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: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: Congrats on a good set of numbers. I just wanted to ask firstly on the B2B side of the business. Our Industrial segment for entire FY '23 has registered
a very strong growth of 22-odd percent. But when I look at the fourth quarter number, the growth has been sort of a mid-single digit. So what is
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MAY 19, 2023 / 12:00PM, KIRO.NS - Q4 2023 Kirloskar Oil Engines Ltd Earnings Call
leading to this particular slowdown? Is it more of a 1-quarter phenomena? Or may we see some sort of slowdown in this particular segment? If you
can highlight some insight on this particular thing.
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: And sir, which are the areas, do we see a similar sort of growth continuing into FY '24 that we have witnessed in FY '23? And which areas can
contribute to such a strong growth, if you can just highlight on this particular.
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: Okay. And sir, export has been at this point of time, contributing 12% of the overall revenue, and we have been targeting 30-odd percent. So which
countries do we believe can contribute such a significant growth, which are the countries that we are targeting? And which segments can contribute
such significant growth for us, if you can just highlight? And as you rightly pointed out that a few of the product categories will be requiring
certification. So how long does the certification take? And when can the product portfolio be available to the new countries that we are having?
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: Sure, sir. One more thing on the export opportunity side, do you also consider white labeling for the dominant brands which are present in the
countries? Or will like to address the opportunity individually or independently. So what is our thought process over there? If you can just -- that
is...
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: And on the Power Gen side, sir, even in this particular quarter, a very strong growth. So which are the segments that end markets, basically, which
is witnessing or gaining such strong traction to us. And whether there is any market share gain in the Power Gen segment, if you can say at that.
So that will be my last question.
Question: Amit Shah - Antique Stockbroking Ltd., Research Division - Analyst
: Any market share gains, sir, in this particular segment?
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