It was good to see @ayushmit and @sahil_vi getting opportunity to participate in the concall.
Unfortunately the time was short and I ended up waiting in line.
I have some queries if someone in touch with management or answer it here.
Queries-
Hydrogen fuel cells for cars are being developed. So how many shunts will each fuel cell utilise and are we in talks with any of the company for capitalising on this opportunity? (Google Bard gives an interesting answer to that in terms of quantity but someone advised not to trust that. So…)
How is Shivalik Bimetal benefiting from the Electronics manufacturing ecosystem thats developing in India and for exports market?
EBW is also utilised in semiconductor mfg.
Does our company have plans to tie up with some Big names?
Tesla is coming to India (most probably), will our company be benefitting from the existing arrangements that we have, as Tesla has big plans for exports from India.
The contract manufacturing of ACs and implementation of ACs in trucks being mandatory also presents an opportunity wherein we are already supplying to some existing players. The temperatures around the world going up and rising middle class in India also hint at fast paced adoption of ACs. Any colour on the opportunity size in this segment? What is the revenue per AC as well as other household appliances that use Bimetal strips and shunts that can be realised.
Is the company planning to develop any new complementary products in near future?
What is the opportunity size for our company in battery storage as PLI schemes have been announced?
Lithium mining story in India will result in a massive opportunity for battery production in India and EV adoption. Does the 1600 Cr revenue forecast take into account this development or we will be able to achieve this in earlier timeframe, provided the mining process and refining issues are sorted well in time.
As of now the company is only in B2B segment, any plans in near foreseeable future for product development and going B2C or contract manufacturing by taking on some contract manufacturing from some reputed brands.
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