Sir, if you can just call out for FY26, what was the total production in units, both for IDU and ODU and the capacity utilization for the year?
Okay. So 1.75 million and 2 million very broadly?
Questions across 4 calls
Saumil Mehta
Kotak Mutual Fund
PG Electroplast Limited
Aditya Infotech Limited
Yes. Thank you. Two bookkeeping questions from my side. Most have been answered. In terms of, now I see a sustained improvement in the gross margins. You've also highlighted that the contribution of CP plus is only going up. So ideally, that 23%, 24% gross margins have started to move up. And obviously, as quarters go by, we will see a much higher level than what we saw in the past quarters. In that context, how should we look at EBITDA margins on a sustainable basis? Should early teens once the new plant stabilizes and operating leverage comes in, should early teens something which is a possibility given the for traction and se veral business tailwinds what we have today?
Okay. And in terms of the second question, should one -- I mean, can you just quantify, are there any price hikes already taken in the last four, five months? Because our channel check suggests that there is already INR 300 to INR 400 on a blended basis in various products already price hikes, which have been there in the market. So I mean, are these already being taken or.
Polycab India Limited
Thanks for the opportunity and c ongrats on a great set of numbers. Two questions from my side. First, on exports. Now obviously, we believe in U.S., the Chinese and some of the other players will have some sort of issues given the higher tariffs. But outside of U.S., maybe in some other markets like Middle East, Australia and various other markets, are we seeing some sort of pricing aggression by Chinese players? And to that extent, are the incremental orders coming at pricing, which is much lower than what we've seen in the past quarters?
Sure. My second and last question is, obviously, this quarter would have some benefits from the slowdown of spending in the previous wave due to election . But going forward, are we seeing some sort of a slowdown given at least some of the broader macro indicators in India seem to have slowed down marginally. So, are we seeing some sort of impact in terms of ordering activity from the government or business seems as strong as usual? That's it from my side.
KEI Industries Limited
Sir, quick question from my side. While you mentioned the EHV segment had some weakness which in -- which was there even in Q2 and continue in Q3, when should we expect some sort of traction in this business? And was this weakness got to do with large domestic orders? I mean if you can give some color on this. How should we look at EHV segment going into FY '26?
So should we expect a meaningful step-up in terms of the specific business related to EHV going into '26 given FY '25 will have a very favorable base?