Acutaas Chemicals · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
2
Consistency
contradicted
Question ledger
Ricken Sha · Boring AMC
directthe R&D center which we are doing is for upgrading and enhancing our capability and capacity with our existing R&D center because our existing center is having uh uh capacity which can cater uh all the requirement but we are expecting lot more inquiries and more uh traction towards the new molecule.
Ricken Sha · Boring AMC
partialwe had some portfolio reshuffleling for our pharma intermediate business X of CDMO and that has yielded us in terms of margin expansion. I have already mentioned during my commentary that after 9 months of FI 20 uh 6, it has gone sequentially in Q4 FI26 and expected to go grow further in FI27 as well.
Ricken Sha · Boring AMC
evasiveDefinitely in FY27 it will have a meaningful uh revenue contribution. It will start slowly with the Q1 and till Q4 it will keep on ramping up and at the end of complete financial year FYI 27 we will definitely have a meaningful uh revenue contribution. I will not put it any number to it as of now because there are many variables but uh it will be a meaningful contribution.
Ricken Sha · Boring AMC
partialthe capex is already going on for the third uh uh electrolyte additive product and which is getting completed by uh Q2 uh Q1 FI27. So once that gets completed it will also start contributing in the revenue and the fourth uh uh product we are in the phase of business development.
Ricken Sha · Boring AMC
evasiveYes definitely as you mentioned those are all validated product and we are uh building it as good revenue expectation from these four products as well apart from the first product.
Govid Goyel · Siri Nerfa
directwhen we have made an uh investment of 190 cr uh in indicam so the partner has bring in the capital that was at par value only so for 25% which is uh there for our partner so whatever we have paid 190 cr out of that 25% uh is going towards the uh goodwill in our books of account. ... we are very much confident that uh this business in coming years is going to do excellently well.
Govid Goyel · Siri Nerfa
directour partner he has been working in this uh space for more than uh 30 years and uh he uh so he is a veteran in this business understand the Korean ecosystem well apart from the uh international customer outside Korea like Taiwan and Japan and he has assembled a good team of people coming from the production and R&D and regulator regulatory side.
Sanil Jan · Ambbit Capital
directwe have a long pipeline of uh CDMO products but we have announced validation of four more products after the first one ... in terms of revenue potential we are expecting those product to be uh between 50 200 cr each at a peak level
Sanil Jan · Ambbit Capital
directfor our pharma business uh uh for this quarter uh a bit margin is around 44% and for speciality it is around 13%. ... for pharma it is 44% and for speciality it is 29%
Nikon Gupta · AK investment
evasivefor electrolyte additive business it's a function of capacity what we have built in and as of now the capacity for electrolyte additive is 2,000 mington for VC and APC. So based on that you can see the revenue potential coming in from that business and related to semiconductor business that business has been going through some difficult phase in last financial year but now it has recovered from Q4 onwards
Saiikumar · family fund
directwe are expecting similar kind of margin in FI27 also for us the margin is a function of product mix and we expect similar kind of product mix in FI27 that's the reason we see that it should be in a similar range only
Jason Son · IDBI Capital
directutilization at suchin plant is 75%. Unit 2ar is 31%. And unit 3 jagadia is 50%.
