Questions across 7 calls

Sabyasachi Mukerji

Bajaj Finserv AMC

Timken India Limited

Timken India Limited CC-May26.pdf · 2026-05-19

Just one question. On this manufactured versus traded mix of 65%, 35%, where do you see this number going in next 2 to 3 years, given the thought process behind setting up this Bharuch facility was to replace the traded products that we used to import to Make in India and manufacture here in India. So, what this number should be in 2, 3 years?

Got it. Understood. Just another question on the segments that we cater to, railways, mobile, process and automotive, industrial aftermarket and of course, exports, which are the segments that you think would grow faster in the next 1, 2 years? And rail, you mentioned, I mean, it will be slow and steady, but how about the other segments where you see faster growth in the next...

Timken India Limited CC-Feb26.pdf · 2026-02-09

Two questions from my side. First is, I see a good, strong growth in both mobile and process. Mobile, as I understand, CV outlook, CV growth is strong. My question is what is the outlook on rail and the export segment now that the India, U.S. BTA is done. So what is the kind of outlook for Q4 as well as FY '27?

But just a follow-up here. With tariffs, U.S. tariffs going down from 50% to 18%. I mean, what happens to the shipments? I mean, is there anything material that is happening because our parent is U.S. parent, right? So anything on that front in terms of shipments, in terms of orders, are we seeing any pickup? Anything on that?

Page Industries Limited

Page Industries Limited CC-Mar25.pdf · 2025-05-15

My first question is on the volume growth outlook. While I understand that Q4 has been particularly strong when I compare past few quarters, 8.5%. But are we seeing any possibility of going back to, let's say, high-single digit or early double-digit kind of a volume growth in FY '26? Yes, that's my first question.

Got it. Very encouraging. A follow-up to that if you can highlight how has been the secondary and tertiary offtake in Q4, that would be helpful.

Page Industries Limited CC-Dec24.pdf · 2025-02-05

Thanks for the opportunity. First question on the volume growth moderation in Quarter 3. So, just wanted to understand the secondary and tertiary level trends. Are we seeing moderation in those level as well? If you could explain a bit?

When you say better, is it on the absolute number of pieces or is it the growth rate?

Motherson Sumi Wiring India Limited

Motherson Sumi Wiring India Limited CC-Jun24.pdf · 2024-08-05

Two questions. First, on the basic fundamental one, on the copper prices, I understand copper is a pass -through. Let's say the copper comes down, which is coming down, and we have to pass it on. And let's say we maintain the spread per kg, then the percent age margins will look better. How should one think of it in terms of gross margins going ahead?

Right, so mathematically, the percentage margins will look better, right?

Sobha Limited

Sobha Limited CC-Dec23.pdf · 2024-02-08

Yes hi. Thanks for the opportunity. First question is on the -- in your initial comments that you said that will do a 20% growth on -- in FY '24 on t he FY '23 number of INR5,198 crores. 9- month FY '24, we are already up by 38%. Do you expect a very soft Q4 in terms of bookings?

Got it. Just a follow-up here. So does it mean that probably launches will get spilled over to next quarter Q1? And is it a fair assumption that '25 al so, FY '25, we'll see a decent growth in terms of sales, 15%, 20%? Do you have guidance over that?

Balkrishna Industries Limited

Balkrishna Industries Limited CC-Dec23.pdf · 2024-01-25

Do you want to put any volume guidance for the next year, FY '25?

Sir, where am I coming from is that historically, wherever in BKT history, whenever we have seen a volume decline, the following year has been actually really good, be it FY '16, where we saw volume decline or FY '20 as well. Do you foresee similar kind of a thing in FY '25 playing out?