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
67%
Numeric claims
1
Consistency
contradicted
Question ledger
Sravan Shah · Dolat Capital
partialthis margin expansion will definitely be there. Exactly how much will be there, the market situation will decide... Margins will be much, much better than what you are paying to expect. Regarding your second question, 40,000 metric tons plant will not be definitely sufficient for us.
Sravan Shah · Dolat Capital
partialdouble digit can be anything. It could be 10%, also 12%, also 15%, also 20%. There are many different parameters at play. ADD is not the only parameter... we are confident that... double digit growth as per our initial guidance... we can achieve at the end of this financial year.
Sravan Shah · Dolat Capital
directThis year, we have guided around INR 300 crore kind of CapEx... In Q1, we have spent only INR 50 crore on the CapEx. Next year, I think the whole CapEx will be there because we are not going to expand any capacity for the next two or three years in the pipe category...
Sujit Jain · Bajaj Life
partialThe first comment on the volume comparison with our competitor, look at the competitor's number... major chunk of volume came from the Jal Jeevan Mission... Our presence was not there into that segment. Regarding your second question on paint side... we will be able to deliver 20% kind of growth...
Sneha Talreja · Nuvama Wealth Management
directdemand side, pan-India demand definitely has not opened up. It is certain pockets and geographies are doing better... we are confident of using different types of PVC grades as per our wish and desire... We are not limited to a single PVC supplier for our CPVC plant.
Praveen Sahay · PL Capital
directbecause of continuous falling polymer prices, the top line is getting eroded... we have entered into multiple new businesses... I think another 25,000 metric tons kind of will be added in the Kanpur in the first phase.
Pujan Shah · Molecule Ventures
partialRight now, we are procuring our CPVC from Sekisui Japan, and some from DCW at the local level... After this plant completion, it will be based on the demand scenario... we will be able to answer how much of our internal demand does this 40,000 ton resin suffice.
Keshav Lahoti · HDFC Securities
partialMargin is always of a priority to us. We are not going to cut for this type of growth... Whatever margin for the piping business, we have guided 16%-18%... we will stick to our guidance of 16%-18% for the annual basis.
Utkarsh Nopany · BOB Capital
evasiveI think CPVC price was definitely down... What is the actual price had dropped from where to where, nobody is having the authenticated data... We don't share all this internal information that this much is down or this much is up.
Saniya Kothari · AUM Capital
partialAl-Aziz makes multiple products... We have good long-term plans with the fittings of Al-Aziz... It is very hard to quantify right now, madam, because we are only making fittings... It is very hard to quantify right now what percentage of top line this will happen.
Rahul Agarwal · IKIGAI Asset
directwe have given the brand Astral to them, which is already an established brand... our branding costs are not going to go up. It is going to come down... In absolute terms, we are spending less and less on branding than what we were spending two years ago.
Sandeep Jain · Bajaj Life Insurance
directWe have not done much spend. It is negligible. Maybe INR 4 crore or INR 5 crore at maximum we have spent in the R&D side... Yeah, yeah, we can definitely work on that. That is not a problem.
