Craftsman Automation · 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
79%
Numeric claims
2
Consistency
contradicted
Question ledger
Pesh Cheddar · Lucky
directThe exit rate of the alloy wheel uh approximately it is around um uh volume wise analyzed when you look at it on the March. So it is equal to around 3 million uh alloy wheels is the exit rate for the month of March.
Pesh Cheddar · Lucky
partialWe are lacking behind on the margin wise with the sing still at single digit for various reasons but we are on the right track that we are um exiting customers where it's not profitable... So the restructuring is on. So from Q2 onwards on the current year we will see some traction.
Pesh Cheddar · Lucky
directit is totally double digit most probably um in the mid- teens I would say that is what is the u expectation for the growth and when you say mid- teens we also have to um assume that the aluminium prices um are around the level what it's currently.
wignesh · Kesma wealth
directPower train is scaling up. Um also the station engine side is the order book is um for the first 100 million is finalized and is with us. So as earlier as stated earlier I would say we will be able to reach that 100 million uh sort of revenue in 2930.
wignesh · Kesma wealth
directI think we should take a decision by September based on the order input. Uh now the orders what we have uh already agreed to take or taken or order received I would say uh is completing the uh capacity for phase one.
Sentel Kumar · Jointra Capital
partialYes, there is possibility but uh it'll be more going into aluminium side for certain reasons. ... we have given racks for the manufacturing sector where for the automotive where they are uh storing the batteries...
Joseph George · IFL
directI think we have grown only a small portion last year it's not the scale benefit which has really played out... the repair maintenance which went on for almost four five quarters which was depressing the uh abit margins uh was the main uh reason for that uh change.
Joseph George · IFL
partialI think the plants which are suppose the aluminum business was um uh ramping up in the last few years. Earlier it was mainly powertrain driven. So that means suddenly there was a spike in the working capital requirement and now rationalization has happened.
Joseph George · IFL
evasivefi 27 itself we are not very clear about the capex as today because we have taken some um inream requirements but September we have to decide uh on the capex even for fi27 fi28 depends on the performance of fi27.
V Nanti · Hathway Investments
directPower train uh we are still at around uh 60 70% because there are some pockets and segments where uh the customers are not doing well. ... on aluminium alloy wheel... our exit rate is around close to uh 3 million uh on the annualized basis as of March and our capacity is around uh 5.5 million.
Ram Shashin · Aventus Park
directThe way to look at is that um for example we'll be around 6,500 cr in the um aluminum business in the um FI 27 or so just an approximation. ... some equipment some people some processes may be written and there identity here we may have customer base so it's difficult to do marketing with these small small uh subsegments.
Karthi · Suesh Advisors
directIt will be more to fund our future investments maybe but I think this debt portion of it debt to IITA wise if you look at it the forwardlooking IATA I think we are uh already at 2.43 debt to net debt to AIA. So we are be looking at um going forward it'll be less than two I would say uh in the coming in the the current year itself totally.
