Stockrabit · Analysts
Questions across 2 calls

Umesh Rao

Nomura

Kirloskar Oil Engines Limited

Analysts/Institutional Investor Meet/Con. Call Updates Kirloskar Oil Engines Limited has informed the Exchange about Transcript · 2025-08-07
Hi, good evening. My first question is pertaining to power generation segment. So if I look at current demand for power generation, especially from reality segment, so in your view, how we are seeing that demand currently looking like, whether we are more closer to peak kind of a demand, how we are setting it in terms of cyclicality? And also, if you can talk about other emerging sectors as well, data center, QSR, retail, hospitality, how do you see demand over the period of, say, next one year or so?
Got it. And the reality demand, is it broad based in terms of geographi es, or are you seeing differential demand with respect to any one particular region or any one particular kind of a breakup between urban, rural? And similarly, I mean, if there is any action on the pricing side during the quarter, have you seen any discounts given to the distributors? Because we have seen correction in the raw material price, that is big iron and other things?
Kirloskar Oil Engines Limited CC-Jun25.pdf · 2025-08-07
Hi, good evening. My first question is pertaining to power generation segment. So if I look at current demand for power generation, especially from reality segment, so in your view, how we are seeing that demand currently looking like, whether we are more closer to peak kind of a demand, how we are setting it in terms of cyclicality? And also, if you can talk about other emerging sectors as well, data center, QSR, retail, hospitality, how do you see demand over the period of, say, next one year or so?
Got it. And the reality demand, is it broad based in terms of geographi es, or are you seeing differential demand with respect to any one particular region or any one particular kind of a breakup between urban, rural? And similarly, I mean, if there is any action on the pricing side during the quarter, have you seen any discounts given to the distributors? Because we have seen correction in the raw material price, that is big iron and other things?