Questions across 3 calls

Ankit Mittal

Firm not listed in source transcripts

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-May26.pdf · 2026-04-30

So I was asking for the first question and that is regards to the revenue growth guidance. So as you mentioned in the last, we already know about the Fermion project and the growth guidance given by Bayer, which is for 50% growth in calendar year 2026. Given that we have that outlook from Bayer, so -- and also, we have this electrolyte business coming up in this financial year. So I wanted to know if we are being conservative in givi ng this 25% revenue growth guidance for this year? And would it be like if all the things remain condition with respect to this project, we might have an opportunity to revise this guidance later in this year?

And secondly, on the seasonality of the busi ness, which you mentioned in the introductory remarks, which is 40% in the first half and 60% in second half. But with this Fermion contract this year, which has already been ramped up to a decent size, do you think that seasonality will reduce this year? And I mean, Q -o-Q decline which we usually see in the first quarter, that might be limited this year given that the kind of growth we are seeing in that Fermion project?

Acutaas Chemicals Limited CC-Sep25.pdf · 2025-10-17

Congratulations for a great set of results. I wanted to understand more about the EBITDA margins from a more medium-term point of view for FY '27, '28, do you think we can maintain this 28% to 30% kind of EBITDA margins? As you mentioned, now you have full visibility on the CDMO as well as the electrolyte additives business. So internally, do you have the confidence in maintaining, let's say, this 30% kind of margins for next 2, 3 years?

And for the electrolyte additives business, do you think that business can have a 30% plus kind of EBITDA margins?

Blue Jet Healthcare Limited

Blue Jet Healthcare Limited CC-Mar25.pdf · 2025-05-14

. So I had question on pharma intermediates as well and on the capacity utilization questions earlier in the calls , so you mentioned for the full year utilization is 60 %-65% and for the full year, you did close to Rs. 462 crores in revenue, in pharma intermediate. And so if I do the math, at complete full utilization, the revenues would come to around Rs. 770 crores. And if I just analyze the report numbers, like of Rs. 196 crores, it's close to Rs. 780 crores. So is it safe to imply that in Q4 our capacity utilization was close to 100%?

Okay. Thank you.