Sanjay Chin · ICIC Securities
partialRequested segmental revenue breakdown for the quarter.
performance segment contributed 72%. The second segment pharma agro 19% and FMCG balance 9%. This for full year. For quarter, I'll get back to you.
CLEANSCIENCEANDTECHNOLOG / Q4-FY26 / claim-ledger
Audit the questions that mattered.
Clean Science and · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
1
Consistency
contradicted
Question ledger
What was answered, and how?
Sanjay Chin · ICIC Securities
partialImpact of rising HQ prices on MEHQ competitiveness.
because of hydroquinone prices going up it definitely helps us in MEHQ but also with capacities in China not as impacted, we have to calibrate prices to balance positions.
Sanjay Chin · ICIC Securities
directAbility to pass on increased phenol prices in MEHQ.
We are able to pass some but wherever there has been long-term contracts in those cases we have not been able to pass.
Sanjay Chin · ICIC Securities
partialReason for sharp revenue increase in health subsidiary.
This was a little delayed response. Exports have picked up dramatically. Today we stand at 50% domestic, 50% export. We are also selling expensive grades.
Sanjay Chin · ICIC Securities
directHealth volume and export geographies.
overall we did about over 1000 plus tons in this for the quarter. Export geographies: Europe, Middle East, United States.
Sanjay Chin · ICIC Securities
directPricing competitiveness for health given rising acetone and ammonia.
quarter three we were EBITDA neutral in quarter four we made an EBITDA of 8 crores despite all prices shooting up. We are able to pass prices at some point not 100%.
Sanjay Chin · ICIC Securities
evasiveOutlook for FY27 revenue and EBITDA growth.
We are waiting for Chinese summit to end to understand crude oil positions. This is going to be a very tricky financial year for chemical industry.
Ankor · Access
evasiveWhether Q4 health revenue is a base case for future.
it's a combination of direct and distribution. In totality we are now known as a good supplier of health globally. A lot of inbound interest coming.
Ankor · Access
directTimeline for water treatment product (performance chemical) capex.
validation Q3, commercial production Q4, pick up FY28. It's a standard process.
Aron Prasad · Aendas Spar
partialWhether excess HQ capacity in China still pressuring MEHQ pricing.
we are still trying to keep our market share. Wherever needed we are working on pricing tactics to keep our market share.
Aron Prasad · Aendas Spar
directWhy gross margins improved despite pricing pressure in MEHQ.
in standalone the gross margins have improved. This quarter the RMC is 33% which is better compared to previous quarters by at least 2%.
Adujit · Cortex Securities
directRevenue breakdown by volume vs price for the quarter.
sequentially whatever growth we have seen around 8% that is largely volume led from a standalone perspective.