Camlin Fine Sciences · 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
88%
Numeric claims
9
Consistency
contradicted
Question ledger
Rushikesh Sha · Alchemy Capital
directSo the price in US is around $18. That's correct. But what comes from India was being 50% duty has to be paid. So to match the realizable value because there is a local manufacturer that's always selling at 18 who doesn't have the duty. If we have to match the price of 18 we have to bear the duty.
Rushikesh Sha · Alchemy Capital
directFor FI27, we have both methyl vanillin and ethyl vanillin. And our guidance for FI27 is between the two, the total would be 4,000 metric tons.
Rushikesh Sha · Alchemy Capital
directOur guidance is that we should improve the margin by 1 to 2%. It'll be in the range of 46 to 47%. And EBITDA margins based on the growth that we are projecting in vanillin and the blend business should improve and go to between 12 to 14%.
Satish Kumar · Incred Equity
directNo it is 25%. What is expected is once the trade deal is officially signed and announced. Right now only fact sheets and some other documents have been shared by both sides. But once it is finalized it'll come down to 18%.
Satish Kumar · Incred Equity
directWe would have pushed and sold another 200 trucks. We went slow and try to push it in the next quarter so that we get the duty benefit. So we would have made around another 200 tons at 12 and a half.
Surya Narendra · Philip Capital India Private Limited
directNo not in Europe. So Europe the anti-dumping duty on Chinese material is 131% whereas on in the US it's effectively with the tariff at about 265%. So there is a difference that delta will remain.
Surya Narendra · Philip Capital India Private Limited
directVitafor we look at scaling up from roughly 12 to 13 million euros top line to about 17 to 18 million euro top line in the next financial year. So we're looking at at least a 40-50% growth there.
Surya Narendra · Philip Capital India Private Limited
evasiveWe will have to see how the insurance process goes. Very difficult to predict right now whether there will be any impact and if so what will be the impact. At this point of time it's in fact the access to the premises has not been allowed as yet by the fire department.
Rahan · Coher and Wealth
partialVPI is just near break even. The break even should be at 15 crores they have done 13 crores but they at present they are just below the break even margin. Vitafor is already broke even and has been making small 4 to 5% EBITDA.
Rahan · Coher and Wealth
directThe increase in other expenses are predominantly because of Vinfi for a month. Vinfi had an operating cost of around 3 to 3.5 crores on a monthly basis. Similarly Vitafor's employee cost is around 1.5 to 2 crores per month.
Rohan Advant · Pra Capital
direct740 metric tons.
Nirjman Singha · White Pine Investment Management Private Limited
directYeah about 14 and a half or so because there is also local freight and things. And if the tariff goes to 18% our realization would be 15 and a half or so.
