UNO Minda Limited CC-Mar25.pdf · 2025-05-21
Hi, sir, thanks for the opportunity and congrats on a great set of numbers. The first question is on your sensors, controllers and the Westport business, while they have ramped up quite well if we look at on YoY basis. So some color there how do you see the growth in the next two years in each of these three businesses, where are the tailwinds which you are seeing and how to think about growth in these three businesses? That is one. Second is on the alloy wheel side, if we see the growth what we are delivering now, is it more representative of the industry, or do you still see in some segments there is a sort of capacity constraint and with more capacities coming up, you can still continue to grow faster? And here the aftermarket seems to be a very small part, while there is a lot of potential, we have not seen that sort of going up in your aftermarket mix. So what are the thoughts there? And sir, lastly on the CAPEX and investments, while you have mentioned Rs.1,300 crores. I believe there is another Rs.200 crores you need to pay for the Friwo acquisition. Some color if you have accounted this year or that will be separate? And for the Suzhou Inovance, of Rs.423 crores, how much have you accounted for in this number of Rs.1,300 crores in FY26? That will be all.
That is fine, sir. Thanks, sir. One clarification is this Rs.40 crores annual charge which you mentioned, this will be from next year, right, it has not come in the current quarter, will that be the right assumption?