Carraro 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
12
Answered directly
75%
Numeric claims
6
Consistency
contradicted
Question ledger
Mahesh Bendra · LIC Mutual Fund
partialthe traction has come from our backloaded drive line which was sold in China as well as in Latin America... we are seeing that at least this traction remain in the teloom handler... we are expecting that at least next two quarters should be good but we don't have yet visibility for the subsequent two quarters.
Mahesh Bendra · LIC Mutual Fund
directthis capacity uh as we mentioned in our communication will be deployed over uh 18 months... hoping to to shorten this time and maybe reducing a little bit hopefully to 12 months but it will be gradually deployed.
Ragunan N · Noama Research
partialin case of the Teleboom handler, we are seeing uh the demand would be consistent... coming to the benefit of this duty which has been brought back to 18%... we are expecting that there could be a increase in traction from the second quarter to third quarter.
Ragunan N · Noama Research
directthe revenue guidance for this customer remain similar level at what we have been doing like for example you said around 1,200 cr what we said in the H1 and in the next year also it will be an increased number that could be at least 10 15% more.
Ragunan N · Noama Research
directwe are not seeing the revenue stream in FY27 because at least 12 to 18 month is required for testing so those effect we are expecting in the FY28.
Ragunan N · Noama Research
directthe market which has moved was around 22 to 23% as a four-wheel drive... we are already seeing the market is around 25%... we see that this demand remain robust for at least two quarter... it should reach to 26 27% of the market should be four-wheel drive against the 25% today.
Op Gandhi · Siddhi Technology
evasivewe don't want to significantly change our guidance for the full year... we are not factoring in terms of a big percentage... do not expect anything very dramatic.
Op Gandhi · Siddhi Technology
directwe give a guidance of initially 215 218 million euro... we will be in the range of 215 218 220 221 it'll be around that so don't expect 230 240.
Op Gandhi · Siddhi Technology
directwe have given a guidance of 8 to 12% and we prefer to stick to that... 10 to 12% is what we will try to focus on for the next financial year.
Vijay Pande · Noama
partialin China probably we'll have the variation... we have a visibility of next two quarter could be good but beyond that there could be fluctuation... only greenshoot which we have seen in last 15 days when the duty has been reduced to 18%.
Vijay Pande · Noama
partialwe are currently investing for additional roughly a 20,000 axle capacity... those capex will be instrumental to achieve the level of growth... our northstar remain 3,500 crores revenues in FY30.
Vijay Pande · Noama
directwe have given a commitment of 100 points year on year. I think more or less we will still stand by it... there could be a marginal difference instead of 100 it could be 80 85 but the direction will be there.
