CENTENKA / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Century Enka · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2025-11-15Back to quarter ↗

Questions audited

Answered directly

67%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Vipul Kumar · Sumangal Investments

partial

Volume expectations, caprolactam price, inventory gain/loss in Q2.

We do expect better volumes compared to quarter 2 mainly from the reinforcement market... caprolactam was in the range of about $1,200 for the quarter... we did not have any significant inventory losses for the quarter.

Vipul Kumar · Sumangal Investments

evasive

Status of anti-dumping duty plea and level of protection sought.

The level of protection is always determined by the ministry by the DGTR. We only give the base data... we expect some positive developments in quarter three hopefully before December.

Vipul Kumar · Sumangal Investments

direct

Clarification on dumping in yarn vs reinforcement and PTCF approval status.

Yes, but more in the yan side... PTCF is going on... we expect some commercial supplies to start in quarter 4.

Vipul Kumar · Sumangal Investments

partial

Capacity of PTCF plant at full capacity.

We do not give product wise breakups because of competitive reasons. So uh but it would be about 10% of the industry demand current demand.

Moit · Individual Investor

direct

Demand trend in H2 after GST cut and festive season.

We did see some positive uptake both at the retail sales as well as inventory liquidation at the tire companies... initial signs are good even for October and we are hopeful that the trends should continue.

Moit · Individual Investor

evasive

Expectation for NTCF demand recovery after inventory adjustment.

The tire companies are also waiting for clear signals that the demand is sustainable... we'll know more from in this month as well as in December.

Moit · Individual Investor

direct

Driver of EBITDA margin improvement to 7.7% and sustainability.

The improvement is mainly because the raw material prices have fallen but the margins kind of remain at a similar level... the main driver for certain significant increase in margin has been the low-priced raw materials.

Anish · Individual Investor

direct

Pricing strategy to counter cheap Chinese imports in yarn and tire cord.

In the yarn we want to move up to value chain in terms of more specialized products... as far as reinforcement, we continue to work to provide superior service and better quality compared to imports.

Vipul Kumar · Sumangal Investments

partial

Capex for PTCF project and expected IRR.

We have an internal target of IRS of more than 12%. I will not be able to give any specific number but it was in in excess of that.

Vipul Kumar · Sumangal Investments

partial

Percentage of value-added products in NFY volume and realization premium.

It's over 35% of our portfolio is in value added products and we get good margins which justify additional investments... these are much higher than these values.

Kupa · Individual Investor

direct

Plan to deploy surplus cash: capacity, buybacks, or dividends.

We have followed a consistent dividend policy that would continue but mostly this would get deployed in new projects because we see a lot of opportunities in growing this company.

Faluni Data · Mansur Financials

direct

Total domestic nylon filament yarn demand and annual imports.

The demand is around just under two lakh tons per annum and the imports have been close to between 30 to 35% of the demand.