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
12
Answered directly
46%
Numeric claims
1
Consistency
contradicted
Question ledger
Pramod Amte · Research desk
partialWe do not see this as anything structural internally. We see a reduction mainly on account of adverse exchange rate movements, resulting in slightly higher material cost. We also see a little bit of an initial slowdown on account of GST reforms.
Pramod Amte · Research desk
evasiveOn the EV, yes, I think we made steady progress, and we will soon update you on some of the bigger updates that we have in terms of business opportunities. The margin pressure will remain.
Pramod Kumar · Research desk
directOur sister company is one of the market leaders in ABS for two-wheelers. In terms of capacities, we are very well prepared to handle the increased demand that's likely to come out of any changes in legislation.
Pramod Kumar · Research desk
partialWe are currently exploring all options, and we have certain non-heavy rare earth magnet motors already prepared for the Indian market. This is currently work in progress for us.
Pramod Kumar · Research desk
evasiveWe have a lot of technology for the hybrid segment. We offer this to several OEMs globally, and we are very open to doing that in the Indian market as well. We are in discussion with all the OEMs locally.
Pramod Kumar · Research desk
partialIt's still a little tentative, but at this point of time, as you've probably read, the issue is resolving well, and we hope to have a good resolution on this and the supplies to be back to normal.
Analyst · Research desk
directIn the auto, we are moving from growth due to legislations into growth based on features and comfort, safety. Electrification, hybrid, hydrogen, flex fuels are new areas. On consumer side, infrastructure activities drive demand.
Analyst · Research desk
partialA very important norm was OBD2 from 1st of April. We expect this is going ahead for the next two quarters, and then it is normalized.
Analyst · Research desk
directThe GDI technology is quite mature already and fully compliant with the norm. That's a trajectory that will continue. Not just CAFE norms, performance, clean emissions, all put together, GDI is a good track.
Analyst · Research desk
evasiveAt this point of time, I would again be a bit cautious on exports. There is a lot happening in the geopolitical space, also connected to tariffs. Our commitment to increase exports in the long run still is very much valid.
Sendil Manikandan · Research desk
evasiveWe see new technologies coming in, new feature additions happening. There is more focus by the consumer on safety and personalization. There is certainly an increased content per vehicle from a tier one on account of that.
Sendil Manikandan · Research desk
partialOn the electric two-wheelers, we are working with a couple of the bigger two-wheeler makers. Currently, it is largely the scooter segment that is on, and we are supplying our components to them.
