With Indian consumers preferring aesthetics over basic functionalities, SJS is placed in an enviable position where they are a key driver in enabling of aesthetics in Indian Auto Industry
SJS does have the tech ready to take advantage of digital cluster. If you look at the product portfolio in the article or in any of the presentation, SJS is technology ready to take advantage of the same.
Most of the component for SJS which are digitized are lower value items and SJS can actually upgrade and get a better wallet share if digitization happens (especially after cover glass)
Okay I was more interested in the new components for the EVs as the kit value per vehicle is almost double compared to 700 based on someone's notes from recent site visit..
As the EV deliveries have started.. really looking forward to the numbers.
Additionally, Kylaq volumes are impressive as well.. Just looking forward to the sales from PV business 🤞
There are over 70+ parts which they are supplying to XUV 700 and new EV range.
Most chrome plated components including logos and tags both on inside and outside. Along with aero caps on alloy wheels
From your perspective, do you see any risk in the digitization of certain components that SJS supply?
For example- I believe the company supplies speed indicators and RPM indicators for Skoda and VW cars..
But we see these only in low to mid range variants. The higher ends now get a digital instrument cluster.
SJS does have the tech ready to take advantage of digital cluster. If you look at the product portfolio in the article or in any of the presentation, SJS is technology ready to take advantage of the same.
Most of the component for SJS which are digitized are lower value items and SJS can actually upgrade and get a better wallet share if digitization happens (especially after cover glass)
Got it. Thank you😊
Okay I was more interested in the new components for the EVs as the kit value per vehicle is almost double compared to 700 based on someone's notes from recent site visit..
As the EV deliveries have started.. really looking forward to the numbers.
Additionally, Kylaq volumes are impressive as well.. Just looking forward to the sales from PV business 🤞
Do you know what are the aesthetic components SJS is supplying to the new Mahindra EVs?
Is there any impact on Q4 result due to that strike ?
Not really. The strike was earlier. The impact has already been seen in the past statements.