Q3-FY26 · Santo Kumar Yadav
Major data center [heat exchanger] customers—all except one we are already supplying to—and for the one remaining we are L1 in bidding and expecting to start this quarter.
KRN / language trends
Read confidence between the lines.
KRN Heat Exchanger and Refrigeration · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Santo Kumar Yadav
We added almost 40 new customers in last quarter. 10 to 15 only belong to bus air conditioning. Some big OEMs—we did the NDA but supply not started yet—so hopefully within this quarter we will be able to supply to two or three big OEMs as well.
Q3-FY26 · Santo Kumar Yadav
We always keep two and a half month inventory on hand and 20 days to one month under transit. So directly it does not impact us—even we are receiving some gain only—and we change our copper LME, aluminium LME on quarter basis.
Q4-FY26 · Santosh Kumar
So this year we are able to achieve like our old facility is full utilized and new facility this year we are able to achieve 50% and next year 80%.
Q4-FY26 · Santosh Kumar
So we are not competing with Chinese till now because our all products is customization and special industry because we are not in bulk and mass production.
Q4-FY26 · Santosh Kumar
So this quarter you will see even I can say next 8th quarter all quarter will be the highest.