Kirloskar Brothers · tone and specificity signals across the available quarters.
Language signals
We expect that in their third quarter the numbers should improve because that's how the order book was structured because a lot of the historic chemical and petrochemical service order books were effectively delayed or they were not really placed in large numbers because the plants were idling.
As of now we have around the booking of approximately 217 crore in this business [oil & gas petrol pumps]. We are qualified by all the three to four large PSUs that buy this.
Our target market is hyperscale data centers. Hyperscale data centers require different packages. Usually the data center package for a hyperscale data center excluding the intake water system is between 7.5 to $10 million sometimes we go to $12 million.
We maintain its strict commercial policies. While we were quite hopeful when the center released funds for Jal Jeevan Mission, dispatches and further manufacturing have been held due to non-release of funding at state level.
Our focus has been to offset that by new contracts that we have received in the water and power plants segment... in the UK especially we have found two issues. One is some supply chain issues which continue to be there on the large project side and the other side we have issues in terms of the number of available service contracts.
Looking at the order board looking at the way the situation is with customers as well as some of the changes that we are making in the plant, I'm very confident of meeting these targets.
Don't look at us quarter to quarter. We've also given you the kind of behavior the company exhibits on the revenue side with around 19% in the first quarter, 21% in the second quarter, third quarter is around 24% and the remainder is in the last quarter.
We place priority on cash flow, profitability and revenues in that order.
While the current government is in charge and Ed Milliband is focused on net zero the energy prices are going to be out of the roof. So as the country looks towards going towards de-industrialization there is no need for us to focus on energy intensive industry because that would not be a good strategy.
We continue to follow our commercial policies which is especially for the small and medium and keroskadi range of products we insist on advance and we insist on letter of credit.
The order book that you see right now coming into the UK and US is fueled by oil and gas, water and data centers. Oil and gas is the lowest margin. Data centers is great margin but they're not as close to service.
We have many data center opportunities and even as we speak right now, we have eight data center packages on the shop floor in the US plant.