Stockrabit · Analysts
Questions across 2 calls

Siddhartha Bera

Nomura Wealth

UNO Minda Limited

UNO Minda Limited CC-Feb26.pdf · 2026-02-05
Sir, first question is on the exports opportunity. If you can just highlight exports out of India with what percentage for us? And given these trade deals which have got concluded, if you can just highlight any discussions we are having with global OEMs to sort of push exports aggressively? And how -- I think exports, I think, is a bigger part for our switch and seating business. So perspective for these businesses, how big is exports now? And any color you have in terms of the order book, how big can this be, say, maybe in a few years? That will be the first question. And second is, again, on these businesses, you talked about favorable customer mix. I mean, does it mean that one small customer has become big or exactly what -- how to interpret this favorable mix? Or is it in terms of profitability? And lastly, if you can talk about the capex plan given this new capex, which has got announced. So how do we look at the capex for this year and next year?
UNO Minda Limited CC-Nov25.pdf · 2025-11-07
So, my question is on -- first on this other category, especially the sensors and controller and EV systems revenue. I think as we sort of hit the base growth seems to have a bit slowed down in this segment. Can you just talk about a couple of things here about any new product development which you are doing, which is sort of expected to come going ahead across any of these categories? What is happening, some color there?
Sir. The second question is on this casting side. I mean, growth, you mentioned that there has been some deflation also because of commodity. But if we see in the last quarter, there has been some increase in the aluminum prices. And you also have commissioned your plant, which I'm assuming may not have co mpletely come in the quarter 2. So, should we expect a step -up in growth as all of these factors now sort of start benefiting you from this quarter onwards?