Astral · 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
63%
Numeric claims
1
Consistency
contradicted
Question ledger
Shravan Shah · Dolat Capital
partialSo like you see the history that whenever the polymer price goes up, the demand picks up. It is not a genuine demand, but it's a stocking demand. ... we have given the guidance 15% plus. 15% can be anywhere 16, 17, 18, 19, 20, anything between 20% number. ... As far as July is concerned, yes, you are right, absolutely. July is slow because the polymers are coming down.
Shravan Shah · Dolat Capital
directAt this stage, we don't see any inventory losses. If further polymer goes down, yes, there can be a probability of loss, but at this stage, when I'm talking today, it doesn't look that the inventory losses will be there.
Shravan Shah · Dolat Capital
partialWe have done close to about INR 26 crore of revenue, which is YoY basis, if you see, it is a 90% jump... CapEx guidance will be somewhere around INR 350 crore on a full year.
Shravan Shah · Dolat Capital
partialThis year, margin will be little lower, as I communicated in the Q1 also, because of launch and all employee costs. ... we will be maintaining double-digit kind of margin. ... Full year, I am telling you minimum 10% kind of margin we are targeting.
Sneha Talreja · Nuvama
evasiveWe have launched in Gujarat. ... We'll quantify some numbers on this from next, next quarter for Astral Paints to make it more clear and clarity. ... we are targeting a growth of at least 15%-20%, 15% minimum from the level which we were last year.
Sneha Talreja · Nuvama
directCPVC price is stable right now, but there are high probability that because of this anti-dumping revised rule, there are high probability that the prices should go up. ... very light inventory in CPVC in the market.
Rahul Agarwal · Ikigai Asset Management
directIndia, we are expecting to maintain the similar margin for the balance nine months, and at the same time, we are expecting 15%-20% kind of growth.
Rahul Agarwal · Ikigai Asset Management
partialSo see, staff cost and all has gone up mainly because top line growth was affected because of the lower polymer price. ... on a full year basis, more or less, it should be in the same range.
Pujan Shah · Molecule Ventures
partialSo O-PVC, yes, we have guided that this will be our indigenous technology. ... To start with October, November and December, 3 machines we have lined up. ... the capacity will be close to about 78,000 metric ton.
Nitin Jain · Fairview
directQ1, Astral is normally of a CPVC-driven more company, but the Q1 is always loaded with the more of PVC product. ... that was the reason that the gap was wide. ... It will come down only. It will not go up.
Sonali Salgaonkar · Jefferies
declinedI think we don't share, Sonali, these kind of number in the calls, neither in the personal meetings also. These are the confidential things we don't discuss in the market.
Praveen Sahay · Prabhudas Lilladher
directSo as far as improvement is concerned, I don't think we are already sitting on a very high margin, so there is no point to improve further from here. Even if it is coming down 1 or 2%, it's fine to us. ... Very low, very low, very low.
