20 Microns · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
11
Answered directly
59%
Numeric claims
8
Consistency
mixed
Question ledger
Amit Mahendale · Research desk
directlargely for our domestic plans, the capex would be in form of the internal approvals whereas for Malaysian entity we are planning to have a ratio around 70 to 30 that is 30% debt.
Analyst · Research desk
partialsince January of 2026 we saw an upward trend in terms of the demand coming back... and with the war situation many people tried to build up on the capacity... that led to an upscale demand...
Manish Gupta · Research desk
directapproximately about 30% of our total raw material requirement comes from the mines and 70% comes from external sources.
Janisha · Research desk
partialwe launch about 35 to 40 different products yearly... recently we have launched delaminated kaolins for the rubber industry... anti-blocking agents... specialized calcium carbonates for oral care...
Prashant Khalen · Research desk
directit's not affecting production as of now. We definitely are facing a lot of issues in terms of the gas or the fuels... but our teams are efficient enough managing those tough situations...
Ravi Kant Manim · Research desk
evasiveit's very difficult to predict as of now because of the current situations... if we go forward with those plans at the pace and the timelines... then definitely we expect that whatever commitments that we have shown in the presentation would be achievable.
Amit Maheshwari · Research desk
directthe timelines what we have driven in our capex plan is by FY30 that we'll be completing most of our projects... Whereas we are expecting ROC around 20% in case by FY30 if the things in the projects are timely being delivered.
Janisha · Research desk
partialwith the 100 crore capex... and the kind of products that are lined up in the R&D... advanced nanosized materials... high value items contributing towards the top line that will definitely be impacting the overall bottom line...
Kunal Bhya · Research desk
directDofner has already... contributing... Seabbert... real outcome would be possibly by the end of the financial year... For Malaysian operation... within the next 12 months... early next financial year is when we are expecting the Malaysian operations to show some light.
Kunal Bhya · Research desk
partialwe are not bound by any particular contracts... we have a mutual understanding... demand to be very volatile... apart from paints... plastics and rubber and inks and construction chemicals is something that we are quite robust on...
Hardik K · Research desk
partialwe are in both B2B and B2C... we have launched quite a lot of products in the past two years... we see a lot of potential in the next 3 to 5 years...
Janisha · Research desk
evasivewe don't find it suitable enough to give any kind of a broader picture... we expect that at least if things improve... in the second half we'll see the growth... to cross the thousand cr benchmark hopefully in this financial year.
