Questions across 2 calls

Pankaj Agrawal

Firm not listed in source transcripts

Tata Technologies Limited

Tata Technologies Limited CC-Jan26.pdf · 2026-01-16

My question is with respect to a few of the non -captive contracts such as Volvo or Airbus. Are these contracts for the fixed state of jobs for certain years or there is possibility of revenue ramp-up? And my second question is that do we have more such partnership in plan for Q4 FY '26 or '27?

Okay. May I further ask in that, that by when we can -- or can we really expect, let's say, these kinds of projects to contribute more than 7%, 8% or 10% of entire revenue of Tata Technologies. I'm trying to understand that by what means and technology, we are able to derisk our dependency on Tata Motors and JLR. For example, if you talk anything about the BMW relationship or any such more relationship which is there in plan in, let's say, Q4 or '27?

RHI MAGNESITA INDIA LIMITED

RHI MAGNESITA INDIA LIMITED CC-Nov25.pdf · 2025-11-12

My question is with respect to the recent news on the production capacity decrease by Chinese steel companies and expected price increase so that Indian steel industry comes at par with Chinese steel production industry in the next 2 years to 3 years. So how is RHIM going to benefit from this? And are there on-ground capacity enhancement by Indian companies in the view of expected price increase in steel in the next 2 years to 3 years?

Understood. So if I may highlight that a few of the steel companies in India, they have started giving the outlook for their capacity increase in near future. So does it look like a very long-term strategy of 5 years, 6 years or near-term strategy of 2 years, 3 years?