Sansera Engineering · tone and specificity signals across the available quarters.
Language signals
I would really like to answer this question more confidently than what I am today because there's so much of uncertainty that every day things are different looking at so it largely depends on how this tariff would settle down. I can only talk about certainties where we have domestic business.
While the customers have agreed to reimburse it, we are still awaiting the final receipt of money. Then we will reverse it from the cost. So currently it's a small cost but it still sits in our P&L.
Most of the semiconductor business that we have contracted, the end market or the final destination we understand is not the US. So there is some amount of resilience there and I also understand from our aerospace customer that they have been exempted.
As of quarter end, it was more than INR 3,950 million. This order book puts us a significant advantage and puts us in a position of strength as a precision engineering company catering to global OEMs while meeting our diversification goals.
The situation remains the same as on today except that there has been continuous discussions on the subject almost on a weekly basis and with the most recent promising inputs what we are getting that the tariffs are going to be significantly lowered any time now.
While we are now run rate in ADS has been almost now for the next 5 months should be close to about 38 to 40 crores per month. So this would mean that there would be an improved utilization of our resources and this would also result in margin which is which has been actually very close to between I would say I would not like to put up a number but then it would be anywhere between 25 and 30% for the ADS business. So we are closer to the higher end of that band.
Sweden has grown year on year close to about 70%. And we expect the momentum to continue. Of course the cost structures in Sweden are different. From the beginning we have said that this is a very strategic investment for us.
We have demonstrated last quarter that we are up there with the best in the world as far as execution is concerned. This ramp up what we have demonstrated has been very well received and accepted by the customers.
I expect that in the next couple of quarters or over next one year there's a lot of order buildup can happen in this category. Apart from that we are also looking at through our JV we will now focus on more of drive line and steering kind of components.