Congratulations on good set of numbers. Sir, I would just like to get some sense on the non - bearing part of the business as in today, how much would be roughly the contribution of that business? And within that business, which will be the key components? And just over the coming years as multiple powertrain solution emerges in India for passenger vehicle, how will this business as per you evolve? Is there any significant tailwinds or headwinds to a particular product, which you would like to highlight? So j ust some sense on the non -bearing part of the business.
Questions across 24 calls
Rishi Vora
Kotak Securities
Schaeffler India Limited
UNO Minda Limited
Yes. Hello, sir. Congratulations on good set of numbers. My first question is pertaining to EV segment. Can you just throw some light on how currently you are seeing the demand trends given the reduction in the FAME subsidies? And also in your order book, can you broadly give us indication on like what amount of order book is from the incumbent two wheeler OEMs and what part would be from the new age OEMs?
And just on the gross margin side, we have seen some uptick in the base metal prices recently. Obviously, our alloy wheel business will have some dependence on Aluminum. But apart from that, which would be major commodities for us? And are we seeing any inflation currently in those elements?
CEAT Limited
This quarter, our volumes grew by 5% and replacement segment also grew in that range. And you guided for a high single-digit, low double-digit growth in the coming quarters. So what are the key drivers for volume trajectory to improve from here on? Can you just highlight some of those that you are seeing on ground? .
Sir, any ballpark number which you'd like to share for full year in terms of overall volume guidance, it is high single digit for full year across segments like on a blended basis?
Thank you, sir for giving the opportunity and congratulations on good set of numbers. Just one thing on the natural rubber procurement, can you just give us a sense on how much of the natural rubber requirement is met through domestic market? And how much is imported? And also, lately, we have seen that international price -- rubber prices have surged quite significantly. So what is the reason behind it? And do you expect that domestic natural rubber prices because of the higher international rubber prices can inch-up? Like how has been the historical trend of the commodities, that would be helpful?
Understood. And sir, what would be the difference between the current landed cost of international rubber and the domestic rubber prices today? Like any sense you have?