Sel Kapoor · Anti Fragile Thinking
evasiveWhat will be structurally different about the business model in 5 years?
we hope not much we hope it continues to stay the same but only do it you know for for the lack of a better word bigger and better...
AETHER / Q4-FY26 / claim-ledger
Audit the questions that mattered.
Aether Industries · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
63%
Numeric claims
2
Consistency
contradicted
Question ledger
What was answered, and how?
Sel Kapoor · Anti Fragile Thinking
partialWhat becomes more important to sustain moat: capital, chemistry, or customer integration?
initially it was more about setting up the chemistry... now it's more about... execution... translating these opportunities into practice...
A Shara · Punarta Investments Advisors
directDo we get any benefit from currency price increase given exports?
we do have a natural hedge... our exports currently because of various uncertainties had been reduced... now that things have been resolved... exports growing and coming back to 50 60% of our total topline.
A Shara · Punarta Investments Advisors
directIs there any demand disruption due to oil market disruption?
No. we have seen a steady demand in all our products as such. So there is no holding of material happening during this war.
Sai Kumar · Family Fund
directWhat was the revenue from Baker Hughes this quarter?
the revenue to to bakeres in this last quarter was approximately 84 crores. Uh 68 was from the subsidiary and also from our main company...
Sai Kumar · Family Fund
evasiveAny progress on new molecules for Baker Hughes?
currently in the cramps process. you know once we have visibility we will come back to you on that once it gets processed in CRAS but right now the R&D continues on those products.
Aijit Akila · Kie
directWhy did LSM revenue decline sequentially despite price increases?
it is a decline that's primarily because in the last month in the month of March we were not able to ship some of the products due to logistical issues...
Aijit Akila · Kie
directWhat is the outlook for working capital days next year?
we see that by end of this year this finance year 27 we'll be again having a healthy working capital reduction which we expect to be around 160 days at least.
Aijit Akila · Kie
partialWhat is the outlook for debt levels?
definitely it will increase because we have been speaking about that the QIP monies have been completed... we will see the dates coming up dates increasing a bit in the current year and it will gradually increase.
Aijit Akila · Kie
declinedCan you provide revenue growth guidance for next year?
we don't usually give guidance in terms of revenue growth for the year but what we can tell you is that yes the site 4 and site 3 plus will continue to get ramped up...
Nikon Gupta · AK Investments
directWhy were margins not hit this quarter?
the major reason was the 70 million inventory right off on account of fire... also in the third quarter there was a FLOP claim income which was not there in the fourth quarter.
Rohit Nagash · 361 Capital
partialWhat is the expected additional debt in FY27 and cost of debt?
approximately by end of financial year 27 you can expect 200 to 250 crores additional in the debts not more than that and I'm sorry on the open platform I cannot give you the cost of that