SANSERA
Evidence timeline
What management said
We also see an improvement in our return ratios with ROCE at 18.0% as against 16.2% in FY '25 and ROE at 11.1% against 10.5% during last year.
Outlook, as stated
We had a good October, we are looking at good November, and a decent December, which means that the momentum that we have seen in the Q2 would continue into Q3 and Q4, which would result into at least company achieving, if not the full teens, so very close to the teens that we are targeting.
They seems to be -- in fact, the more concern, what we understood was on -- RVC, which is residual value content, which is currently I think is at 65% on the USMCA region, which means that all the value addition that they expect on a vehicle level to achieve 65% from the USMCA region.
Currently, whatever visibility that we have, which are on the confirmed programs, which are either get already under manufacturing or under development, if I add the exact visibility, up to FY30, our overall cumulative execution would be as of now stands at close to Rs.4,000 crores.
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