Stockrabit · Analysts
Questions across 1 call

Naushad Chaudhary

Birla Mutual Funds

Voltas Limited

Voltas Limited CC-Dec24.pdf · 2025-01-30
Sir, hi. Two clarifications. Firstly, on the backward integration strategy point of view. So, I think we are doing a lot of products which are very, I think, easy to make and can be easily outsourced. So, what gives us confidence that making it in-house would give you better ROCE versus outsourcing it?
Okay. Second on the V oltbek, sir. We have been indicating that because of the operating leverage, this entity should become breakeven and then become profitable. But if I look at actually from a gross margin point of view, we work on a very thin gross margin in this business. And can you help us understand which line items would help you in terms of operating leverage? Because I believe we are already operating at very good efficiency from an operating leverage point of view. We have to work on the gross margin side here in this business.