Sanjay Shah

“I just wanted to ask you a couple of things. One, on the existing product and enhancement contract, how do we expect the product to shape up in the balanced part of the year and next year, and what have you assumed for your guidance for the next year?”

“And, again, congratulations for the great set of numbers and the overall transparency. Just if it is possible, Ron, we spoke about the production announcement accelerating from the second half of the year.”

“So, my first question was about your margin. So, for Q4 F526, the revenue declined 3.2% YOY, but EBITDA improved sharply to 6.84% from 3.64% in Q4 F525. So, I wanted to ask, was this margin recovery driven more by lower raw material costs, reduced China import pressure, or a better product mix?”