CIEAUTOMOTIVEINDIA / Q4-FY26 / claim-ledger

Audit the questions that mattered.

CIE Automotive India · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-15Back to quarter ↗

Questions audited

Answered directly

50%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Dishi Vora · Kotuk Securities

partial

When will India business outpace industry growth by 3-5%?

we are quite confident in the new order situation... we had almost 3.5 billion rupees on per turnover per year new orders and approximately 11% for EV sector

Dishi Vora · Kotuk Securities

direct

Which export markets were impacted by geopolitical tensions?

both US market and European market that those are our export markets are not doing well in this first quarter

Dishi Vora · Kotuk Securities

evasive

Outlook for Metarcastello business recovery in CY26 or CY27?

the business is fl or stable in in this moment... we expect that the American market finally will start growing in the off highway sector... we expect the recovery to come soon

Dishi Vora · Kotuk Securities

partial

Impact of commodity inflation on gross margins in subsequent quarters?

we will see this impact in in margins because of the delusion... we will see certain impact especially in the aluminum business

Pratik Kotari · unique PMS

direct

How serious are gas/paint issues affecting India production?

there has been really no impact on the schedules because of those issues... I don't think it is right for us to say that the domestic market was held back by such issues

Pratik Kotari · unique PMS

evasive

Will CIE gain market share in Europe from weak competitors?

we expect that we will win and the market will continue consolidating... we are working actively on this field

Vijay Kumar Pande · Access Capital

partial

Quantify gas/energy price impact on Indian and European business?

0.6 is coming from the subsidy out of that. 04 some some part of that is coming from what we are talking about the gas buys increase and some part of it is coming from the energy tariff increase

Vijay Kumar Pande · Access Capital

direct

Are US export orders on track despite tariffs/geopolitics?

we have zero we have had no impact on our export orders to the US and as Ander pointed out we'll start in Q2 and of course the bulk of it will be in the second half of the year

Vijay Kumar Pande · Access Capital

partial

What is steady-state margin expectation for Europe?

if you add back the restructuring cost... we have been in the range of 14 to 15% or 14 to 16% in that range

Ganesh Ram · Unifi Capital

evasive

Can India business outperform industry by 3-4% with new orders?

we do expect to be a little higher than the market. I will not really give you... it's very hard for me or not right for me to even try to justify you know what kind of outperformance

Priya Anjan · HDFCMC

direct

Is capex accelerating this year and what is the quantum?

we have already invested around a little bit more than 900 million rupees that is around close to 6% of sales... four to five billion that would be the capex that we can be expecting in India in this calendar

Hajj Kachara · SIMPL

evasive

Will consolidation benefit European entity or exports from India?

consolidation will happen eventually... it is not going to manifest itself in the next next quarter or the next two quarters... over the next 2 3 5 years definitely both the things will happen