Thank you very much. This revenue mix of second quarter, like you said, 47% was contributed by the overseas order book. How is it looking for the second half of fiscal '26?
Okay. And you don't have visibility on 4Q yet?
Questions across 8 calls
Bhaskar Chakraborty
Jefferies
Waaree Energies Limited
Thank you very much. You had earlier indicated that overseas revenues are going to contribute roughly about 20% of the total this fiscal. But in the first quarter, about 32% of the revenues have come from overseas. And you are also indicating that in the second quarter, that number could even increase because of all the shipments, which reached. So, is there an impact on your orders because of the OBB in the US? Is there a front loading that you are seeing? Or this is just normal part of the business and things have changed?
Okay. Thank you. And also, just your thought process on taking overall capacity to 25 gigawatts, which seems like a very big number in the context of where Indian demand will be in FY27. So, could you give us some color on how you are looking at this capacity in terms of export versus domestic, etcetera and why you are setting up such a large cell capacity? I think 13% of India's market is with you currently.
Thank you very much for taking my questions. Now, in your order book, it shows up that 57% is from overseas. Is it fair to assume that most of it is from the West?
So, we have also seen close to 50 gig awatts of module inventory in the US and it appears that the imports are down sharply. So, would you be fairly confident on this materializing over FY26?
PI Industries Limited
Thank you very much. Could you give us some color on the CDMO order secured with the new program that you have mentioned in the presentation, how long the duration that is and would that drive growth in FY26?
So, is this like a pilot right now that can convert into a long term order in the next six months?
SRF Limited
Just wanted to check with you on this seven new AIs that we have been working on, how many of these are patented vis-a-vis generic and has any of these started contributing to our revenues in 3Q, 4Q FY25?
Thank you. And just one other question, which is that across your portfolio currently, what kind of increase you are seeing at your ref gas portfolio expo rt realizations compared to the last quarter?
I wanted to get your thoughts on whether any of these 7 active ingredients that you are working on and 3 of them are very promising, would it contribute to revenues by end of FY25 as things stand right now?
Understand. And what is the current utilization of your PTFE plants?
One question on the specialty chemicals. The recovery in demand that you are seeing from your customers over the second half of the fiscal, is it mainly driven by two to three products, key products, or is it more broad-based?
Sure, sir. Thank you and this last question is that in some of the other players' cases, we have seen that they have indicated that customers have sometimes come back and asked for higher volumes. But then after a little while, they have again turned it down. And then again, they have changed. I mean the volatility in their assessment of their own demand has been very high. Have you also seen that or you are seeing a betterment in that predictability?
Navin Fluorine International Limited
I wanted to have your thoughts on how you are looking at growth in the Specialty Chemicals business in FY '24.
Yes.