CGPOWERANDINDUSTRIALSOLU / Q4-FY26 / claim-ledger

Audit the questions that mattered.

CG Power and · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-??Back to quarter ↗

Questions audited

12

Answered directly

71%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Ankur Sharma · HDFC Life

direct

Motor growth split between volume and price, and future price hikes.

So on the motor side I would say it was a combination of uh the price increase that we got from there from the customers and a combination I would say about 50 50% of both and the volume hike as well.

Ankur Sharma · HDFC Life

evasive

Sustained domestic power product order growth rate.

So I think Ankur the you know if I if I had to give a short answer the game is just started. So so 900 rows is what we had to report because it was a substantial order that we have but after that also the app is open.

Mohit Kumar · ICICI Securities

partial

GGronics order inflow, revenue, and profitability.

I think the order backlog should be to tune of close to,000 crores approximately. So right now you know the second question might come for you know how when do we start executing uh we are at the last leg of the approval process which is the passenger trials.

Mohit Kumar · ICICI Securities

direct

Reason for 50% jump in trade receivables.

So you look at that uh the growth which is coming mainly in the power segment, right? So if you look at even that uh the return of capital employed on the power side is more than 100% plus. So the receivables which are there today that is more is coming from the power side and the average credit period is ranging between 90 to 100 days.

Harshett Patel · Aqua Securities

evasive

IE3 and above motor mix and margin impact.

So the specific I'm not allowed to give exact numbers of I3, I2, I4 numbers but I can tell you it's not very substantial at this point of time. Uh because even though we talk about energy efficiency but Indian market is a bit slow on adoption of I3, I4 I5 technologies.

Harshett Patel · Aqua Securities

direct

Update on 440 KV GIS commercialization and 765 KV plans.

So for 400 KV GIS uh the plan is exactly on the uh schedule there. We have already tested the phase one of our uh GIS course and the phase two is scheduled between quarter 2 and quarter 3. So yes uh once we have the type test done in any of these international labs we should be out with our commercialization for 400 KV GIS.

Sumit Kashor · Access Capital

direct

Power transformer capacity expansion timeline.

Now for the uh forthcoming additions and capacity of a green field expansion is in prog eruption is in progress and uh we hope to commission the plant somewhere between July and August and initially we will be starting with a capacity of around 25 to 30,000 MBA and by the end of the calendar year we will be touching the peak of 45,000 MBA there.

Sumit Kashor · Access Capital

declined

Export revenue split for power and industrial systems.

we will not give the split of exports wide business but yes uh exports and services is a focus area for us. The only thing I can talk about is both the areas we have more than doubled uh our order back bookings uh between last year and this year.

Atul Tiwari · JP Morgan

direct

Demand impact on motors and drives from war and gas shortage.

so see our for motors and drives our uh exforce is not substantial today so uh I'm I'm keeping out our Europe European business for uh rice because that is primarily the European plant which uh which supplies to Europe as well as to US uh that is going on on that geography. So there's not any specific uh dip or anything that we see from uh these regions because of war.

Rahul Gazari · Mercury Capital

direct

Motor price hikes taken and market share.

how much price increase did we take is about all put together it was 5 7 and 1/2 so total of 17 1.5% uh pricing increase that we did in the last uh three to four quarters uh and with decent realization.

Rahul Gazari · Mercury Capital

direct

Delivery timeline for US data center transformer order.

See the delivery of transformers for the US market basically depends upon the delivery of the components like caper and bushings. ... as of now we are constrained uh we can deliver from 12 months onwards only because of this reason.

Shirom Kapoor · Jefferies

direct

Overall export contribution to consolidated sales.

It's a right now I think it's very small. It's about 5% approximately. ... if you include Sweden, Germany and Netherlands, it can go up to 8 to 9%. But if you talk about from India to outside country, it is around 5 to 7%.