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Questions across 4 calls

Chetan Thacker

ASK Investment Managers

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Jun24.pdf · 2024-07-30
Sir, just one question on the Spec Chem business in particular. So, last year we had anyways witnessed fair degree of erosion on the base business, which was there in FY23 and new products had contributed to FY24 revenue. Going in that line for FY25, what explains this dip in the first quarter and how should we see that? The expectation was at some stage the base business also comes back and new products also start to contribute. How should we look at the Spec chem business in FY25 and particular in 26?
Understood. And just to get a sense we do not expect the base business to come back in the meaningful manner in FY25, that would be a fair assessment given what you are hearing from your customers at this point of time?
Navin Fluorine International Limited CC-Dec23.pdf · 2024-02-06
Just two clarifications largely. One is on the HFO plant. Just wanted to clarify, so this year, we will be undershooting the optimum number that is there on revenue, and that should get back to that optimal number in FY '25. Is that correct understanding?
Understood. And sir, just on the spec chem bit, so the base business is expected to come back in FY '25. And the additional 3 molecules that will get added, that will also start to co ntribute in '25. That should be a fair understanding over and above what we're seeing in today's numbers.

Aarti Industries Limited