Chemplast Sanmar · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
Sanjay Chen · ICC Security
partialwe are looking at a spread which is at a neutral level on a replacement cost basis... we may get into a positive side... there could be uncertainties as we go into this quarter.
Sanjay Chen · ICC Security
directthe 45 molecules includes 17 that are commercial... the outlook is strong... we are now on the verge of getting into the expansion... by the end of the year as committed earlier 14 KT capacity.
Ankur Pial · Access Capital
partialour model is innovators... we have not been impacted by what's been going on in the generic space... it's just a delay in terms of how those launches have been going on.
Ankur Pial · Access Capital
partialwe still keep that intact... hopefully next year we will be at that number based on what I have in the pipeline and the products we have commercialized we stand a good chance of getting there.
Ankur Pial · Access Capital
directas of today under the given circumstances yes but then there are other measures non-trade measures like QCOs... which will help us in the short to medium term.
Nikhil Gandhi · Bajaj Life Insurance
directthis is the difference between the actual cost and the net salable value which we have provided as of 31st March and it's getting reversed during the current quarter... hopefully things improve post 30th June.
Nikhil Gandhi · Bajaj Life Insurance
evasiveimpairment is always done based on at a point in time what is your view... the best estimate has been used... if things improve over a period of time obviously this impairment will get reviewed.
Rohit Nagraj · 361 Capital
directdemand has been muted... about percentage point below last year... we are constantly looking at different ways and means of mitigating this risk... we will be filing in the near future for the ADD.
Rohit Nagraj · 361 Capital
partialthe go to market strategy always considered a combination of domestic and export... we are working with a few partners... we should be able to crack this part of the puzzle.
Madhurati · Counter Cyclical Investments
directthe suspension PVC is not power intensive... that contract will more benefit the VAC business not the suspension PVC business... the current situation is reasonably volatile... we are breaking even.
Madhurati · Counter Cyclical Investments
declinedwe would refrain from giving a guidance on what would come out of the LOI... we have signed LOI for six products... I would sort of refrain from giving a guidance on how the total volume value of business.
Jatin Takers · M3 Investment Private Limited
directwe thought it is important that we look at the business as a whole and see how best we can reorganize the business going forward and create value unlock value for all the stakeholders. That's the broad objective.
