Congrats on a good quarter. Sir, just wanted to get more color on competitive intensity in the market. Last two quarters, you indicated Chinese competition as well, and we understand some of your European competitors are setting up incremental capacities in India. So in light of that, I just wanted to hear your thoughts around, please?
Questions across 6 calls
Mohit Pandey
Citigroup
ABB India Limited
Kirloskar Oil Engines Limited
Yes. Thank you for the opportunity and congratula tions on a great set of numbers. First question is on the Railway offering. If you could please give some more color on what has been driving growth here for KOEL.
Okay. So, any specific offerings you would like to call out, which has stood out for you for Railway.
Yes. Thank you for the opportunity and congratula tions on a great set of numbers. First question is on the Railway offering. If you could please give some more color on what has been driving growth here for KOEL.
Okay. So, any specific offerings you would like to call out, which has stood out for you for Railway.
Cummins India Limited
My question is on the distribution segment. Do you believe this 20%, 21% -odd growth looks sustainable? And if you can also share comments on, are we seeing increased competitive intensity from third-party providers and distribution?
Understood, ma'am. And secondly, on Industrial. So the demand that was impacted this quarter due to monsoons, so that is lost demand or some of that can spill over? And secondly, if you can share color on new product launch pipeline in Industrial beyond ra ilways, that would be useful ma'am.
My question is on the distribution segment. Do you believe this 20%, 21% -odd growth looks sustainable? And if you can also share comments on, are we seeing increased competitive intensity from third-party providers and distribution?
Understood, ma'am. And secondly, on Industrial. So the demand that was impacted this quarter due to monsoons, so that is lost demand or some of that can spill over? And secondly, if you can share color on new product launch pipeline in Industrial beyond ra ilways, that would be useful ma'am.
Bharat Electronics Limited
Sir, first question would be on QRSAM. So once the order is received, what would be the execution time line, sir, 3 to 4 years? Is that a fair assumption?
Understood, sir. Okay. Sir, second question was on the DAC approval. So apart from the INR 79,000 crores, there were other 2 approvals as well this year, so -- other 2 set of approvals. So possible to share what could be the size that BEL could be in play for from the other 2 as well that total to around, I think, INR 1.4 lakh crores or INR 140,000 crores?