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
12
Answered directly
79%
Numeric claims
3
Consistency
contradicted
Question ledger
Viper Zukshi · JP Morgan
directthe equipment has been ordered. Uh the bigger challenge that we've been facing is uh not so much that we don't have access to equipment but we have a little bit of limitations in terms of getting the engineers from China to come and help to actually commission the equipment.
Viper Zukshi · JP Morgan
partialthe sharing of technology, licensing technology is something that's been largely uh you know discouraged by the Chinese government. This is hitting all players and their technical tryups pretty equally at the moment.
Viper Zukshi · JP Morgan
directThe operating margins should be around uh let's say 6 to 7% to start with. uh but we feel uh as opportunity progresses... there is an upside possible on these margins
Ragunan NL · Noama Research
directboth the OEMs both in the four-wheeler as two-wheeler have grown more than 30% during the current quarter. Uh and uh after market was growing somewhere around 5 to 6% during the current quarter... Telecom obviously there is a degrowth
Ragunan NL · Noama Research
partialabout 70% of material between lead and alloys... plastics account for almost 10% of our raw material cost... at least another 2 to 3% kind of a price increase is something that we should look for
Ragunan NL · Noama Research
directLast quarter we have seen about 0.5% benefit coming from the recycling plant... there is a 5% accretion because of uh uh the recycling operation. We hope that will sustain in the coming quarters.
Ganesh · Unifi Capital
partialWe do build in a little bit of safeguards something more akin to kind of a take or pay kind of agreement... when we're building the 5 G ESS plant any up to that uh capacity whatever we're making in ESS cell we are the end user
Ganesh · Unifi Capital
partialwe're not going to be cost competitive with uh a product that's imported from China... China plus $15 to $20 is the minimum... if we can achieve a scale of about 8 to 10 gawatt hour work uh we see that there is a possibility of an IITA margin in the range of 10 to 11%.
Kapil Singh · Namura
partialwe are still hopeful to reach a 13 to 14% kind of an AITA margin even at a two lakh kind of a lead day... we don't foresee an immediate problem with respect to our tubular batteries
Kapil Singh · Namura
directa single 5 megatt hour container is almost a quarter million dollar of equipment... Amaraja is in a position to do a lot more localization domestic value addition... with policies coming in to mandate more domestic value addition I think a group like Amaraja is definitely in a better position
Janesh Gandhi · Oakland Capital
directthe deal earlier announced with goan is simply a corporate to corporate tie up. We've never sought any government approval... probably 2028 ending 2028.
Ganesh · Unifi Capital
directwe do expect that and we've already seen that battery packs are incurring a higher duty... by and large most of the OEMs that we're in touch with don't have plans to localize cells so they're in talks with players like us
