AG Ventures · 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
42%
Numeric claims
0
Consistency
—
Question ledger
Adita Ketan · Smith Institutional Equities
partialThe average price for Q3 was about 29 rupees. Current price is about 52 rupees... we have been able to pass some of it on in the domestic market not in the international market... we feel that it will be difficult for even the competition to absorb the price and they are bound to increase prices which should help us.
Adita Ketan · Smith Institutional Equities
partialwhen the American tariff was increased we had to give deep discounts... since the tariffs have been rolled back significantly, so will our discounts be rolled back... our strategy vis-a-vis export market continues as before... we are looking at the export market with renewed vigor but as always it will take some time.
Adita Ketan · Smith Institutional Equities
partialwhen the tariffs have gone from 0 to 50%... to maintain the same price we have had to give discounts in the American market in the range of 25%.
Adita Ketan · Smith Institutional Equities
directin September 30 there was a one time expenditure on account of duty and also on account of duty pursuant to de-merger and also there is a sulfuric acid annual shutdown expenditure... the fact that the Chinese did not increase the price even though the raw material prices have increased have taken away the whole benefit of the anti-dumping duty.
Videsh Gandhi · Discover Capital
declinedit's very difficult to give out figures like that because these tariffs actually happened midway through the year... it will not be possible to give out numbers which will then correlate to the P&L.
Videsh Gandhi · Discover Capital
evasiveI would like to make one clarification for everybody on this call. The tariffs have not gone away as yet. And we don't know which day the tariffs are going to go away.
Videsh Gandhi · Discover Capital
evasivethe revenue that we have is an amalgam of sulfuric acid as well as of insoluble sulfur and this keeps the percentage keeps on changing... for me to say that this is so much percentage of the revenue is not something which will be correct.
Videsh Gandhi · Discover Capital
directYes. That is true. The current capacity utilization levels around the world are between 70 to 75%... if we think that 85% capacity utilization is a healthy capacity utilization. So we can do the math as to see how maybe four five years of this.
Anubhab Mukharji · Capital (unidentified)
partialthe AD that was imposed was in the tune of about $300... at an average we were able to get increase in selling price in terms of rupees say around 200 plus minus dollars from that time.
Anubhab Mukharji · Capital (unidentified)
directWe have been able to get some increases with some tire companies but it is not consistent throughout but we have been able to get some increase but not to cover the whole price increase.
Anubhab Mukharji · Capital (unidentified)
evasiveit is very difficult to talk about market share on a short-term basis... please allow us time till June and we will come back and tell you whether we are seeing the market share increase.
Madurati · Counter Cyclical Investments
evasiveit is significant. Sulfuric acid has done well. So the contribution is significant. I will not be able to give you the exact number but it is better than what it has been previously.
