The first question I've got is on Cummins parent investing close to $450 million to raise 20 gigs of capacity by 2030. So, I would imagine ideally this should compress the import timelines. So, as we speak today, how much is the timeline for import of this QSK78 or 95? And along with this, you could also comment on how much time does it take for locally manufactured QSK60? That's the first question.
Questions across 7 calls
Rahul Gajare
Macquarie Capital
Cummins India Limited
The first question I've got is on Cummins parent investing close to $450 million to raise 20 gigs of capacity by 2030. So, I would imagine ideally this should compress the import timelines. So, as we speak today, how much is the timeline for import of this QSK78 or 95? And along with this, you could also comment on how much time does it take for locally manufactured QSK60? That's the first question.
Two questions. One, on the exports, given that the third quarter we had seen weak exports, can you break this up geographically to understand which particular geographies are really impacting the overall exports? And the second question is, given that a lot of parent capacity is kind of used up to sort of data center market in the American region, I want to understand if you are getting demand or inquiries for data center from other geographies?
Okay. The reason I had asked that was Gulf region has seen a lot of cancellation or delays in orders. So, I just wanted to understand. And you did indicate that other markets will include Gulf or Middle Eastern market. Apparently, that market is also talking about significant capacity addition on the data center. So, no inquiry from that market at all?
Two questions. One, on the exports, given that the third quarter we had seen weak exports, can you break this up geographically to understand which particular geographies are really impacting the overall exports? And the second question is, given that a lot of parent capacity is kind of used up to sort of data center market in the American region, I want to understand if you are getting demand or inquiries for data center from other geographies?
Okay. The reason I had asked that was Gulf region has seen a lot of cancellation or delays in orders. So, I just wanted to understand. And you did indicate that other markets will include Gulf or Middle Eastern market. Apparently, that market is also talking about significant capacity addition on the data center. So, no inquiry from that market at all?
Hitachi Energy India Limited
Hi Venu, just continuing the export bit. Is it fair, I mean you did say that you are catering to the SAARC region and Southeast Asia. So, all of this is necessary with you all only. Is that how one can interpret this?
It's necessarily catered by Hitachi India itself? Or you will be…
ABB India Limited
Yes. Hi, good evening. S o we have seen a sharp decline in margin over the last 2 years. And we understand this is a combination of QCO, For ex and now the Gulf war being the latest variable. Now based on your assessment and on the back of the price hike that you have taken , when do you think we can see ABB going back to 18%, 19 o r if that is a two-step process, when do we see the company going back to 16%, 17% margin?
Yes. So , do you see the entire year will be subdued in terms of profitability based on the backlog that you'll have, having the limited price hike that you have been able to take?
I just have one question. You have touched on delay in order finalization, I think, in your opening remarks. Now, it is very clear that I think the entire order inflows are supported by base orders. But in the last four quarters, we have got only Rs. 400 crores of large orders. I want to understand if you could highlight discussion with clients and if it is further possible to quantify the kind of large orders that we are looking at over the next maybe three to four quarters, I think that will be helpful.
In that case, is it possible you all can highlight the kind of growth that you are thinking of when you are talking about classifying certain industries into high growth or medium growth or low growth? Is that something you can do?