Prashant Biani · ARA security
partialCurrent demand scenario for agrochemicals and Q4 outlook
Q4 has really started well. January has done well for us. South Indian patty, East India patty is looking really good. wheat crop has been good...
DHANUKA / Q3-FY26 / claim-ledger
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Dhanuka Agritech · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
71%
Numeric claims
7
Consistency
contradicted
Question ledger
What was answered, and how?
Prashant Biani · ARA security
partialContribution from technical sales and Bayer molecules in Q3 and 9 months
revenue from buyer moleur in the balance sheet of dhanoga is around 25 to 27 cr. ... technical is around 50 CR.
Prashant Biani · ARA security
directNet economic benefit from Bayer and future outlook
it is the top line net benefit is separate. ... Which is around 6 CR in quarter 3 and overall is around 19.5 CR in 9 months.
Prashant Biani · ARA security
directCash on books
cash cash and liquid investment is is more than 250 cr
Sarab Jen · HSBC
directImpact of sales returns in Q3 vs last year
sales return this year is almost equal to the last year but slightly lower than by 2 cr this in Q3 as compared to the Q3 of the previous year.
Sarab Jen · HSBC
partialContribution from products under regulatory challenges and outlook
this year the impact in our Q3 is around 15 cr and 9 month is a impact of 49 cr ... we are quite hopeful that we'll be receiving our approvals by end of this quarter
Sarab Jen · HSBC
evasiveImpact of China export rebate policy changes on sourcing
This will certainly increase the price ... Since it is an industry-wide phenomena, it will not significantly impact either our sourcing or our competitive edge.
Vijalai · Antic Stock Broking
partialClarification on Bayer income and overseas transfer timeline
it is not royalty it is uh net economic benefit ... In 27 ... sorry in 26 ... we will see a lot of transfers happening
Vijalai · Antic Stock Broking
directEBITDA margin guidance for Q4 and full year
we are expecting the similar decline 100 to 110 basis point.
Vir Kacharia · Simple
partialSeasonality of bio-stimulant products and risk of delayed approvals
peak consumption time ... starts by June end say early July and goes on through late November.
Vir Kacharia · Simple
directEBITDA for B2B business in Q3
a beta is still negative in Q3 it is around 4CR as against the 5CR as against last year 4CR.
Ketan Shabla · Affirma Capital
directGross margin sustainability and impact of net economic benefit
key 38% % gross margin are sustainable in long-term.