Stockrabit · Analysts
Questions across 2 calls

Ankur Periwal

Axis

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Nov25.pdf · 2025-10-30
Congratulations for a superb set of performance across the business segments. First question on the R32 expansion. If I do the working, you are presuming a pricing of, give and take, $4.5 to $6.5 for R32. So just wanted your thoughts, given there is a queue of capacity expansion by you and other peers as well. How do you look at the pricing scenario, both, let's say, in CY '26 and probably from a medium-term perspective?
Yes, Anish, pretty much. But just one follow-up. One, on the contractual versus spot sales, have we -- do we have any visibility or probably we are in discussion with the global players for a longer-term supply arrangement for R32 and...

Sumitomo Chemical India Limited

Sumitomo Chemical India Limited CC-Nov25.pdf · 2025-10-28
Two questions. First, on the speciality side, while we have been la unching new products over the last 3, 4, 5 years, the growth in the speciality agrochem space is much lower than the generic bit. Just curious to understand whether it is just a matter of time and these products will sort of get monetized and hence, a high er growth going ahead? Or there is any structural change in the market and speciality will probably continue to grow at a slower pace?
Okay. Great. And just a second bit clarification. We did highlight INR500 crores to INR600 crores of potential capex for those 6, 7 molecules over the n ext 5 years at Dahej that is. This will be largely fully utilizing the Dahej capacity, and this is the peak that we can look at from a capital deployment there or there is something more?