Questions across 9 calls

Varun Jain

Dolat Capital

Tega Industries Limited

Tega Industries Limited CC-Jun26.pdf · 2026-06-02

So, my first question was on the consumables business only. So in Feb '26 call, I think management had guided consumables for the year will end at 8%, but it has ended a little flattish. So any reason like in the past 3 months, like such a big divergence came.

Sure, sir. So sir, my question was that like if I look at the consumables growth year-on-year, so in FY '24, it was 10% and FY '25, 11% and '26 flat. So even the past 3 years, management keeps guiding 15%, but consistently, Consumable segment has been weaker. So would you like to -- like a longer-term guidance, would you like to revise it down to maybe 10% or 12%?

Tega Industries Limited CC-Feb26.pdf · 2026-02-12

Yes. Hi, sir. So, my question was that, sir, in this business, usually, we always have that H2 is stronger than H1. And you had guided that overall, the revenue growth for FY26 will be close to 15%, 25%- plus for equipment, which is there in nine months also, and maybe 12%-13% for consumers, which is on a nine-month basis, like 2%-3%. So, sir, like, can you explain like what has happened?

Specifically for consumables, what happened like why was Q3 much weaker, there was no growth almost like 1%?

Tega Industries Limited CC-Nov25.pdf · 2025-11-13

So at the start of the year, I think you had guided equipment business revenue growth of 25%. And now it seems we'll be massively overshooting more than doubling that in FY '26. So sir, what happened? Like any reason why such a bumper growth has come?

No, that is visible. So this high run rate of 65%, will this continue in H2 also for equipment business?

Tega Industries Limited CC-Jun25.pdf · 2025-08-05

My first question was your FY '26 capex guidance and its breakup.

So of the 3 capex you mentioned of Chile, Dahej and McNally, we can say roughly half will be this year because it's over 2 years?

AIA Engineering Limited

AIA Engineering Limited CC-Jun26.pdf · 2026-05-26

Good evening, Kunal bhai. Good evening, Sanjay bhai. So, congratulations on a good set of numbers and on the mine conversion. So just on that, so this mine conversion, what is the sustainable volume it will add every year to AIA?

Okay, sir. And sir, this customer, this is -- I'm assuming this is a Chilean copper mine. Is that understanding right? And on that, we were hearing that there are some reports that the...

AIA Engineering Limited CC-Feb26.pdf · 2026-01-30

So sir, I wanted to ask you in your mining volumes which are close to 40,000 MT per quarter how much of it is in India? And how much of that is to -- approximately how much of that is to Hindustan Copper?

Yes, yes. No, I understand that. So sir, since in the initial remarks, you were saying that there's a lot of geopolitical uncertainty.

Timken India Limited

Timken India Limited CC-May26.pdf · 2026-05-19

Hi, sir. Good evening. My first question is that I just wanted to know the segmental breakup for Q4 and FY26?

Okay. Thanks. That's very helpful. And sir, for this Jamshedpur capex, are we online to go live with it in the December '26 quarter and what is the revenue potential for it like what is the asset turn? I think you're investing INR120 crores there and what is the total overall capex guidance for '27?

Schaeffler India Limited

Schaeffler India Limited CC-May26.pdf · 2026-04-30

I have a couple of questions. So, you said the bearing localization has reached 80%. So, I what is this localization percentage for spherical roller bearings and cylindrical roller bearings? And this 80%, which you said, what is the upper bound of where localization can go? Can it be like 100% also?

Okay. And this U.K. catch line, which you relocated to, when will it begin production? And what is the pace of ramp-up you see for this?

Supreme Industries Limited

Supreme Industries Limited CC-Dec24.pdf · 2025-01-20

Hi, sir. So, my question was in the Gas Piping Systems business, you had expected some orders in Q2 FY25. So, has the order scale increased in Q3 and how is that going? You had told us that there is a very difficult testing procedure for these pipes?

Any reason for that?