I have just 1 question. Sir, what is the waiting period for gensets now? If someone places order with you, how much time you take it to deliver now?
Sir, even for industry is fine, sir.
Questions across 34 calls
Mahesh Bendre
LIC Mutual Fund
Cummins India Limited
I have just 1 question. Sir, what is the waiting period for gensets now? If someone places order with you, how much time you take it to deliver now?
Sir, even for industry is fine, sir.
Hi, sir. Thank you so much for opportunity. Sir, in last 9-month at the consolidated level, we have reported EBITDA margins of 18.4%. And when we talk about the next year, you indicated that you plan to grow with, I mean, double the GDP growth rate and 100 basis improvement in the margin. So 18.4% should I take a benchmark where we plan to add 100 basis point about this for next year?
Yeah, because, sir, last 3-year average has been -- I mean, it's around 16%. So...
Hi, sir. Thank you so much for opportunity. Sir, in last 9-month at the consolidated level, we have reported EBITDA margins of 18.4%. And when we talk about the next year, you indicated that you plan to grow with, I mean, double the GDP growth rate and 100 basis improvement in the margin. So 18.4% should I take a benchmark where we plan to add 100 basis point about this for next year?
Yeah, because, sir, last 3-year average has been -- I mean, it's around 16%. So...
Kirloskar Oil Engines Limited
Ma'am, you just mentioned about the natural gas gensets, and we already sold quite some volume in this quarter. So, I mean, how is the product compared to a traditional diesel engine in terms of performance and pricing?
And sir, a lot of investments are going in data centers now. So, have we introduced a product in that category? And what is the prospects in that segment?
Jupiter Wagons Limited
Sir, on wagon side, the incremental orders that are expected to come up maybe during the year. Given the current order book of all the wagon manufacturers, do you think there is a scope for us to improve our realizations in those new orders of wagons and margins could be much higher in those?
Sir, is it also true for the Railway wagons?
Bharat Forge Limited
Sir, standalone business is doing really well. But cumulative subsidiaries are still making losses. So, will they turn positive in FY '25 or '26 at PAT level?
And sir, last two quarters, the tonnage growth has been a single digit, but our average realizations are going up. In fact, last 13 quarters, our average reali zations are going up. So, will thi s continue? I mean, looking at the volume, our tonnage could not be a good idea.
Sir, last 12 quarters we have been growing in double digit, very strong growth for the last three, four years. Now, in the press release that we have released , mentioned that the Q4 and FY 25 growth is expected to be moderated. So, does it mean that instead of growing 20%, now growth could be moderate, maybe 10%, 12% kind of growth next year, is it mean?
Okay. So, only growth number will moderate?
Schaeffler India Limited
We have been talking about CAPEX of INR 1,500 crores over the next three years. So, we already done CAPEX last year, we are in the midst of that doing that. So , when will this get reflected in the numbers, I mean when this CAPEX that we're putting into factories , will start reflecting in our sales? Hardevi Vazirani So, partially, it is already reflecting. It is reflecting because the investment is not only into the into the capacity, investment is in setting up of new plant of Hosur, investment is into backward integration, roller localization in Savli. So, there are many things which are done to do the localization of finished products. So , we are already selling those products in the market from imported sources. When we localize, we are now selling from within our plan t. Sales does not necessarily increase or when we do backward integration, the parts are available easily within the local market. So, there are several topics within those investments of INR 1,500 crores which are not directly always linked to increase in sales, but yes, we can say that significant amount is towards that. So, some part we already see that it started impacting and that is the reason you see that the company is able to sustain the margins despite inflationary pressure of over 8% that the margins are maintained , because localization has been done for the child parts, etc., So, CAPEX is to be seen in those categories and you will see that increasingly when the market comes back in tractor, commercial vehicles, you will see those effects coming in.
So, you mean to say that the CAPEX will start influencing our operating margins maybe because a lot more things we were importing will get produced in our factories now? Hardevi Vazirani So, it is already impacting and that's why see we are able to sustain our EBITDA margins close to 18% despite having last year inflation averaged above 7% in the prices, personnel cost, fuel, etc., but we still registered EBITDA margin over 18%, and this is all possible because there are several measures in those directions.
CIE Automotive India Limited
Earlier we used to guide that based on the market growth we'll grow 5% higher than the market. So, whatever the blended growth of the market we will be 5% higher than that. So , what is the current quarter, the performance as far as this guidance is concerned and going forward what is the outlook for this?
Delay at ramp up at Bill Forge and aluminum business, was that because of the client or is it because of our limitations that we could not scale?
Hitachi Energy India Limited
Hi, sir. Thank you so much for the opportunity. Sir, previous two quarters, we were mentioning about the chip shortages that was actually limiting your production and delivery. So, has that problem been solved or is there still some issue on that?
And sir, if I look at last five to six quarters, apart from the HVDC orders, our order inflow has been almost constant for every quarter. I mean, when we look at the peers or other players in the industry, there is a growth, significant growth we are witnessing on ordering inflow side, but our side is remaining almost stagnant. So, what could be the reason for this, sir?
Craftsman Automation Limited
Sir I just wanted to know the breakup of our sales in terms of MHCV tractor, two-wheeler, four-wheeler and so on?
And Aluminum casting?
Elecon Engineering Company Limited
Sir, in the first half, we grew by 26% and just to meet our guidance of FY24 of Rs. 2,000 crores revenue, we need to grow by 35% in the second half , now the current situation, the business environment both in India and globally is slowing down, s o will we be able to hold on the numbers that we have been talking about?
And sir, we are in the month of October now and for next year given the order book and the new OEMs that we have signed in , any view on the growth prospects in FY24 in terms of sales growth?
Bharat Electronics Limited
Thank you so much for the opportunity . Sir, how much revenue we lost in the quarter because of the Israel conflict?
So, whatever the revenue we could not book, that will book in the fourth quarter?