Automotive Axles · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
2
Consistency
contradicted
Question ledger
Shikamea · time and tire advisor
evasiveFor us, it's a little bit tricky and bit difficult for us to quantify the overall growth with respect to a specific product or product mix. What we can tell you is the product mix has been positive and our new product MS 195 that volume is getting traction.
Shikamea · time and tire advisor
partialif there is a change shift of 20 to 25% that will translate into volumes considering where we have a single source which means we are the 100% suppliers that is with us. we convert that completely.
Shikamea · time and tire advisor
directit depends on the product mix again roughly 30 to 50%.
Shikamea · time and tire advisor
directthe margins have grown. So there is the mixes as they mentioned that is some very critical factor that helps us maintaining the margins. You're right there.
Akasha · NBA
partialour top line has grown almost by 21-22% compared to the last quarter. So we are expecting this one to continue. But FY27 is anybody's guess. We think this quarter is going to be stable and the next quarter will be probably a little bit flat.
Akasha · NBA
directour current capacity utilization is around 80%. by Q3 FY27 we would have added all the capacities required for the outlook of somewhere around 500,000 M&HCV segment. MS185 is for the shift in heavy duty multi-axle tractor trailer.
Abhishek Kumar Jane · Alphaacurate
directthe impact happens when our core tandem and high tonnage axle shifts to market segment where we are not strongly present which is today the bus. also what we do outside M&HCV, defense and export, which has been a considerable drop.
Abhishek Kumar Jane · Alphaacurate
directour export has always been in the mid-teens. offway or defense segment should make about another 10% within the axle segment. So 90% is MHCV? Yes. I'll slightly change that. In the recent quarter it may be 90 because there's a drop in export offway demand.
Abhishek Kumar Jane · Alphaacurate
evasivewe generally don't share the customer mix and the product mix because it can dramatically change month to month. I would say that a good percentage of our last month production came out of our prime axle portfolio that is tipper axles and the MS185.
British · Lucky Investment
directThis did not result in any drop in the market share of our share of business with the customer. If you compare growth to growth in terms of number of axles it is in line with what is the demand. The other segment is what other than MHCV.
British · Lucky Investment
evasivesee overall the move with the export can vary depending on lot of circumstances. That's the reason we are not able to exactly give you how this movement happens.
British · Lucky Investment
directthe brake 394 brake went into production end of December. The second product for tipper market is going into pilot production this quarter. The bus axle is ready tested but we are re-evaluating due to new regulation.
