Questions across 5 calls

Teena Virmani

Motilal Oswal

Cummins India Limited

Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2026-05-29

Shveta, congrats for a great set of numbers. I have two questions, one on exports and Powergen. So, on exports, can you please quantify or give a broad range as to possibly the element of currency depreciation in the overall export growth number or export number. And are all gains by Cummins India, even if you are doing exports to the parent entity?

Okay. So, it would vary from geography to geography. I mean, it would all depend particularly on the negotiations that you are having with the clients.

Cummins India Limited CC-Jun26.pdf · 2026-05-29

Shveta, congrats for a great set of numbers. I have two questions, one on exports and Powergen. So, on exports, can you please quantify or give a broad range as to possibly the element of currency depreciation in the overall export growth number or export number. And are all gains by Cummins India, even if you are doing exports to the parent entity?

Okay. So, it would vary from geography to geography. I mean, it would all depend particularly on the negotiations that you are having with the clients.

Kirloskar Oil Engines Limited

Kirloskar Oil Engines Limited CC-Sep24.pdf · 2024-11-13

Congrats for a decent set of numbers. My question is related to the competitive intensity in key nodes of Powergen for KOEL. So just wanted to understand, are smaller players or even the bigger players trying to get into the market share of KOEL ? during the qaurter have you seen any such kind of thing happening in in Q2 of FY '25 ? Because some of the players have priced their product in such a way that it is much lower than the market rate. So I just wanted to understand and take your views on the same.

So in terms of the ranges, let's say, the low kVA nodes or maybe the mid-kVA nodes up to 400, 500 kVA, have you seen competition from players like Ashok Leyland, Greaves Cotton or maybe Mahindra Powerol?

Kalpataru Projects International Limited

Kalpataru Projects International Limited CC-Jun24.pdf · 2024-07-30

My question is related to the execution growth for the company. So Q1 was weaker and it was expected to be weaker also because of labor related and election related impact. But how will execution ramp up in the coming quarters for the standalone entity because if railways is going to be weak, so will other segments grow faster than 20% to take care of your full year growth guidance of 20%. Just wanted some of your thoughts on this.

Right. Right. So Water segment, which was impacted in Q1. Water would start growing in the coming quarters where you don't see any challenge?

KEC International Limited

KEC International Limited CC-Sep23.pdf · 2023-11-02

My question is regarding the Middle East order book, which you mentioned that it was somewhere closer to INR50 billion. So how are margins and working capital in those projects, particularly from Saudi?

Okay. Okay. And in terms of the margins, like you mentioned that they are slightly better. So are they in the range of 8%, 9%, if 1 can safely assume that for the Saudi project?