Amara Raja Energy & Mobility · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
10
Answered directly
45%
Numeric claims
0
Consistency
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Question ledger
Dunandan · Noama Research
partialUh yeah, I think see some of the uh additional uh volumes that we are expected to get from some of the u markets has kind of weakened during the current quarter. Uh we hope uh this revised uh scenario will settle down in the next one or two quarters and then we will again be back on a growth momentum.
Dunandan · Noama Research
directThere is no growth on the overall volumes. In fact, if you look at 30% degrowth and 15% growth in UPS, it will result in a degrowth of industrial lead acid volumes by about 3 to 4%.
Dunandan · Noama Research
directYeah, it was a 3 to 4% kind of an increase.
Dunandan · Noama Research
evasiveUh see as far as antimony is concerned I think it is now getting stabilized at a given level. As you know, we have taken some price increase in Q4 and thereafter uh the competitive scenario uh doesn't permit us to think about a further price increase immediately.
Dunandan · Noama Research
partialYeah, as I mentioned earlier the first capacity that will come is only of NMC uh where we have we are going to make the 21700 uh cells. The initial capacity will be 1 GAW hour. Thereafter we will see if it needs to be expanded to 2 G or should we go with an alternative LFP cylindrical cell of 30 to 140 pm factor.
Dunandan · Noama Research
declinedNo or no. I think there are discussions both happening at the low voltage as well as high voltage side. So there is nothing that I can uh disclose at this point of time.
Kapil Singh · Namura
partialNo, see as you know see we it all depends on the platform that we are participating and where we are getting a bit of a higher volume in certain OEMs. The number of customers that we are operating has not changed anything during the current quarter but only the some of the allocation that we have received on some of the platforms that we are participating has increased.
Kapil Singh · Namura
directit still remains around that 10 to 15% range uh depending on uh which product segment that we are talking about uh both in four-wheeler and two wheeler I think it is around that uh 15%
Kapil Singh · Namura
partialRecently we have seen some uptick at the raw material level uh but we are yet to see that translating into uh price change at the cell level. uh but I think our reading at this point of time is there could be a possible upward movement at the sell prices also because some of the base raw material there is a uptick in the price but how much of that will come into the market is something to be seen but we believe uh the $50 mark could be the bottommost and from there it can only uh move up.
Mukkesh Sarah · Amendas Park
partialYes, m that's what my my estimate also at this point of time. Um it depends on how the in the coming quarter the inventor season will behave. Uh because you know the current very very low demand considering the way the weather is behaving.
Samra Jada · Prosperity Wealth Advisor
directNo, no. See the tubular plant is uh quite as expected we are able to ramp up. So July we have commenced our commercial production. So it will take generally about 2 to 3 months to reach its uh full capacity. Uh thereafter it will run at its stated capacity of about 150,000 batteries per month.
Girish Kumar · Valpro
evasiveYes, very much. I I think uh energy storage system is a very important area for our growth from a solution side because there are three segments to this market. One is the retail home level. Second is the commercial and industrial level. Third is the grid level. So all three levels we are trying to now develop our own solutions and then see how we do how do we go for these three segments differently.
