Amara Raja Energy & Mobility Limited CC-Dec24.pdf · 2025-02-10
Yes, thanks for the opportunity, and congratulations on the strong volume growth. Just coming back on the lithium-ion side, can you just provide some updated timelines of the next plant that is stated to come with Gotion where you're highlighted that 4 to 6 gigawatt hour could be potentially possible because it looks like even the first phase is seeing a bit of a delay because earlier we were planning to commence commercial supplies in FY27 and now it looks like we come up with a 1 gigawatt hour by early CY27. So, yes, just some updated timelines on the NMC as well as the LFP plant with Gotion would be helpful?
Got it. And this is a follow up to this, the press release that you mentioned that there are some headwinds in the sector. So what exactly are these headwinds? Is it like the lower cell pricing or over capacity from China? So, what exactly are these headwinds that we are talking about?