Deepak Nitrite · 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
50%
Numeric claims
1
Consistency
contradicted
Question ledger
Sanes Chen · ICIC Securities
partialyes China has had uh you know it has ramped up its uh capacity uh significantly but most of that capacity that has been ramped up is for the final product which goes into formulation. We are a an intermediates manufacturer.
Sanes Chen · ICIC Securities
partialon the other products which are going more into the dies is an intermediate space. I think there our volumes are largely intact with uh you know a marginal growth.
Nrahares Chimodia · Anvil Wealth
partialthe investment of 220 crores is in its uh construction phase and expected to be commissioned uh at some point between the uh end of January and uh the middle of March.
Nrahares Chimodia · Anvil Wealth
partialthis uh product will be supplied as quote unquote a uh plant relevant uh batch in quarter three and in time for us to be able to engage with them meaningfully for uh you know long-term contracts moving forward.
Nrahares Chimodia · Anvil Wealth
partialall of these put together then uh over and above this uh what we're talking about with regards to 8,000 crores of revenue is uh to keep in mind that when we make phenol acetone binol these will be largely fed into the manufacturing of polycarbonate.
Abija Kala · KC Institutional Equities
directyes, I think in terms of the margin expectation, you're right. And uh just to clarify, since we're in the middle of uh the second quarter, uh we've already begun trial production
Abija Kala · KC Institutional Equities
evasiveI think there will be uh a ramp up. It's going to be an accelerated ramp up to a sense because uh not only will we be making MIBK but we'll be making the downstream of that MIBC and a couple of other uh solvents and mining chemicals
Abija Kala · KC Institutional Equities
evasiveI think uh frankly what you should look at is not so much uh for this year. It's more about what we're able to accelerate uh on over the next year two years.
Abija Kala · KC Institutional Equities
partialif the uh orders from our strategic customers had not been delayed deferred uh we would have been able to see that even in Q1. But the unfortunate truth is that uh this is a situation that prevailed
Abija Kala · KC Institutional Equities
directUh this year it would be in the range of uh 800 to,000 crores roughly and uh 500 500 already spent.
Toshar · Omega portfolio advisor
directthe Indian market size which you are trying to grow by now four lakh metric tons. ... the payback is around five years five and a half years between five and five years when you take the entire uh integrated value chain
TJ Sav · Asian market securities
evasiveMMA we'll come back to you when we decide on that today we have not yet decided so on today the capex plan is around 11,000 crores if you include BPA also into that
