ASK Automotive · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
83%
Numeric claims
3
Consistency
mixed
Question ledger
Ragunan NL · Noama Research
directWe'll close the FY26 capex. We had planned 450 crores initially... However, we tried to economize... but then another capex of 40 crores we did for to set up the solar power plant... still we'll close the capex at 500 crores. FY27 capex will be less. We intend to be within limits for up 400 crores only.
Ragunan NL · Noama Research
directSee the brake pads overall market is less uh than that. So our market share should be around between 10 to 12% or something.
Ragunan NL · Noama Research
partialThe FY26 exports as I mentioned will be flat. However, the exports to Ford have already started. The containers are going but because of the great uncertainties uh created by the tariff issues... we are very hopeful that since our product is highly technical we feel there'll be some smooth supplies in the FI27.
Ragunan NL · Noama Research
directIn this quarter we have reached uh between 75 to 80% capacity utilization in the Bangalore plant and now it's almost fully operational... capacity utilization in Rajasthan plant remains at 65% only uh because in that we are waiting for some new uh items to be started which are likely to start at the H2O.
Naven Kumar Dub · Denalia Financial Service Limited
directwe have not taken any price increase so far and uh the margins uh uh that you see uh is already down by at least uh 30 to 40 basis point because of the aluminium price increase. The revenue has gone up by uh that much and the IITA margin has come down by 30 basis point. So what you see the beta margin in this quarter of 13.4 would have been 13.7 or 13.8 had the aluminium uh prices have not skyroed.
Naven Kumar Dub · Denalia Financial Service Limited
directThat's progressing pretty well. We are going to take out the product in our premises the first product uh in February by before February end there'll be testings for a few months and we hope to start the supplies in the in start of H2.
Vijay Pande · Noama Wealth Management
directUh the aluminium prices are passroughs month on month. So uh we are not very much affected on that account. So that's what we said that the absolute ea numbers remaining the same only the uh percentage of the I beta has gone down by 30 basis point.
Vijay Pande · Noama Wealth Management
directNo we are not incurring any extra there's no impact because the project is getting almost complete uh the all the supplies had already come before the price increase. So this new solar plant will be set up within the stipulated uh budget.
Deep Sha · Yes Securities in Institutional Equities
evasiveThe one thing is going on well it's under testing. There were a few amendments to be done. We have already done those amendments. But you you know I have explained it in every call that this being a safety item we cannot uh uh do any hurried call we cannot take you know. So let the customer take the call. But we are very confident all the results will definitely come in the Tavan collaboration also positive results will come.
Deep Sha · Yes Securities in Institutional Equities
directwe are very uh much on track on that already the machines have come the setup and is there and I think all our samples etc production will come out in the Q2 uh of FI27 and the supply should start in the H2. Addressible revenue side is about 100 CR that's all.
Yesesh Agarwal · NAL bank
partialThere is no no update from the government. Uh I think it is only it was a draft which is now hanging you know because the request of the also in the quarter three we have seen that the two wheeler I segment growth outpaced the two-heer EV segment. So mainly maybe because of the GSG benefit uh the like I segment is doing better in the two-heer side.
Sahil Sangi · Wash Network Capital
directSee there has been an impact on the Indian afterm market as I have mentioned many times that the reduction of GST we were unfortunate to be on the 28% bracket now that it has come down to 18%. So lot of gray market we are giving a tough fight to the gray market operators... plus our ICE uh OEM players you know their duty was also reduced from 28 to 18% so their numbers have also increased tremendously and in the Q3 even they grew by 15%.
