Bosch · 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
68%
Numeric claims
1
Consistency
contradicted
Question ledger
Jinesh Gandhi · Ambit Private Ltd
partialwe have quite well prepare to handle the assignment for TREM localization, and we can expect much higher level of localization for 2025 starting from the beginning itself.
Jinesh Gandhi · Ambit Private Ltd
partialIt's a mix. This month, we had favorable product mix on the one side. But, of course, we are going ahead with the localization, and step by step, we see what we implement here in India.
Jinesh Gandhi · Ambit Private Ltd
directit is an ongoing process. We are looking all the time into our portfolio, where can we localize, what can we localize. So, it is not finished and done.
Jinesh Gandhi · Ambit Private Ltd
directwe have also this year a decent amount, roughly INR 4,000 million. And it is a little bit lower compared to last year, because the auto body campus is now finished.
Pramod · Research desk
partialwe are surely equipped very well to handle the pre-buy effects. We have, we always have discussions on topics like this together with our audience.
Pramod · Research desk
partialwe are in discussion with several OEMs on hybrids. While some are quite active and have a couple of models already in the market, and others are still in early trying phase.
Gokul · Research desk
directwe see today, the indicators are that 2025 is likely to mirror 2024 growth rates. There can be ups and downs, and we well prepared to handle that.
Gokul · Research desk
directCV industry, we expected to remain muted or where things are right now. I think that's the current expectation also from.
Gokul · Research desk
evasivewe don't look at exports on very short term basis. That's not planning our exports as well. We consider exports as a longer term opportunity.
Gokul · Research desk
directwe see a growth of roughly 10% if we compare the previous year to this year.
Analyst · Research desk
partialthe PV segment is connected to quite a lot, connected to what happens in our cities, disposable incomes, trend towards feminization, more affordability, GDP growth in general.
Analyst · Research desk
partialwe have our two wheeler division, which offers some components in to this market, while majority of the safety systems go from our sister company RBIC.
