ALLTIME / Q3-FY26 / claim-ledger

Audit the questions that mattered.

All Time Plastics · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ3-FY26 · 2026-02-06Back to quarter ↗

Questions audited

12

Answered directly

79%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Virj Sha · Sha Investments

partial

Key factors for subdued revenue growth

So the key factor is the demand from the existing customer is slightly lower but we are seeing the improvement now from the export market.

Virj Sha · Sha Investments

direct

Pricing pressures in export market

So no no we are not facing any such issues. No pricing pressure we are noting pressure.

Virj Sha · Sha Investments

direct

Driver for sequential gross margin movement

So basically it is the customer mix as explained in the last call also. So the customers with a higher margin their sale has improved as expected.

Nirali Gopani · Unique Portfolio Management

direct

Details on MOU with Northeast Cane and Bamboo Development Council

Sure. So from the MOU what we have signed with the government on these two projects it's more about getting the engineering bamboo boards manufactured near the plantation areas...

Nirali Gopani · Unique Portfolio Management

partial

Capex and timeline for bamboo business

So now we are starting it and we'll be doing the commercial production. So within a month's time the commercial production will be from the pilot.

Nirali Gopani · Unique Portfolio Management

partial

Growth of all-time branded products in 9 months

So for the 9 months as compared to the last the growth on in the domestic market is more than 30%.

Nirali Gopani · Unique Portfolio Management

direct

Reason for JV amendment

No, it's a absolute normal course of action and this has been driven by the geopolitical situation and the tariffs...

Nirali Gopani · Unique Portfolio Management

partial

Sequential improvement in EBITDA margin

Yeah. So EBITDA margin will definitely increase as the turnover increase because this fixed cost will be absorbed by that turnover...

Ana Nitani · Thinkwise Wealth Managers

direct

Top client contribution and change

So this 78% from the top customer and last year how much year on year it is almost same. So last year also it was 79%.

Sedat Jane · Yes Security Securities

direct

Utilization at Katalada facility

If we take the capacity so it is 44.25% of the annualized capacity this is including the 2,000 which got operational at the end of December.

Sedat Jane · Yes Security Securities

direct

Revenue from bamboo sales in Q3

No not not in the third quarter.

Rahulles · Safia Capital

partial

Growth outlook for plastic business excluding bamboo

So for plastic business we'll be able to utilize the installed capacity... So by Q2 we'll be able to utilize as per our historical utilization.