Questions across 3 calls

Sonal Gupta

HSBC Asset Management

Hero MotoCorp Limited

Hero MotoCorp Limited CC-Mar25.pdf · 2025-05-14

Hi, good morning. Thanks for taking my question. First, I just wanted to get a sense on like the non-vehicle revenue part for this quarter. I mean like even adjusting for spares , like our ASP is sort of looking much higher on a sequential basis, so could you just highlight are there any other larger amount of non-vehicle revenue or other stuff which has sort of boosted the revenues for this quarter?

Okay. So on a sequential basis like our ASP is up big time, so I'm just -- is that just a mix effect or are there some other drivers there?

Schaeffler India Limited

Schaeffler India Limited CC-Mar25.pdf · 2025-04-30

Yes. So, sir, in your opening remarks, you sort of mentioned that you have moderated the capex going forward given the slowdown that we are seeing in demand. So, I just -- I mean, if you could give some more granularity on that? I mean, is this mainly because of the slowdown on the global side, or the domestic slowdown on the auto side? I mean, like if you could give us some color there as to what is -- and I mean, which segments are sort of turning out weaker than what your original expectations were?

Okay. Got it. The other question I had was like you mentioned on the hybrids as well that we are. So, I mean, if you could give us some -- I know we have been talking about the blended content on the PV side, and that is obviously growing. I mean we are getting into e -axle space as well. And so that is a very high-value component. So, I mean, if you could give us some idea of the content, right, like ICE versus hybrid versus the -- I mean, e -axle sort of thing. So, on the EV side. So, if you could give us some idea on what sort of realistic content values could we see for these? And because I think hybrid is a space where you would probably in the next couple of years see a lot of action, so.

Schaeffler India Limited CC-Dec24.pdf · 2025-02-28

Yes, hi. Good morning , sir, and thanks for taking my question and congrats on a good set of numbers. Sir, basically just wanted to understand, right, at a broader level, like for the full year we have done good growth, double digit growth in Automotive Technologies. So, if you could just sort of give us some idea of what have been the drivers because the industry volume growth has been relatively muted. So which categories, I mean, we did make a lot of investments in Hosur, so how are we ramping up there? And how do you see the prospects, assuming that even if the industry growth remains at similar levels next year, if you could give some sense of how the business is progressing?

Got it, sir. Sir just on the EV side, is that a meaningful portion for us right now? And I mean , other than the e-axle, are there any offerings that we have in this space?