Investor Presentaiton
Management Commentary
BKT GROWING
Raw Material prices have
remained at elevated levels.
In the current quarter. Raw
material costs have come at
46.6% of sales versus 42.8% in
Q1FY22 and 45.3% in Q4FY22.
We expect some relief to
come in Q4FY23
We continue to grapple with high
logistics costs.
In the current quarter, the logistics
Icosts have come at 14.2% of sales
versus 7.1% in Q1FY22 and 13.8% in
Q4FY22.
We expect relief in logistics costs
towards the end of Q3/early Q4
We continue to see a sustained
uptick in demand for BKT tires.
However, in Q2 we expect
sluggish demand given macro
challenges in Europe coupled
with Heatwaves and inflationary
trends in USA
Our
continued focus on
customer servicing especially
in the last 2 years, since the
start of the pandemic, gives
us the confidence to
outperform the competition
Sales Volume guidance for
FY23 stands at
320,000
330,000 MT
TOGETHER
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