Sanjay Jen · ICICI Securities
directRevenue and volumes for SOP in Q3
Q3 is 71 metric tan. And value is 751. No no 7 71 71 71 71. Okay. And value is value is 32 lakhs.
ACI / Q3-FY26 / claim-ledger
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Archean Chemical Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
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75%
Numeric claims
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What was answered, and how?
Sanjay Jen · ICICI Securities
directWhy bromine prices up but derivative under pressure?
the increase in broine prices obviously spring thoughts cost pressures on our bromine derivatives business. given the specific products we are making right now and the way the contracts are not all of the crossing is something we're going to pass through to our clients.
Sanjay Jen · ICICI Securities
directBacklog status and production issues for bromine
we shipped approximately 2 and a half thousand tons of that. So we have still around 6 and a half thousand tons in backlog. we've not seen a significant amount of cancellations there.
Sanjay Jen · ICICI Securities
directWhy target only 25kt when capacity is 42kt?
the capacity expansion will actually primarily happen between 25 and 42 in line with the capacity expansion in the derivative business.
Sanjay Jen · ICICI Securities
directDerivative volume drop and ramp-up plan for FY27
we are right around 35 to 40% utilization. first target for us is to get the utilization up. for 26 27 we are trying to scale it up to around 60 to 70% utilization at a plant level.
Vin Nadkarnney · Hatway Investments Private Limited
evasiveIs there a management bandwidth issue causing delays?
I don't think that would probably be an oversimplification of the issue. there specific challenges we've had. we have good bandwidth on the ground which is why we've been able to make these changes within one quarter.
Rohit Nag · 361 Capital
partialContract vs spot mix for bromine and when benefit of higher prices will show
we have around 6 and a half thousand tons of contracted backlog. we have a mix of both spot and contract prices. the longerterm contract should probably represent probably 50 to 60% of our volume.
Rohit Nag · 361 Capital
directCan bromine production reach at least 18,000 tons next year?
Simple answer yes
Rohit Nag · 361 Capital
declinedRevenue guidance for Orin next year (100-150 crores?)
as a matter of rule we don't give guidance. on the orange side idealist side I probably defer that answering that question but if you can pick the thread on it next quarter I'll probably be able to give you a better insight.
Adita Ketan · Smith's Institutional Equities
directSustainability of 25kt bromine target given climate change impact
we will be north of 18,000 tons next year. the goal is to get to a run rate of between 18 and 25,000 at which stage we obviously have to do some expansion work.
Adita Ketan · Smith's Institutional Equities
directIs derivative demand weak due to high bromine prices or global muted demand?
medium to long-term demand on the derivative side is pretty good. Short-term demand across categories is also fairly stable and improving. Our challenge has been in scaling up the business in some of the specific products we make.
Duv Muchell · HDFC AMC
partialSOP trajectory and plant trial status
pilot trials have been successful. the chemistry works. we have the plant scale trials somewhere in this quarter or early next quarter. hard for me right now to give a specific number.