Aarti Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
Archid Zoshi · Noama Institutional Equities
directthere is a FX gain of roughly around 10 crores on inventory... not a significant impact of inventory gain in the last quarter but from a FX standpoint there was a gain of roughly 10 crores.
Archid Zoshi · Noama Institutional Equities
directon an average yearly average basis roughly 9 to 10% of our revenue came from Middle East which is dominantly in energy application.
Archid Zoshi · Noama Institutional Equities
directthe entire zone 4... will get commissioned during FY27. The first two... calcium chloride and the multi-purpose plant... within this quarter we should be able to declare it commissioned.
Arun Prasad · Aventus Park
partialit would be bit unfair for me to comment whether this is industry wise phenomena. I think at AIL... improving utilization levels of all of our existing asset has been a deliberate strategy.
Arun Prasad · Aventus Park
partialthere are some value chains where there is a pricing recovery... but I would hesitate to say that across the portfolio we are seeing margin recovery or pricing corrections.
Arun Prasad · Aventus Park
evasiveon the MMA economics frankly a lot of complicated answer... there are multiple factors which play out... our ability to offer certain pricing to customers that also gets impacted.
Arun Prasad · Aventus Park
partialsignificant part of it will still go in completion of zone 4 and part of it will also go to the new long-term contract... and then we have a sort of yearly run rate of 150 that goes into assessment.
Adita Ketan · Smith's Institutional Equities
partialoverall if you look at our share of business in dyes, pigments and printing inks... it remains in the range of 10 to 11%... there are multiple trends within the segment at a product level which differ.
Adita Ketan · Smith's Institutional Equities
directthe cash which you see is more like a one-off kind of a situation... on the net debt basis we are still at around 4,300 crores. A good part of this maybe around 250 to 300 crores is purely because of the working capital increase.
Nitesh Dud · Anandraati Institutional Equity
directcertain materials being moved out from India were exported out and are on seas reaching to our customers and that is why they have been in transit inventories... revenue from that part is not recognized.
Nitesh Dud · Anandraati Institutional Equity
evasiveour target as a management team still remains on how to do catch up even with that three to four months of delay... we are figuring out strategies to mitigate that impact.
Nitesh Dud · Anandraati Institutional Equity
directwe have roughly around $87 million of an FX which is unhedged and is open... rupee depreciated by close to 5 rupees... from an accounting point of view that gains are accounted only once it is material as well as this loss is accounted now.
