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: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Sir, firstly, I just wanted to know what is the volume growth we did FY '22. I missed that number earlier.
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Am I audible now?
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MAY 20, 2022 / 10:30AM, KIRO.NS - Q4 2022 Kirloskar Oil Engines Ltd Earnings Call
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Just wanted to know what is the volume growth we did in FY '22?
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Yes.
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: And also earlier in the call, you mentioned that we have taken price hikes in phases throughout the year. Have we passed on all the cost pressures
that we have faced in the last year? Or is there still some balance that is not being covered. And if so, how much?
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Understood. And is this a sustainable number at gross margin level, 35% or like you were saying manufacturing cost of 65%? Is this a sustainable
number going forward?
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: Understood. And just one last question, if I may. We did mention again earlier in the call that we're seeing strong visibility on the back of industrial
CapEx and government infra spending. What is the kind of volume growth we are targeting or aspire for, for '23?
Question: Alisha Mahawla - Envision Capital Services Private Ltd. - Analyst
: But assuming the volatility, like you were mentioning (inaudible) cooling off, et cetra, can we assume at least a double-digit volume growth across
segments?
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: Yes. My question was more pertaining to the CPCB 4 norm implementation. So as we understand that, sir, from next year onwards, CPCB 4 norms
would get implemented. So just wanted to understand, do we see any prebuying to happen in this particular financial year, that is FY '23? And
what is the kind of price hikes that will materialize once the CPCB 4 norms get implemented? Yes.
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: And sir, one more question. I just wanted to understand on the Optiqua portfolio. So since it's an upcoming product portfolio that we have
developed, what is the kind of contribution that we envisage from the Optiqua portfolio? And if you can give us a guidance with regards to the
growth prospects of Optiqua over the next 2 to 3 years. So that would be really helpful.
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