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Questions across 10 calls

Sourabh Arya

Oaklane Capital

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2026-05-14
Am I audible?
Congratulations, Gauri, Rahul, Sachin and to th e whole team. My question is actually, of course, you have not commented on the new products, etcetera. But I want to understand from you like in terms of R&D, how, as a percentage of sales, it is going up for us? Or if you could talk about any patents, etcetera, in terms of number of patents, which are increasing for the company or not? And why I'm asking this is, I came across this latest patent, which was on maybe hybrid generators. And of course, Rahul's name was there. So, it's quite encouraging to see CEO of the company and it is there on the patent. So maybe some thoughts on how R&D and new products will come together if you could show something like there?
Kirloskar Oil Engines Limited CC-May26.pdf · 2026-05-14
Am I audible?
Congratulations, Gauri, Rahul, Sachin and to th e whole team. My question is actually, of course, you have not commented on the new products, etcetera. But I want to understand from you like in terms of R&D, how, as a percentage of sales, it is going up for us? Or if you could talk about any patents, etcetera, in terms of number of patents, which are increasing for the company or not? And why I'm asking this is, I came across this latest patent, which was on maybe hybrid generators. And of course, Rahul's name was there. So, it's quite encouraging to see CEO of the company and it is there on the patent. So maybe some thoughts on how R&D and new products will come together if you could show something like there?
Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-11-12
Hi, everyone. Congrats on a good set of numbers. Just a c ouple of questions. First is this B2C, so we have done this restruct uring and obviously name that ha s been dynamic. So, something changing with this main focus, etc., of the business or it's just a nomenclature.
So, efficiencies would move, then margin improvement there or the TAM, etc., of the business also, that won't change, right?
Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-08-07
Hi, Gauri, congrats on good numbers, and the team. Just a couple of questions. First is, can you comment on in Powergen? Are the volumes back like in last few calls, we have referenced that industry volumes are running at lower numbers. So if one adjusts the CPCB IV pricing of 20% to 25%, it seems volumes are still running low. So can you comment on that? And second, how has the market done and how has our market share has been in this particular quarter?
Okay. An d related, like obviously on HHP, we have not given precise numbers. But any qualitative comment there, let's say PowerGen has grown 15%. Has HHP grown much faster than that? Or anything there would be helpful?
Kirloskar Oil Engines Limited CC-Jun25.pdf · 2025-08-07
Hi, Gauri, congrats on good numbers, and the team. Just a couple of questions. First is, can you comment on in Powergen? Are the volumes back like in last few calls, we have referenced that industry volumes are running at lower numbers. So if one adjusts the CPCB IV pricing of 20% to 25%, it seems volumes are still running low. So can you comment on that? And second, how has the market done and how has our market share has been in this particular quarter?
Okay. An d related, like obviously on HHP, we have not given precise numbers. But any qualitative comment there, let's say PowerGen has grown 15%. Has HHP grown much faster than that? Or anything there would be helpful?
Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-02-12
So, I have a couple of questions. First is, what do we -- I mean to say, think about industrial segment now when government has reduced certain capex, etcetera, for this segment. So, in that context, obviously, industrial has done very good till now. So, what are our expectations, let's say, going ahead?
Second is like you used to mention about HHP market share, like I think you mentioned a couple of quarters back that market share is 12% for us. So, can you give some qualitative or maybe any quantitative also would be very helpful, how is our market share in HHP?
Kirloskar Oil Engines Limited CC-Dec24.pdf · 2025-02-12
So, I have a couple of questions. First is, what do we -- I mean to say, think about industrial segment now when government has reduced certain capex, etcetera, for this segment. So, in that context, obviously, industrial has done very good till now. So, what are our expectations, let's say, going ahead?
Second is like you used to mention about HHP market share, like I think you mentioned a couple of quarters back that market share is 12% for us. So, can you give some qualitative or maybe any quantitative also would be very helpful, how is our market share in HHP?
Kirloskar Oil Engines Limited CC-Jun24.pdf · 2024-08-08
A couple of questions. The first is, I need some clarity on capex number. So for this year, capex was guided around INR400 crores to INR450 crores. And now we have announced this 3- year plan of INR700 crores. So just some understanding -- just to get it better. So in this year number already includes some number for 3-year plan or not?
Okay. That's fine. And second is what I observe is domestic sales have gone down. So obviously, that also had an impact on top line growth of the company. So any particular reason for that? Maybe is it related to shifting of factory, et cetera? And second, when do we expect this normalization?

Acme Solar Holdings Limited

Acme Solar Holdings Limited CC-Feb26.pdf · 2026-01-30
Yes. Hi, sir. Congrats on a good set of numbers. Couple of clar ifications. The first one is the Greenshoe which we have won with NHPC. So, just want to understand, this was not part of the last quarter presentation. Is it like a new win one should consider?
But then, let us say, you were already building this project. And it had scheduled timeline of Jun’27 So, would this be accommodated at same place in terms of connectivity, land and everything? So, how can the planning be so quick within a span of 12 months for something which is just one?