EICHERMOT / Q1-FY25 / claim-ledger

Audit the questions that mattered.

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

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PositiveQ1-FY25 · 2024-08-06Back to quarter ↗

Questions audited

12

Answered directly

42%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Pramod Kumar · Research desk

partial

Why is premium motorcycle category not growing despite premiumization trend?

the middleweight, the entire motorcycle, which has seen only almost about 4-4.5% of growth over the first quarter of FY 2024... it's a period of the whole confusion settling... I'm very positive it will start picking up in few months time

Pramod Kumar · Research desk

evasive

Any plans to introduce Guerrilla as trial product for existing riding groups?

community connect and making community to enjoy our motorcycles, we always try to find very innovative ways of reaching out to them... one as such action is also reaching out to them and trying to get them onto the saddle of Guerrilla

Pramod Kumar · Research desk

partial

What are booking numbers or potential volumes for Guerrilla?

K Platform as a whole... it is almost about 8,000 to 8,500 numbers per month is what we are clocking... Guerrilla is on the ramp up... already we shipped almost 6,000 across India and international

Chandramouli · Research desk

direct

Is the 25% tax rate for VECV structural going forward?

Yes.

Chandramouli · Research desk

partial

How are you thinking about production capacity for Guerrilla?

overall capacity is 1.2 million... we are not a company wherein we'll put the capital in and wait for it... we will, we can and we will comfortably supply the K Platform also according to the market demand in next 1 or 2 months' time

Chandramouli · Research desk

partial

Are export markets turning a corner with new models?

exports, there is even still... the sentiments are not the way we are expecting... I do see, green shoots in the international markets... we are cautiously optimistic

Arvind Sharma · Research desk

evasive

What are the changes expected in the new Classic 2024?

we are working on very exciting updates, collaborations... you will see all those things getting announced, a very, within a short span of time

Arvind Sharma · Research desk

partial

Will Hunter action be marketing/pricing driven or product update?

there will be a lot of marketing activation activities... we are constantly working on the product also... you will see something or other, which is happening even in the Hunter

Arvind Sharma · Research desk

declined

Any other product launches planned in next 6-12 months?

I'll come back to you, Arvind.

Gunjan · Research desk

evasive

How should product portfolio change for double-digit growth in 2-3 years?

it's a brand building exercise one have to do... the belief is that this product... has landed... it is showing signs

Kapil Singh · Research desk

direct

What drove ASP improvement and commodity impact?

the growth in selling price is a function of 2, 3 things. One is product mix... increase in the share of international markets... we've got impact of about 0.6% as far as commodity is concerned

Prashant · Research desk

partial

Why are volumes low despite similar conditions last year?

it's a period of the whole confusion settling... everybody was actually given lot many options directly against Royal Enfield... that has, I would say it is, it's a deterrent in the decision making