Questions across 4 calls

Bhavya Gandhi

Dalal & Broacha Stock Broking

Sumitomo Chemical India Limited

Sumitomo Chemical India Limited CC-Nov25.pdf · 2025-10-28

Sir, my first question is regarding the Dahej capex. If you can provide some time line or the progress on the capex, INR250 crores to INR300 crores that you are going to plan, how are you going to plan? A Phase 1, what would be the amount that you'll be deploying and revenues that can be generated? If you can provide some time line, phase-wise, that will be helpful.

Got it. And just till then, how mu ch outsourced manufacturing do we -- because I believe in the presentation also, you've mentioned that your capacity utilizations are at 80%, 90% now. So for the next 2 years, in the intermittent period, where will you bring that growth from? Because are we relying on outsourced manufacturing, if you can share the percentage of outsourced manufacturing? Or are we just going to bring products from Japanese market and add some trade margins in India? Yes.

Sumitomo Chemical India Limited CC-Sep23.pdf · 2023-10-30

Just wanted to understand the China scenario, because three quarters, four quarters back, there was China Plus One narrative, which all the companies, agrochemical companies were saying. And is China opening up affecting our prices? Is it affecting your raw mat prices or these finished goods prices. If you can just throw light on that? Yes, that's the first question.

Okay. So basically, we do not see any fear from China opening up. I mean, they will not affect the generic prices. It's more of a domestic phenomena and inventory stocking, which is sort of weighing on the prices, I mean, domestic generic prices, right? That's the broader -- and also, just wanted to understand. Because in Glyphosate, there are hardly 2, 3 major players, if I may not name the companies. So, what has led to the price correction over there? I mean, all are using [not clearly audible] and everybody knows that if prices go beyond a point, you start stopping manufacturing. I mean I don't understand like what has led to the price decline.

UPL Limited

UPL Limited CC-Dec24.pdf · 2025-01-31

Sir, if you can just help me understand the cash flow that we are going to generate out of Advanta debt repayment? Basically, I'm looking out for year 1, year 2, year 3 debt, gross debt and net debt if you can help me understand that.

So roughly, can you sum the number and provide the gross or net debt levels for maybe next 1 or 2 years?

Gravita India Limited

Gravita India Limited CC-Sep24.pdf · 2024-10-22

Thanks for the opportunity. Couple of questions from my end. Sir, one, if you can mention what will be targeted EBITDA and ROCE for the plastic business? You said it's on the higher range. But on the ROCE front, if we were to compare with the existing business, is it higher? EBITDA, I understand it's higher, but then the capex requirement is also higher?

So you're seeing higher ROCE is there in plastic recycling, rPET food grade than the lead and the existing businesses like aluminium and all those?