Carborundum Universal · 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
Amit Anwani · Prabhuas Slayadar Capital
partialSo I think um we are not again revising this is the first time I'm bringing it down. We feel that I think uh ceramics uh Q4 will be a strong quarter first of all because we feel that ceramic um on a full year basis the projects are getting delayed
Amit Anwani · Prabhuas Slayadar Capital
directUm overall about uh if you see a blended rate it could be in the range of around 50 to 55%. And industrial ceramics it could be as high as 75%.
Amit Anwani · Prabhuas Slayadar Capital
partialSo I I think um right now uh we it's it's so uh you know early at this stage. So I feel overall FTA will be beneficial to us. ... FDA rate will be definitely lower at least to the extent of about four to 5% lower
Harshit Patel · Aquarius Securities
evasiveUm I will share this details more in the next call. ... I strongly feel that u the current challenge of uh AUKO which is like you know a marginal topline growth is our uh key concern
Harshit Patel · Aquarius Securities
partialAUKO will be on the similar trend is what our uh reading I you know uh is what and um we feel that uh the current trend would continue ... as far as rodius is concerned I I feel the uh normally Q4 is better quarter compared to the Q3
Harshit Patel · Aquarius Securities
evasiveSo this is the uh uh is a positive news as far as uh the Indian market is concerned ... So we think that u you know this is a positive information and it would definitely help us to strengthen our position.
Harshit Patel · Aquarius Securities
directSo, uh Fossar does troubles us a lot ... So right now what we are doing is they have two products uh Z C and Z 450 and ZC is uh having higher losses. So we have closed down that operation. and uh we are only focusing on Z450.
Hititt Patel · IQ Securities
partialSo the yes the the mix is improving more towards the export that is helping us uh a lot. I think um our aim is to have a uh a 30% mix um that is 30% export mix um on a long-term basis.
Hititt Patel · IQ Securities
partialthe set of businesses where engineer ceramics uh some of the fire refractories all growth uh we are looking at uh a north of 20%. Our challenge continues to lie in the V ceramic and also the project based uh fired refractory business
Jonas BHA · Bir Mutual Funds
directfirst as I communicated uh probably one quarter to two quarter we will take a call and uh AU we think that uh you know we should take a firm call in a year's time.
Jonas BHA · Bir Mutual Funds
directI think we have uh incurred a loss of close to about 30 million euro and uh that this is over the last 4 years period.
Jonas BHA · Bir Mutual Funds
directI think on the ceramic side uh the businesses that we are serving to SOFC's and some of the high-end one they are growing pretty high you know as I said it's north of 20% is the growth that we are having
