#Q2ConcallInsights #SSWL
12 Key Insights from SSWL concall.
Disc: Holding from lower levels. Recently, we did a small case study on Youtibe channel using SSWL. Can watch here: youtu.be
💡 Capex plan and new growth engines
12 Key Insights from SSWL concall.
Disc: Holding from lower levels. Recently, we did a small case study on Youtibe channel using SSWL. Can watch here: youtu.be
💡 Capex plan and new growth engines
💡 Business volume and export growth
💡 Entry into new product segment and related capex + ramp up plan
💡 Guidance on tax rate and export revenue
💡 On growth levers and asset turns from new capex
💡 On margin profile
💡 On greenfield vs brownfield capex planning
💡 Steel wheel vs alloy wheel market
💡 Aluminum penetration in auto as a theme
💡 On debt plans to drive capex
💡 On capacity utilization
💡 On blended margin for business
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