The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Nitin Tiwari - PhillipCapital - Analyst
: Can you provide some more color, please, on (technical difficulty)
Question: Nitin Tiwari - PhillipCapital - Analyst
: Just wanted some more color and understanding on your volume mix. So what was the volume number in this quarter? And if you can provide
some more color in terms of a breakup between your automotive and industrial segments and also within automotive, if you can let us get some
more understanding around what is the volume that is going towards your mid-market segment products and also like in the rural areas.
Question: Nitin Tiwari - PhillipCapital - Analyst
: That's really helpful. So if I understood this right, I mean you mentioned that your automotive segment has really grown very well where you
mentioned that cars and cars have double-digit growth and to be a high single digit. And in the sales, I think that's the right summary right? And
you also mentioned that your rural segment has been growing very well but any broad -- I mean, like sort of percentage bifurcation we have, can
we have between the urban and the rural sort of demand that we are seeing for our products?
Question: Harshit Nagpal - Yes Securities - Analyst
: Sir, two questions. One on the EBITDA margins that have been slightly lower than (inaudible) any particular reason for that? And second, more on
the fundamental side. So the easy equipment that we have said that we work with the OEMs and everything and all. So is it that work? Is it for a
longer period of time? Or is it just that when you send for a car for the services and the person who's servicing the car changes the liquid, how does
that fundamentally work just the better understanding of it if we could give some?
Question: Harshit Nagpal - Yes Securities - Analyst
: Sir, one more question I would give the million later volume number for this season this quarter?
Question: Nishant Chauhan - - Analyst
: Sir, first question would be, recently, we've seen a sharp correction in crude oil prices. So could you just help me understand any impact of sale on
our financials?
Question: Nishant Chauhan - - Analyst
: Yeah. The second question would be a little to do with the data center fees that you mentioned. I mean it was interesting to hear about the same.
So if you can just share some more data, like what percentage of revenue it currently forms for us? And what is the TAM that we could possibly see
in this segment? That's it.
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APRIL 29, 2025 / 6:45AM, CAST.NS - Q1 2025 Castrol India Ltd Earnings Call
Question: Rohit Maheshwari - TATA AIG - Analyst
: Sir, as two-wheeler EV penetration is expected to increase like 45% to currently to 23% over the next five years. Can you give some color how this
is going to impact Castrol?
Question: Rohit Maheshwari - TATA AIG - Analyst
: Okay. Sir, second question is related to if I see 8% volume growth Y-o-Y, can you help would understand like help us understanding that how much
was from essential because when I see the volume, the volume has been growing for the last 15 to 24 quarters, the volume is growing very every
healthy volume growth is there. And I guess on the essential part, as per my understanding, your Castrol will be outperforming the industry growth.
So if you can dissect that 8% for essential, how much that will be very helpful.
Question: Rohit Maheshwari - TATA AIG - Analyst
: Sir, the last question is, can you give some color on the Auto Care part like what will be as a percentage of sales today? And how do you see next
five years will have a meaningful contribution? And the Auto Care business is a margin dilutive or margin accretive for Castrol.
Question: Rohit Maheshwari - TATA AIG - Analyst
: And just to clarify, you said this auto game market is overall INR2,500 crores in India, correct?
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