Questions across 65 calls

Siddhartha Bera

Nomura

UNO Minda Limited

UNO Minda Limited CC-Sep23.pdf · 2023-11-07

Congrats on a good set of numbers. Sir, first question I'll take on the new order of capacitive switch, which you have indicated. Possible to highlight, how much will be the content compared to, say, a normal switch? And how to look at the value and the profitability for these type of switches?

Okay. And second, sir, on the alloy wheel side, you have talked about increasing the penetration levels over the six to seven years. So first is what is the penetration level currently? And how much can it go up to when you say that -- see the potential? And secondly, if you look at the capacity expansion, I mean, it seems much smaller than the potential which you are sort of expecting. So I mean how are you thinking about that?

Kaynes Technology India Limited

Kaynes Technology India Limited CC-Sep23.pdf · 2023-11-01

Sir, basically I wanted to check on this order book, so what will be the EV revenue share for you currently in the current quarter and highlight for the order book also, what will be the share?

Motherson Sumi Wiring India Limited

Motherson Sumi Wiring India Limited CC-Sep23.pdf · 2023-10-31

Yeah, Hi, sir. Thanks for the opportunity. S ir, my first question is in terms of outlook side, generally can you probably indicate how many new programs you are sort of looking to start in the next maybe one year time frame? I think in the past you had indicated like these number of programs you are expected to sort of start going ahead. So, some colour there, some update there would be very helpful?

Okay. The second question will be on the RM side. So we have seen a bit increase in the RM to sales in the current quarter. Possible to highlight why is that? Because last quarter, we had seen an improvement because of the model mix. Now we are seeing an increase despite commodity costs and even currency being favorable. So just your thoughts th ere, why has it gone up and how should we look at this going ahead?

Voltas Limited

Voltas Limited CC-Sep23.pdf · 2023-10-20

Sir, my first question is on the UCP Side so we have talked about a 20% volume growth and our overall revenue growth has been 15%. So, can I just tie where, how is the growth in RAC and if you can break into the remaining segments like CR and CAC, how the growth has been?

So, overall volumes include air coolers as well as ACs in that?

CEAT Limited

CEAT Limited CC-Sep23.pdf · 2023-10-17

Hi, sir. Thanks for the opportunity. And congrats, again, on the prize and good set of numbers. Sir, my first question is on this export plan, which you plan to sort of push from the last quarter of this year. Will it be fair to assume, we might see a pickup or an improvement on the exports as early as Q4 of this year, so that it's visible for the entire next year? Or do you think, some of the entry into US, the benefits from that in terms of the revenues might take longer to sort of be visible? So some more thoughts on that.

Got it, sir. And one question on the cost side. So if you see the other cost, line items are also steadily inched up even in this quarter despite any sort of major events. And i n the current quarter, we have a few events also. So first, some thoughts on why it has inched up? And can we see a bigger jump in the current quarter given that the events are there?