Banswara Syntex · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
11
Answered directly
59%
Numeric claims
2
Consistency
contradicted
Question ledger
Ravi Sha · VRS Capital
partialwe are doing right now almost about 50/50 between our export markets and our domestic markets. and that is about a ratio which we like to keep. So I think that is going to remain our strategy going forward.
Ravi Sha · VRS Capital
directthis is also partly because we had shut down our capacities in Surat and that was the constraint that we were not able to use all of the capacities as we moved out of the SEZ there and the machines have not been yet moved out of the SCZ and started in a DTA as we are awaiting permission.
Ravi Sha · VRS Capital
evasivedefinitely we are known to be a company which is more innovative among all customers globally and exports. Anybody who comes to the country looking for good value added stretch fabrics whether in wool blends or in poly viscos blends, polyester blends always comes to us for suitings with stretch
Runit Kapoor · Industry Investments
directfor Mexico the tariff increase is not for poly viscos. It is only for polyester 100% polyester goods and most of the goods that we have been sending to Mexico are actually poly viscos or polywool and there that particular tariff increase does not apply. So we don't see any significant change there.
Runit Kapoor · Industry Investments
evasivethe tariff plays a significant part and all of the labor savings and other thing don't really count for much in apparel compared to the tariff.
Runit Kapoor · Industry Investments
directwe are not making an additional capex there. What we are going to be doing is leveraging our own available capacities as we have always been saying to get to a turnover of 1,800 crores and reach a government turnover of 450 to 500 crores without increasing capacity is possible for us.
Runit Kapoor · Industry Investments
directI don't see it affecting Bansswara in a major way. Maybe some of the cotton mills will be worried about this.
Dan Singh · DS Broking
partialour woolen blended fabrics and wool based fabrics are about 400,000 mters in different blends out of our total 23 to 24 lakh meters that we do per month and our stretch fabrics are between 12 to 14 lakh mters per month.
Dan Singh · DS Broking
partialWe have to reach out to new customers with special products that fit their price point while not losing our premium customers which are able to give us better pricing. So these are new set of customers that we have to reach out to which we haven't been able to so far.
Shaki Prattab · Pratab Securities
partialbased on this last quarter in which we got 12 1.5% EITA um we believe that we should be able to maintain that and even improve it going forward in the next financial year. Um the growth that we're talking about is 15 to 20% across the board.
Shaki Prattab · Pratab Securities
partialthis will all finish by the end of next financial year and after that we should see that if the EITA margin as we are projecting remains at that 12 1.5% and above we should be able to pay back the debt from the next to next financial year.
Rahul Rajar · research analytics
evasivethis Bangladesh thing is yet up in the air in terms of the fact that we don't know whether Bangladesh will be able to take in the cotton from USA and convert it into a garment in a viable way or not. it is not a big impact for Bansswara.
