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Sourabh Arya

Oaklane Capital Management
KIRLOSENG

Kirloskar Oil Engines Limited

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Kirloskar Oil Engines Limited CC-Sep24.pdf
13 Nov 2024
Open call
  1. Gauri and team, congrats on decent numbers. The first question I have is on, again, B2C side. There, obviously, in last few quarters, it improved towards -- from 1% to 2% margin to 8% margin. And I know there are obviously this plant -related stuff, which impacted this margin. But what does it mean? It's again a reset to negative and then there will be a gradual journey towards 8% to 10%?

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  2. By Q4, okay. That's helpful. Second is, so at stand-alone company level, there is a reasonable improvement in gross profit margins of the company. Can you explain, maybe Rahul or Sachin, they can explain, that why this improvement is there, and is it sustainable?

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  3. Sure. And maybe then lastly, on the export side, so at the start of the year, we had, I mean to say, pretty strong expectations for the export business. While from Q1 to Q2, it has decelerated. Obviously, you commented that in H2 things will be better. But still at the full year level, what should be the expectation from exports?

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