Stockrabit · Analysts
Questions across 6 calls

Archit Joshi

Nuvama Institutional Equities

Aarti Industries Limited

Aarti Industries Limited CC-May26.pdf · 2026-05-05
Hi, good afternoon and thanks for the opportunity and congrats on a great set of numbers this quarter. First question, sir, on the quarterly results. I just wanted to understand you have had a healthy gross margin expansion. Would there be an element of an inventory gain that we might have booked especially during the month of March? So that will be my first one.
Understood. So, second question on the exposure that we have in our energy portfolio, specifically in the Middle East. And also at the company level, if you can, throw some number on that?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-May26.pdf · 2026-04-29
Sir, 2 questions from me. First one, I wanted to get a bit more understanding on the Nectar project. I believe that 50% was towards one of our marquee customers and the balance 50% was something that we are still trying to figure out in terms of how to dispatch those volumes. I believe that the first 50% should definitely be in line with our expectations? But given whatever we are seeing in the global agri industry, could you have any understanding on how we should be placing the balance 50% of that plant? That would be number one. And second one would be we have recorded about INR211 crores of contract liabilities on the balance sheet including current and noncurrent ones, which have increased from about INR239 crores, if I calculate correctly. What could be the attribution to that? These would be my two questions?

Jubilant Ingrevia Limited

Jubilant Ingrevia Limited CC-Feb26.pdf · 2026-02-05
Good evening. Thanks a lot for the opportunity. Sir, first question, I think when looking at our comments from the last maybe 2 or 3 quarters, we have been continuously highlighting pricing pressure in most of the portfolios that we operate in. So is this supposed to be seen as price decline happening quarter after quarter sequentially? How transient would it be in your opinion, if you can give your understanding on all 3 segments, specifically pyridine, B3 and in the acetyls business?
Sure, sir. Sir, my second one, a slightly longer question given the data points from the presentation. So in the previous quarter, we are speaking of around INR1,200- odd crore of net realizable value from a few products that we had mentioned. I think that number has jumped to INR1,400 crore, so maybe an increase of INR200 crore. On the same lines even in the previous quarter and this quarter, we are talking about this INR3,500 crore of net realizable value from peak potential of some of these 100-plus products that we have mentioned. So in line with that, if you can throw some light as to which application areas, which products, maybe the time line in which we will be able to realize this benefit? Would this be in CDMO because these are all products that we have been talking about for quite some time and quite keen to understand how our CDMO journey is going to be through these new initiatives that we have taken?

SRF Limited

SRF Limited CC-Dec24.pdf · 2025-01-30
Thank you for the opportunity and congrats on a good set of numbers . I have a couple of short questions. First, on packaging films , for the aluminum foil capacity —where would we be in terms of utilization, and how likely is it that we’ll ramp up in the near future?
Sure, sir. Thanks for that. Sir, second one , like we are mentioning before about the pricing pressure on our existing spec-chem portfolio, and I think the DSPA has been one of the key losers there, has anything changed on that account with respect to volumes . Of course pricing will be a function of different market forces, but at least volume shaping up well?

Gujarat Fluorochemicals Limited