Century Plyboards (India) · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
58%
Numeric claims
1
Consistency
contradicted
Question ledger
Rahul Agarwal · Ikiguay Asset
evasiveI think we haven't published any numbers on FI27 yet but when you look at FI26 we've had a very strong growth... So I think 527 is likely to look similar if not better.
Rahul Agarwal · Ikiguay Asset
evasiveOur long-term growth ambition is 12,000 cr by 531. So that includes an annualized stagger of 18% plus. So next year also I think we'll see a robust growth in MDF. But for the time being till we don't freeze up our numbers, I can't give guidance on next year.
Rahul Agarwal · Ikiguay Asset
partialOn the plywood capacity... we've been doing internal expansion... next year we have two major expansions planned... Husharpur plant... should be operational in Q3 next financial year... Chennai unit also by Q3 next year... On MDF side we'll be able to unlock 70,000 cubic meters additional within Q1 next year... Uttar Pradesh project will have MDF capacity in excess of three lakh cubic meters... time horizon about 2.5 years from land possession.
Balaji Vinad · Nafa Asset Managers
partialIt is not fair for us to commit on competition and their returns... we are at a 24% growth trajectory... we believe that MDF still has a lot of room to grow... we are at a decent for the current quarter 12% a bit... we are well on line to achieve our aspiration of 15% a bit... prices have bottomed out... BIS is here to stay.
Balaji Vinad · Nafa Asset Managers
directImports even earlier never constituted more than 7 8% of total sales of MDF in the country... prices have actually bottomed out I don't feel that as much of a challenge... BIS is here to stay. The Indian consumer deserves a good product and the government of India has ensured that happens. I don't think they're going to walk back from that.
Rahan Sayyad · Trinetra Asset Managers
directWe are looking at a higher margin in the current quarter because of two things. Firstly there was a flooding situation in Punjab in the last quarter that led to slightly higher prices for north plant which is now eased out. Secondly we will be looking at higher capacity utilization in the current quarter. Q4 is traditionally always better... Chemical prices have also stabilized.
Rahan Sayyad · Trinetra Asset Managers
declinedCFS actually we are not updated very much very frankly. I should be but really I'm not updated right now. So we will call you our investor relations when we will call you and update you.
Sneha Tala · Noama
directIn lness we are confident of a 15% plus growth for the year... based on both domestic as well as export demand... we looking at 20% growth for next financial year.
Sneha Tala · Noama
directIndustry growth is somewhere between 6 to 7%... we are growing better because we are increasing our market share... before covid we were at 4% 4 and a half%. Today... we were at around 8 8 and a half%. So we've doubled... we obviously want to double it more.
Sneha Tala · Noama
evasiveMargin recovery is definitely on the cards... new capacity additions have slowed down... to a 20% plus scar as far as demand growth is the equilibrium should be reached maybe also go so next year year and a half... exactly which month which quarter which week is difficult to predict.
Bhavin Rupani · Invest
directThe capacity expansion that we were likely to do... in the current year. However due to robust demand we have been unable to take that expansion. So this will be adding close to 70,000 cubic m of capacity and that expansion will most likely happen in Q1 of next year.
Bhavin Rupani · Invest
directUttar Pradesh is the largest and most perennial source of raw material... currently there are no MDF plants that are located within Uttar Pradesh. So it is a huge market opportunity... we will update you as and when we acquire the land.
