Anil Sha · Insightful Investments
partialWhy was Q3 revenue below 8-10% growth guidance?
because of the extended rains and the extreme winters... there has been a very subdued demand of various beverage segment particularly in the beer segment.
AGI / Q3-FY26 / claim-ledger
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AGI Greenpac · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Anil Sha · Insightful Investments
directWhat is the retail entry strategy and spending limits?
We are not doing a brand building... we are going to outsource that activity to get it filled from them and then serve our customers.
Anil Sha · Insightful Investments
partialCan we still expect 8-10% value growth for full year?
on a volume side... we will be touching close to 7 to 8 9% something like that... on the value side there may be a little bit of correction... because of adjustment of the raw material prices.
Anil Sha · Insightful Investments
directWhat was volume growth for first 9 months?
On the container glass we did around 8% volume growth... on the specialty glass... more than 22% volume growth.
Shria Chat Dr. G · Hless Capital
evasiveWhat fluctuations in demand and impact on EBITDA?
extreme rains... subdued demand on the beer side... tariffs in USA... rupee depreciation... overall trajectory well-maintained.
Shria Chat Dr. G · Hless Capital
partialWhat is the EBITDA margin trend and guidance?
we have been giving guidance a bit per ton ranging 9,500 to 10,500... on the commercial glass we'll maintain consistent approach of 9,500 to 10,500.
Shria Chat Dr. G · Hless Capital
partialWhat is steady-state EBITDA margin for specialty glass?
we do not disclose the numbers of EBITDA per ton... it is close to around 25% 26% number in the specialty class.
Tal Zeri · Crown Capital
directWhat is the revenue growth outlook for FY27?
next year we feel we should be able to further grow on the volume side by around 3 to 4% on container glass and another around 7 to 10% on specialty glass... overall maintaining a growth chart of around 8% 9%.
Tal Zeri · Crown Capital
directWill margins improve if glass prices decline?
we have been maintaining a consistent margin... for next 12 to 18 months we will keep the guidance EBITDA margins ranging 24 to 25% on the overall mixed basis.
Tal Zeri · Crown Capital
directHow will retail diversification work logistically?
we are going to the OEM and telling him we want to sell our glass bottle... we are ready to give you the full end to end service... we have a tie up with the service providers.
Anil Sha · Insightful Investments
directHow much capex spent so far on greenfield projects?
we would have essentially spent somewhere around 60-70 crores on the overall land acquisition doing some ground studies.
Pravin Sharma · Individual Investor
evasiveWill QIP dilute equity given recent share price fall?
we never gave any news that we are about to close such a transaction... we may raise equity at a particular time depending on how our projects have matured... be rest assured we are not here to destroy anybody value.