Q3-FY26 · Sedat Bhushan Kurana
We are slightly supply stalled at the moment as I said we have a capacity utilization of 96% right now even after increasing it by five lakh units right so we clearly our supply stalled a little bit.
STUDDS / language trends
Read confidence between the lines.
Studds Accessories · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Sedat Bhushan Kurana
The India EU deal and the India UK deal averagely we expect the custom duties to come down. It's an average ballpark figure because it's different for both the places but from 2.5% to almost 0%. So I think the bigger change we will see is once our subsidiary is set up next quarter because then obviously we will go directly to some markets and the ASPs would significantly change.
Q3-FY26 · Sedat Bhushan Kurana
If the regulation comes in then it'll be an exponential growth but even without the regulation we still think that our growth will always be bigger than the motorcycle market as has historically been. So if the motorcycle market grows at about 7 to 8%, we looking at our market growing about 12 to 13%.