BOSCH HOME COMFORT INDIA · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
55%
Numeric claims
4
Consistency
contradicted
Question ledger
Ramad · Research desk
partialWe've had some low growth period last year with our aftermarket and made quite some corrections in our strategy and approach to market. The independent aftermarket business did very robust growth with contribution from lubricants, batteries, spark plugs, braking systems and rotating machines. We believe this is a sustainable path over the coming period.
Ramad · Research desk
partialWe've done quite a few things over the last several years consistently which has led to sustained improvement. Operational excellence, increased localization content, favorable volume growth, productivity improvements, and favorable product mix. We are on an upward trend and we will sustain this.
Ramad · Research desk
evasiveThere's been a certain surge in volumes which have also led to this effect but all I can state is that our localization plans are well on track and consistently increasing localization content. We will continue to go in this path.
Mulyud Singh · Autocar Professional
directWe are a technology company and we will support whatever technology the market demands. There is momentum which will carry combustion technologies forward including alternate fuels. This progression will continue in the next many years. Upgraded legislation in combustion technologies is coming and we are certainly leading that wave.
Mulyud Singh · Autocar Professional
partialToday it's an earnings call. I would be happy to engage with you on this kind of conversation separately. The quick answer is no we don't see this as a negative phenomenon at all. We are happy to engage with OEMs on different models and we already do.
Ronak Mehta · Research desk
partialIn power solutions business we've outperformed growth across all segments from passenger cars to off highway and tractors. The effect is largely volume effect and some new introductions over last two quarters. CAFE 3 Phase 3 coming in April should be an even better boost. CVAS coming in October next year is another area for sustaining growth.
Ronak Mehta · Research desk
directWe've gained market share. Yes, there are some new products introduced to new OEMs. So we've gained market share here.
Yashu Kai · Research desk
declinedConsolidation of chassis systems is underway. The sale was completed in July and starting this quarter onwards we will be able to produce all the numbers. We will share more details in upcoming quarters conference call.
Mir · Research desk
directCurrently we see high single-digit trend. We are at 8% now if I'm not wrong 8 and a half percent and we will continue to increase this moving forward. Over the next couple of years this is on an increase.
Anand · Informist
partialI would say we have outperformed the volume growth in the market by a few percentage points.
Vedant · Research desk
partialThe JVs are in the process of getting set up. Both JVs are in their final stages of merger controls. The JV with Taco will be operational out of Nashik. The JV with TSF group will be operational out of Chennai. The Eaxle JV revenue should be coming out by late next year.
