Stockrabit · Analysts
Questions across 14 calls

Mumuksh Mandlesha

Anand Rathi

Hero MotoCorp Limited

Hero MotoCorp Limited CC-Dec24.pdf · 2025-02-07
Thank you sir, for the opportunity. And nice to see the new Hero website. Sir, firstly, can you help us understand plans to revive the HF Deluxe brand on the 100cc portfolio? And also, I have seen that recently there has been changes made in the pricing. Just want to understand over me dium term, what's the plan for to revive this brand, sir?
Got it, sir. Sir, on the Harley -Davidson partnership, you recently mentioned about the extended partnership and plan to launch a new motorcycle. Just can you share what are the plans on the product portfolio there? And also, just want to understand, are there any export opportunities where we can leverage the global Harley-Davidson network for the X440 brand?
Hero MotoCorp Limited CC-Dec23.pdf · 2024-02-10
Thanks much for the opportunity and congratulation s on the continuing seeing good gross margin improvement despite the festive during the quarter. Sir, we had partly talked about earlier on the demand side, but can you share more thoughts on how do you see the gr owth in sub-segments of the motorcycle and scooters for next 1-year perspective? I mean in the context of that, premium and scooters have largely recovered in comparison with FY19, so how do you see next one year for the growth between the sub-segments?
Thank you so much for the answer sir. Just only, what could be revenue for the parts in this quarter? Thank you.

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Dec24.pdf · 2025-01-27
Sir, in Europe, particularly, can you speak how has been the growth for the agri and the OEM segment, sir? And sir, in the near term, considering the base of Q4 last year, do you see Q4 being flattish? Or do you see some growth in Q4 also, sir?
Got it, sir. Sir, in this quarter, the freight costs have come down. Is there any freight surcharge also being changed, sir? Has the freight surcharge also been coming down along with the freight cost, sir?
Balkrishna Industries Limited CC-Dec23.pdf · 2024-01-25
Congratulations on a good set of results. Sir, you talked about the market share gain, which led to growth during the quarter. Can you indicate where are we in terms of market share and how we are progressing toward the 10% market share target, which we had? Should it be achievable in the next few years? And can you indicate what the major driving factors for the improvement in market share would be?
And sir, it would be led by industry consolidation, sir?

JK Tyre & Industries Limited

JK Tyre & Industries Limited CC-Mar24.pdf · 2024-05-22
Congratulations on the good results and on the Chairman video and the MD award, sir. In terms of distribution, how do you see the expansion of the current 750 -plus exclusive stores and the reach of 1,300 fleet operators expansion ahead, as that is driving the outperformance over the industry for the company? Al so, what would be the volumes coming from the brand store currently? And in terms of profitability, how it would we be differing from the normal channel?
In terms of fleet operators, sir, how is that changing next year?

Ramkrishna Forgings Limited

Ramkrishna Forgings Limited CC-Mar24.pdf · 2024-05-02
Thank you Sir for the opportunity and thanks for detailed presentation. Sir, on the recent order wins in the PV segment on the Mexico plant and the North America to INR 20 Million order. Can you share what would be the current revenues from the PV segment? And what is the expected revenues from this new order wins over the next two to three years? And can you share some thoughts on the profitability for the PV segment will it depend from the overall business and particularly with the other new Mexico plant how there will be the profitability?
On this Vande Bharat order of INR 270 Crores, what was the time line for this order? And also, will this be the fabrication capacity, which will be used for the service order?

CEAT Limited

Craftsman Automation Limited

ZF Commercial Vehicle Control Systems India Limited

ZF Commercial Vehicle Control Systems India Limited CC-Dec23.pdf · 2024-01-31
Thank you so much, Sir, for the opportunity. Starting on the fleet cost, I mean, the freight cost is about 2% of the revenue and we have exports about 30% of revenue and we also do some imports at 10% of revenue. So how do you see the impact of the freight cost on numbers? Will it be a pass through to the group companies or will we have to bear the impact?
I will just repeat. I want to understand what are the exports we do? The increase in freight cost we would have to bear it or the group companies would bear it, and secondly, even the imports which we do, the impact would be on us or not.
ZF Commercial Vehicle Control Systems India Limited CC-Jun25.pdf ·
I just had one question, sir, on the ADAS opportunity. We have been always strong in the heavy commercial vehicle. Now since the regulation is applicable to some part of LCV and ILCV portion, which is less than 15 ton and more than 3.5 ton. How do you see our position and presence for this part of the segment for the ADAS function? And also in earlier calls, we have indicated INR 65,000, INR 70,000 value for the ADAS content. Just wanted to check for the LCV part of the market, what -- how the content would be differ from the heavy commercial part?
Got it. So our presence would be more on the pneumatic portion of the opportunity for ADAS?

Escorts Kubota Limited