Ather Energy · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
10
Answered directly
60%
Numeric claims
2
Consistency
mixed
Question ledger
Nishid Jalan · Access Capital
partialdistribution and the product portfolio being very intricately linked... E is scheduled for launch later this year... directionally E is a lower cost architecture... commodities are in a crazy space right now... we are preparing for the worst.
Kapil Singh · Namura
directcost reduction can come further... there's like a 10-20% long-term potential still easy in the cost structures... ytd we are at negative 9% eida... by the exit of FI 206 we would be better than 9.
Kapil Singh · Namura
directus not having PLI is actually one of the strongest reasons to be optimistic... we have announced a 3,000 rupee price hike... we have the levers of the base vehicle price and the Ather pro price.
Kapil Singh · Namura
declinedwe are not giving that guidance. I know it's a straightforward match but from company's perspective we are not sharing guidance.
Chirag Jen · MK Global Financial Service
evasivesoftware is already performing well... beyond software, almost everything compounds basis your fleet size... there's a lot of upside potential there in the next 3-4 years.
Chirag Jen · MK Global Financial Service
directthe real growth in the EV2 industry has been masked... products priced above a lakh have grown at a beautiful growth rate... we are now finally starting to see those 20-30-40% year-on-year jumps.
Chirag Jen · MK Global Financial Service
declinedWe are still at an early stage. We are still evaluating it... all hands on deck completely occupied with the scooter segment right now... nothing for me to announce or declare today.
Mukesh Sarah · Evidence Investment Managers
directpro pack attach rates have gradually inched up from 89 to now 91%... south has been always very strong... non-south markets used to have a lower pro pack attach... as a store starts aging, its pro pack attachments start gradually inching up.
Amin Pirani · JP Morgan
evasivewe've been engaged with relevant ministries... we haven't heard of revised timeline... we do know obviously it's deferred but we don't know till when.
Nitin Aurora · Access Mutual Fund
directthere was by the way some cannibalization of 450 with Rista... with E we do expect that there will be some cannibalization... if there is cannibalization here actually as a company we are happy because E has underlying better cost structures.
Vijay Pandy · Noama Wealth Management
partialour bomb has reduced by roughly about 8%... from an average weighted average bomb of 1.22 lakh rupees to roughly about 1.11 lakh rupees... at a cell level the total cost of cells is below 20%.
Pratiti · Param Capital
partialwe looked at bass first and foremost as a strong marketing lever... it has fairly small attach rates today... the ban impacted our sales in Q1 Q2... Q3 onwards we have had no material impact because of the ban.
