end is, in first half of the year, we have grown by 27%. Now you have talked about double -digit growth for this year. I mean, it seems to be the, I mean, obvious case. But do you think similar kind of number performance will be possible going forward -- I mean on a higher base?
Our exports have grown significantly, 24%. So despite of tariff issue, still we are exporting in a good number. So what is the arrangement with the parent in this case? Who is sharing the tariff burden?
Sure. And last question from my end is, in first half of the year, we have grown by 27%. Now you have talked about double -digit growth for this year. I mean, it seems to be the, I mean, obvious case. But do you think similar kind of number performance will be possible going forward -- I mean on a higher base?
Ma'am, what is the currently capacity utilization in our genset factory in terms of engine manufacturing facility?
So basically, the waiting period for genset has gone up?
Ma'am, what is the currently capacity utilization in our genset factory in terms of engine manufacturing facility?
So basically, the waiting period for genset has gone up?
Sir, if I look at for last 12 months, whatever the revenue we generate in Power Genset, which are the user industries have contributed that? I mean, any industries wise break up material?
Even you said commercial real estate, but even residential real estate is also picking up. So, that will also generate volume growth for us going forward?
Sir, if I look at for last 12 months, whatever the revenue we generate in Power Genset, which are the user industries have contributed that? I mean, any industries wise break up material?
Even you said commercial real estate, but even residential real estate is also picking up. So, that will also generate volume growth for us going forward?
Sir, if I look at a company level, I mean, the last 2 years has been phenomenal for us. We added multiple businesses. Sunroof is a one business. Then we did acquisition. Now we are talking of the e-bike. And in one of the interviews, our Chairman has also mentioned that adding more businesses probably this year and next year. So any view on this in terms of addition of new business over the next 2, 3 years?
So will this be organically? I mean, organic addition?
Hi, sir, thank you so much for the opportunity. Sir, industrial, the process automation business is showing a weakness in terms of negative growth for the last three quarters. So, when do you think we will be able to come back on the growth path in this segment?
Sir, last question from my end. Last two quarters the order inflow has been soft overall. We had a single-digit growth this quarter and previously we had negative growth. So going into the next 2-3 quarters, will the momentum remain the same?
Hi, my questions have been answered. Thank you so much.
Sir, in recent past, there has been, I mean, the prices of copper and aluminum has dropped significantly. So, what impact this will have on us in coming quarters?
Okay, sure. And sir, domestic side, the transmission capex seems to be very strong. This is indicated by Power Grid and all transmission companies. So, over the next 5 to 7 years, do you think the domestic market could be much more, I mean, attractive for us compared to export? Or is it that both markets will be flourished for us?
Sir, globally, there has been a shortage of transmission distribution equipment. So, although we have indicated that, maybe over a medium period, maybe 25% to 30% of our sales come from the international market. But given the current situation, do you think we will play more role on the global side, on TD equipment?
Sure. And sir, apart from transformers and switch gears, I mean some of the equipment like grid automation, reactors, STATCOMs, where we have edge over the competitors. So, do you think this part will become major going forward or substantial part of the business, maybe three four years down the line? 13/20