Questions across 3 calls

Prolin Nandu

Edelweiss Public Alternative

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-11-12

Yes. Hi. Thank you so much for giving me th e opportunity. So, my question, Gauri, is to understand how are things shaping out for us in data center? Because when we do some channel checks with, let's say, a solution provider for data centers or people selling some other equipment to data centers, KOEL's name does not come across as one of the contenders there. So, could you help us understand where are we in the journey where we have some significant wins in data center as a category?

So, is it start with, let's say, 8 data centers and you move up? How do we get into that specification kind of a thing, right? As you mentioned, it's a U.S.-driven specification. So, does it start with edge data centers before we move, just want to understand our strategy, right? I understand it's a tougher market, but is it just the case of our DG sense it's being used in some data centers, the performance being monitored? Or are there any other strategies that we are adopting, right, to penetrate this market?

Kirloskar Oil Engines Limited CC-Nov25.pdf · 2025-11-12

Yes. Hi. Thank you so much for giving me th e opportunity. So, my question, Gauri, is to understand how are things shaping out for us in data center? Because when we do some channel checks with, let's say, a solution provider for data centers or people selling some other equipment to data centers, KOEL's name does not come across as one of the contenders there. So, could you help us understand where are we in the journey where we have some significant wins in data center as a category?

So, is it start with, let's say, 8 data centers and you move up? How do we get into that specification kind of a thing, right? As you mentioned, it's a U.S.-driven specification. So, does it start with edge data centers before we move, just want to understand our strategy, right? I understand it's a tougher market, but is it just the case of our DG sense it's being used in some data centers, the performance being monitored? Or are there any other strategies that we are adopting, right, to penetrate this market?

Kalyan Jewellers India Limited

Kalyan Jewellers India Limited CC-Dec24.pdf · 2025-01-30

A few questions from my side. Just to pick up from where y ou left in terms of the EBITDA margin, right, when it will start growing, so the larger question as to just focus on our own stores, you said once the debt is repaid at that time, you will again come back to the COCO kind of model. Is it fair that your foc us on COCO will start sometime in FY '27, is that understanding, correct? Or from there on the percentage of COCO should see an increase in the overall store that we add every year?

And that ideally going ahead, that revenue share should be in favour of COCO, right? Once the debt repayment happens? Is that also fair to think about?