Q3-FY26 · P. Deepak
The improvement in Q3 is structural. Our mix is shifting to higher value, higher complexity products. Plant throughput is improving and the export pipeline is strengthening.
NELCAST / language trends
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Nelcast · tone and specificity signals across the available quarters.
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Q3-FY26 · P. Deepak
Whether it is 18% or 25%, I don't think that really moves the competitiveness needle too much. Ideally we want it to be as low as possible, but I don't believe that changes the business case dramatically.
Q3-FY26 · P. Deepak
We have been awarded one of the businesses that came out of one of these [European] foundries that closed down. So it's going to happen... While the volume of that business might still be small, it's a great opportunity to get into that market and prove yourself to be a capable supplier.