Questions across 23 calls

Mitul Shah

DAM Capital

JK Tyre & Industries Limited

JK Tyre & Industries Limited CC-Dec23.pdf · 2024-02-08

Congratulations for a very strong EBITDA margin performance vis -a-vis pee rs Sir, first question is on volume growth. When we are indicating 7% growth -- So 7% volume growth is for Q4 or going forward even '25, '26 we'll witness similar growth? And on that only in case if we are assuming 7% growth and OEM, CV as well as tractor sales are coming down on a Y -o- Y basis. S o that means OEM growth would be more or less slight or marginal growth that implies that replacement growth should be 12%, 15% type of number. Is that assessment, right, sir?

Yes, yes.

JK Tyre & Industries Limited CC-Sep23.pdf · 2023-11-02

My first question is on export side. Export if you can give either in value terms or volume terms Q2 versus last year Q2 how much decline we have witnessed?

Sir this 6% decline in volume or value.

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Nov25.pdf ·

First question is on margin side, sir, if I look at your presentation, utilization Q-on-Q has dropped from 69% to 60%. So, drop is not very big. So, margin contraction seems to be slightly beyond operating leverage. So, is there any pricing pressure also?

So, then the second question is on the order wins. This other orders you have indicated about 4 to 5 years lifespan, but this railway. So , this Rs. 200 crore as well as Rs. 96 crore, railway and the Rs. 200 crore from the railway casting. Are these executable in the next 1, 1.5 years?