Arvind · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
88%
Numeric claims
2
Consistency
contradicted
Question ledger
Ronuk Sha · Igious Securities Private Limited
directSo I think this reflects two things. One on the denim side it reflects full capacity utilization. For the first time in a long time we have reached absolute full capacity utilization. ... the growth we should look at is vertical growth and the ability to fully utilize our denim fabric capacity has come because we have expanded our garment capacity in denim.
Ronuk Sha · Igious Securities Private Limited
directYes, it's product mix. It's mainly product mix. We've also there's another trend at play. We've produced more than we sold, right? So, we hit some cut off related. So, I think quarter four you will see the impact of that.
Ronuk Sha · Igious Securities Private Limited
partialNo so I think it's a it's see there are parts of this project business. So we had almost no defense orders for the first two quarters a chunk of defense orders came in in quarter two. We had some good orders in the industrial and in composites which were also chunky and that's why we've seen this growth.
Ronuk Sha · Igious Securities Private Limited
directSo it is both a opportunity and a risk. I think a destabilized Bangladesh is a risk more a risk than an opportunity for us because still we are as our garment business is still relatively small compared to our fabric portfolio. Bangladesh is a end market for our fabrics.
Pya · Ara security
partialSo I think the second question is the one I will answer in detail. On the first part it's still in the process and we can get back to you. ... We are actually focused a lot on strengthening the teams. We are hiring and reallocating teams to these two new regions.
Pya · Ara security
directThere is amount of capacity available in the country and in the world. So as we grow garmenting we should tie up more capacities. ... we don't want to grow our fabric footprint beyond a certain point because we have a lot of work to do on growing the garment footprint.
Pya · Ara security
partialRight now our focus is on getting deeper in the categories that we have already opened. We have denim and knits which are the two areas that are going to experience the most growth. ... active wear and women's wear would be phase three.
Pya · Ara security
direct65 we are at our usual I think 6535 sort of makes in favor of exports so not too different from previous quarters.
Vishal Ma · Il Capital
directI think most of the discounts got baked in fully. We were expecting perhaps we might have to pass on something extra this quarter but it's now settled at this level. ... So I would say this level of tariff unless something changes we can expect it will be similar going forward.
Vishal Ma · Il Capital
directWe have created 55 million type of capacity and that is moving towards the direction of 16 which we should complete over the next financial year. ... if we are able to demonstrate good confidence in our execution then in the context of EU we can start to press the accelerator perhaps in the second half of next year.
Surya · Sunni Securities
directI completely agree with you that we should be doing the best to grow our garmenting industry and if we are successful in doing that then we will not need to sell yarn to Bangladesh. ... in the short term there is a dependency. In the long term what you are saying is exactly what our government wants.
Rajat · Kinuza Bell
directWe are very comfortable on leverage. So we are not worried about this level of leverage and I think we have enough cash flow to finance our growth without increasing leverage. ... we are at the ideal mix and this ratio should continue.
