Stockrabit · Analysts
Questions across 2 calls

Arun Prasath

Avendus Spark Institutional Equities

Deepak Nitrite Limited

Deepak Nitrite Limited CC-Dec24.pdf · 2025-02-17
My first question is on the Phenolic s segment. Sequentially, we are seeing a 40% reduction in EBIT for the P henolics segment. Could you break this down and explain how much of the reduction is due to volume, spreads, and the increase in depreciation?
Thanks, Maulik. So, I understand that obviously we will be drawing back our market share from imports. However, specifically for this quarter, do you think that if it weren't for the shutdown, you would have delivered the same EBIT as in Q2, or would the spreads also have impacted our performance?

Affle 3i Limited

Affle 3i Limited CC-Sep24.pdf · 2024-11-11
My question is on the balance between the growth and margins that we have so far done beautifully over the last 2.5 years, 3 years. Sometimes you have come out and said that there is an opportunity, so I will invest little more and that is how the growth will be higher in the future, and sometimes you have held back this. So right now, where we are in this cycle? Are you seeing that the investment is enough and that it should pay off for the growth or is it time to cut back? So some thought on that, please.
This is illuminating, but I was asking more in respect to, say, verticals. Have you invested enough in all the verticals that you are confident that you don't need further calibration there? Or you think there are some verticals where you are weak, so you have to invest and there is a growth available or maybe in certain places where the competition could be strong, probably you need to invest more. So from that perspective, can you help us understand this?