ABB India · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
64%
Numeric claims
1
Consistency
contradicted
Question ledger
Mohit Kumar · ICICI Securities
partialSo I think, Sanjeev here, we did have this election as well as budget period coming, so I think there was a bit of a slowdown in the marketplace. But going forward, I think we can give you a more granular view from our business heads...
Mohit Kumar · ICICI Securities
evasiveSo I think we haven't established any correlation, and we don't pay too much attention to that, because that's more of a flow which happens based on how the group companies and the global players may be exposed, right?
Sumit Kishore · Axis Capital
partialSo I think both are not comparable because group is exposed to all markets of the world... As far as India story is concerned, as you say, it's an India story... It's a sum total of number of things that converge...
Sumit Kishore · Axis Capital
directI said that the order backlog, which is roughly around about INR 9,500 crores today, has 40%-45% of Long Cycle and project orders... And the balance, 55%-60% is Short Cycle Orders, and that go over an execution period of 6-9 months roughly, right?
Jonas Bhutta · Birla Mutual Fund
declinedSo, Jonas, I think, to maintain the profitability and the performance of the company, it is important that we have the secret sauce with us, number one, okay? So we cannot be diversifying.
Jonas Bhutta · Birla Mutual Fund
directMore than half of our production, that means roughly 52%-53% of our production is of IE3, IE4 motors.
Amit Mahawar · UBS
partialWe are already looking at forward for next 5 to 10 years, and there, there are certain divisions who want this, capacity expansion. So you may have seen some announcement that we did yesterday, wherein we are adding a plant here in Bangalore...
Amit Mahawar · UBS
directMorten Wierod, who is now has taken over as CEO from first of August... he has a mandate for growth. So he has been given a mandate that the growth is the focus for him while maintaining the profitability that Group has achieved.
Shrinidhi Karlekar · HSBC
directLong cycle orders are definitely, I'd say 40%-45% of the backlog comes from projects and long cycle orders, which as a protection mechanism have the price variation clauses built in... But when it comes to the balance, 45%-50% of orders, which comes from short cycle orders... majority of them are fixed price contracts.
Shrinidhi Karlekar · HSBC
directI think the current margin expansions also give advantage of price on, you know, higher price at which we book the orders because of the time the material prices are higher... But I think now that the prices are stabilizing at this point of time... that particular difference... will start to thin down going forward.
Aditya Mongia · Kotak Securities
partialWe have a different view. Both motion and electrification are nearly same size... They follow the pattern of a fast-moving industrial goods pattern... I would say this is a early size cycle of India...
