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
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
Kupas Shanka · Aendes Park
directthe highest attach rates are in south India particularly states like Kerala where there is nearly 98 99% kind of attach rates followed by middle India followed by rest of India... rest of India which is our weakest zone by far is also at 81% attach rates right now.
Kupas Shanka · Aendes Park
directif the new store is opening with an existing dealer partner... the ramp up is certainly much faster... new city, new store growth has uh uh definitely surprised us... operational break evens on average being achieved by every cohort of stores that we open in about a quarter match two quarters.
Kupas Shanka · Aendes Park
evasiveWe're not giving any specific guidance for new store expansion in FI27... new store expansion is becoming a little bit of BAU for us... I certainly hope that the current pace of EC opening on a quarterly basis will more or less continue.
Gungjan Pritani · Bank of America
partiallithium particularly uh was a pretty crazy commodity... going up from $8 per kilogram to about $24 per kilogram... the final price of a lithiumion cell is up quite considerably... prices could be up like 30 40 50%age or so.
Gungjan Pritani · Bank of America
partialOverall sales used to be 15 16% of the overall bomb. Uh sub 20% of the bomb uh until a few quarters ago, but obviously since then it's seen a reasonable amount of spike up. So now it's a slightly larger uh part of the overall bin of material of the vehicle.
Gungjan Pritani · Bank of America
directthe premium market is between 10 to 15%age. Uh the mass premium market is a little larger uh between 15 to 20%age... mass market could be as high as 45 to 50%age of our industry and the sub 1 lakh50 segment... is probably between 15 to 20%age.
Gungjan Pritani · Bank of America
evasiveelectric motorcycles... are not rocket science. They are definitely buildable. There's just not been enough any meaningful proofs that establish them to be a large market yet. But when the time comes I'm sure you will see all of us build a massive portfolio of them.
Capil Singh · Namura
directcurrent capacity is designed to do 35,000 a month and now multiple times we've been at 90 95% of that utilization... Oric in phase one should unlock 42,000 units a month incremental capacity... full 42,000 should be operationalized before end of this FI for sure.
Capil Singh · Namura
partialIn quarter four uh we took uh roughly about 1,000,500 rupees kind of a price hike. And in quarter 1... about roughly another 2500 rupees price hike... we could likely look at another price hike in the coming few months.
Capil Singh · Namura
directthere will be likely variants of E in the mass premium segment potentially even in premium but certainly in mass premium... E is fundamentally a platform and not just one product.
Pipple Agraal · HSBC
partialonly a small part of the inflation has been passed on till now... we've been able to push out most of the hikes till date... I expect the bulk will come to the company or the customer.
Pipple Agraal · HSBC
directthe 1,000,000 rupee change is likely uh expected down to uh how offers are structured in Q4... some of the expansion in uh middle and particularly north India uh with especially newer source leading to a lower ASP.
