Chemplast Sanmar · 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
2
Consistency
contradicted
Question ledger
Rohit Nagaraj · 361 capital
directThe swing plant would have a capacity of around 2 KT and that should come in by the end of this quarter. It will have some ramp up period. ... This 2K should be we should be selling it in the domestic market. But once we have the full 14 KT online next year that would be a mix of domestic and exports.
Rohit Nagaraj · 361 capital
partialThe global market remains mixed. ... we see this impacting in the near term but not in the long term. ... from a guidance standpoint we are still comfortable ... we don't see any significant issues in realizing that by FY 2728.
Pujan Sha · Molecule Ventures
evasiveMIP is traditionally a short-term measure which can be up to a year. ... the industry is looking at certain other longer-term measures ... we are confident that one of those will move ahead in the coming months. ... we'll be able to give you better details in a few weeks.
Pujan Sha · Molecule Ventures
evasiveWe are very confident that this is a very short term break even for this project. We believe that it will not extend beyond a couple of years.
Pujan Sha · Molecule Ventures
directThe possibility definitely is there. ... what we are seeing is that the prices have only gone up in January and it continues to go up in February ... we believe that it is manageable especially given the fact that the demand has come back strongly.
Nick Hill Gandhi · Bajage Life Insurance
partialAs far equity raising is concerned we don't have any plans as of now. ... the break even actually we look at it more from the contribution ... that generally varies between somewhere around 11 to 12,000 rupees per ton.
J from Dalal and Rocha · Dalal and Rocha
evasiveWhen we said the break even we were talking about the PBT level not contribution level. ... you would need to get a decent return on the investment you would need to earn more. So this is really at the break even level but this is the first step.
Bat · Quest Investment Advisor Private Limited
directEDC prices have been at around less than $200 right now. ... from around $225 in April to $194 by end of January. ... the spread between VCM and PVC suspension PVC right now is around $200.
Bat · Quest Investment Advisor Private Limited
directThe demand is starting to take off. So that inventory correction as you pointed out it's behind. However the price pressure continues in terms of some very high capacity of generic manufacturing put up in China.
Kiran Kard · Nights Capital Management LLP
directWe did see some rationalization that has happened in Europe. There was one Netherlands plant at around 230,000 tons that shut down towards the end of last year. ... in China ... there could be an acceleration of rationalization of the carbide PVC capacity.
Pranit · Samatwa
partialThe detailed schedules are yet to be released. ... if assuming that the auto imports into India increase ... that could result in some positive demand pull in the market on suspension PVC ... on CMCD ... there should be some benefit there as well.
Pujan Sha · Molecule Ventures
directPrices are rangebound right now as we are at anywhere between 30 to 34 rupees per ton. ... we expect would remain rangebound. We'll have to wait and see once the new capacities start coming.
