Stockrabit · Analysts
Questions across 2 calls

Chetan Phalke

Alpha Invesco

EID Parry India Limited

EID Parry India Limited CC-Dec23.pdf · 2024-02-07
Yes, hi. Good morning, sir, and thank you for the opportunity. Sir, my question is with respect to our foray into rice varieties. So, bigger play ers like, let us say, KRBL, LT Foods, they are already present in basmati segment. And now, even this Fortune and Patanjali, they are also getting in, they are also upping their game. So, it is a hotly contested market. And these players are now getting into regional rice varieties as well. They are moving away from Basmati and getting into, let us say, sona masoori, etcetera. So, how are we planning to position ourselves against these incumbents who already have scales, sourcing? I mean, just trying to understand what is our thought process in taking on these players?
Okay. So, sir, our positioning will be, I mean, our quality will be better than others. Is quality the positioning or our pricing will be at a premium to them? I mean, how are we, if you can just elaborate a little on the positioning of this par ticular foray in regional rice varieties or basmati rice, per se?

HEG Limited

HEG Limited CC-Sep23.pdf · 2023-11-16
Sir, recently, this Epsilon Advanced Materials, they have done an MoU with Government of Karnataka. And I think they're going to invest some INR9,000 crores for this graphite anodes plant only. So, are we -- so what is our understanding, sir, they are also going to make the same graphite anode that we are going to make and we are going to compete with them heads on?
Okay. And sir, I mean, what is your take on this? I mean, why they have shifted to US? Is it more cost efficient? Or is it due to better raw material availability, closeness to customers, what is your assessment?