The company will have a concall of July 29th 2024 (Monday) at 4pm. Link
Some of my open questions are as follows, others may add too and if possible we can ask the management.
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Impact of the upcoming regulations of EU7/BS7/CAFE Norms. Back in 2019, the industry and the Tier 1s went through a painful stage of inventory destocking. Shriram Pistons came out stronger after the transition. what can we expect. Also are there any regulations that might impact the ecosystem in the next 3-5 years?
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From a technology point of view how are we placed? At what stage of powertrain development does the OEMs involve us ? How will the margin profile be ? For an OEM how many suppliers do they typically have for Pistons ?
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Question is on the aftermarket segment, the management has mentioned that there are about 10 Cr CVs on the Indian road . What is the typical overhaul cycles and what usually gets replaced? ( Piston or Piston rings ? ) What is the frequency of replacement over the vehicle’s lifetime ? Also are there any switching cost? Does the scrappage norm impact the aftermarket sales ?
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As more OEM’s are making India into a export hub, how will the character of the business change ? Will we have more opportunity to supply to erstwhile Kleinschmidt’s customers ?
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What is the product development cycle of a e-motor segment from design to certification to delivery, are customers moving towards a plug and play model or are you doing new product development activities with them ? What is the total capacity of the electric motor plant ?
Please add in case you have any further questions.
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