'
Bharat Forge hosted
a conference call on May 8, 2025. In the conference call the company was
represented by, Mr. Amit B Kalyani- Vice Chairman & Joint Managing Director,
Mr. Subodh Tandale- Executive Director and Mr. Kedar Dixit- Sr. VP & CFO.
Key
takeaways of the call
In Q4 FY25, CV
exports to Europe saw some revival post the lows seen in Q3FY25. North America
CV revenues have seen decline in line with the weakness in the NA class 8
markets.
With the
potential deferment of emission norms change in North America and continued
weakness in EU, the company expect the CV business to witness a decline in
FY26.
In Q4 FY25, Passenger
Car exports picked up sequentially as demand conditions in Europe improved
slightly and some pockets of strength emerged in Latin America. Industrial
exports saw strong performance driven by contributions from HHP Engines ...
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