Belrise Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
46%
Numeric claims
5
Consistency
contradicted
Question ledger
Nitage Mangal · Jeff
partialin terms of revenues the company two revenues remains largely flat on a sequential basis. So we were around 15,85 million in the quarter 2 of FI 26 and right now we're at around 15,41 million in quarter 2 FI 26.
Nitage Mangal · Jeff
partialeach of these three verticals, so suspension, steering columns and high tensile components, each of them can be a growth vertical of its own. I think uh it would be pretty fair to say that each of them going forward can be multiund businesses and uh this we're speaking about kind of a medium-term perspective in the next two to three years.
Vijay Pande · Nuama
evasivewe answered on why we think two wheel numbers have been uh fairly stagnant as compared to uh last year. Of course, there can be a bit of impact of mix, but that being said, it's not like we're losing any programs.
Vijay Pande · Nuama
declinedwe won't be commenting on quarterly guidance we have an annual guidance that we give uh to all analysts and investors and we maintain that going forward
Vijay Pande · Nuama
declinedWe don't comment on we don't comment on OEMs for our customers.
Jimit Sha · Motila Los Financial Services Limited
directwith one of the larger OEMs that we work with. We've already gone from say 12 a.5,000 to 14,000 with the addition of steering columns and uh with this acquisition with the same OEM we've gone close to uh 17,000 and as we speak we're also in discussions with them uh for two new products which we think can take it from 17,000 to say upwards of 18,000 over this fiscal year.
Jimit Sha · Motila Los Financial Services Limited
evasivein general we don't comment on the schedules that we get from OEMs. I think the numbers are out for everyone to see in terms of the January uh production numbers for OEMs. I think as you mentioned correctly uh you know the numbers seem positive and seem to be going in the right trajectory.
Shubam Jen · Invest
partialFrom a defense perspective, I think um as we mentioned on the call, fundamentally we started working with six new OEMs. There is very very positive traction... I unfortunately cannot comment on on the specific numbers but it'll be a meaningful contributor in a short time. ...over the course of the year we'll see this normalize around uh 20 to 24% of corporate tax rate.
Vira Sanvi · Ambit Capital
directwe'll be adding close to a,000 crores of revenue or 10,000 million INR of revenue uh post merger and around 34% of this would be geared towards passenger vehicle as well as commercial vehicles. ...the content per vehicle increase that uh we can see in four-wheelers would be slightly higher uh would be close to 5,000 rupees that we'll be able to see.
Vira Sanvi · Ambit Capital
directon the PV side a couple of factors coming together uh you know contribute to it. So firstly uh in the last quarter this quarter there was some supply chain issues with one of our largest Europe based four-wheeler OEM which is a premium automaker... second was as we announced last time we are setting up a facility in Baji for uh plastic molding... during the shifting of course uh there was a bit of loss of production.
Naven Mata · Mahindra Manul Life Investment Management Private Limited
directthis would largely be two wheeler. Uh while I don't have the exact number in front of me, I think it would be close to 60% uh two wheelers probably 3 or 4% three wheelers.
Raman KV · Sequent Investments
declinedin general we'll not be uh commenting on the growth for these uh companies of now once a clarity of when and how these companies we'll speak more about it then.
