Carraro India · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
68%
Numeric claims
4
Consistency
contradicted
Question ledger
Ragunan Nan · Noama Research
directwe are very confident that we will surely touch 220 and probably something more could be an added sugar... we should surpass even the 220 million guideline that we had given for the full year.
Ragunan Nan · Noama Research
directYes, for sure because it is a ramp up and it is not something sporadic... this will continue and this is what is giving us the confidence that we will hopefully surpass the 220 million guideline.
Ragunan Nan · Noama Research
partialUh next year yes for sure the numbers are looking close to uh the figures you have shared. Uh this year... in the first half we have uh build roughly around 87 cr rupees for the TLB.
Ragunan Nan · Noama Research
directdomestic construction was 38% and agree 53%. If we look at uh export we have uh construction at 57% and agree at 27%.
Ragunan Nan · Noama Research
partialSo I would factor in a little bit marginal uh reduction if at all if it is there... So 11 could be uh 10.9 10.85 something like that... for the margins next year if not 12 probably 11 9 11 you know those kind of numbers.
Ragunan Nan · Noama Research
evasivewe have decided not to go in for a big uh expansion... we are adopting a very step-by-step uh approach... That activity should start next year but again it will be step by step.
Mahesh Pendre · LIC Mutual Fund
directthe ramp up will take place, it will continue and we hope that it will sustain for the next one or two years... the performance that we expect in the future from the exports should be much better than this one.
Mahesh Pendre · LIC Mutual Fund
evasiveplease don't look into 100 points uh 90 points or 80 points in the long run we will achieve the guidance we have given... there will be some fluctuations up and down but don't read too much into it.
J (unclear) · asset management
directthat is a global uh project that we are doing with them... it will take 18 to 24 months uh before the uh serial production start with the local OEMs.
J (unclear) · asset management
directnothing fundamental nothing structural these are all small variations that are happening. If the validation is delayed by four months, my absorption of that localization is deferred by four months.
Lakshmi Narayan · Tonga Investments
partialwe have benchmarked ourselves with other companies... we feel that these are quite uh appropriate to improve our margins... using these kind of strategies our margins are bound to increase.
Vijay Pande · Nwama
directin terms of uh market share I don't think we have uh anything worth talking about in the two wheel drive market because that is a dead axle... our focus will be only in the four-wheel drive market.
