Stockrabit · Analysts
Questions across 5 calls

Chirag Shah

White Pine Investment Management Private Limited

Cohance Lifesciences Limited

Cohance Lifesciences Limited CC-May26.pdf · 2026-05-12
Thanks a lot for the opportunity. I have two questions. Question one on some indication on the vacuum that had got created because of loss of two molecules. So Yann, specifically for you, what is being done right now to ensure this kind of vacuum does not get created in future? So that is question one I have. And second question I wi ll ask once you respond to this. It i s for Umang. My second question is for actually Umang. Yann D’Herve: That is true, we mentioned it several times. I mean, we have a dip because of the high concentration in a few molecules and the fact that some are getting close to becoming generics, right? So what do we do about it, right? In order to bring growth is essentially expansion in term of number of customers and being able to get projects that are later phase in the customer project pipeline to accelerate the recovery. So that i s what we are doing at the moment. We see good traction with strong fun nel that has been multiplied by two essentially in the last six months with regard to small molecule that give us strong hope that we are going in the right direction here.
Okay. And second question for Umang, actually a slightly different question. Since you have joined the organization, have you been able to focus on corporate governance and strengthening the processes or it has not been on your agenda as of now? Why I am asking that in your absence when you are not there, it is coincidental that certain information and certain investor category have co-aligned in that sense. At the peak, some information has got out and some investors have exited and re-entered at the bottom of the stock price and since then the again positive announcements have started. So, it is a request if you look at the strengthening of corporate governance slash information flow which I believe was happening selectively. I could be absolutely wrong and I hope I am wrong. So, if you have not been able to spend time, I would request you to focus on that. That is my second question.

Deepak Nitrite Limited

Deepak Nitrite Limited CC-Dec24.pdf · 2025-02-17
I have a broader question first, and then some follow-ups. First on the on the return of capital of the business that you have. N ow, i f I go back into the history , Deepak Nitrite had certain inefficiency, I am talking way back, in 2010, 2011, or even earlier. After that, you worked very well, you brought in lot of efficiencies and executions, etc. And now again we are seeing there are delays coming in. And I am adding into the WIP project which are now commissioning from 2028 or end of 2027. So, for a business li ke Deepak Nitrite, which is semi commodity in nature , chemistry capabilities are required, along with that agility and cost capabilities are also required. Can you throw some light on why the delay? What’s the internal factors of delays? Is it bandwidth issues? Is it size and scale issues? And how are you tackling it? The reason is, after this stage you have another set of bigger capexes lined up based on the MoUs that you have indicated earlier with Gujarat Government and such stuff. Ultimately, return on capital matters in a business, in any business, right. And from a 10 %, 12% ROCE business we have transitioned to a 25% ROCE business very well for your execution capability. So, first, you can elaborate what led to this delay? What are the internal factors? And how you are tackling them on a sustainable basis?
Well, sir, my question was more forward -looking rather than pas t, because these are all smaller projects, MIBC/ MIBK, nitric acid plant. The bigger projects are going to be commissioned now from end of 2027.
Deepak Nitrite Limited CC-Sep24.pdf · 2024-11-14
Sir, just few questions. First on polycarbonate. So I'm a bit confused. This INR 5,000 crore capex that you have announced, which is starting in end 2028. Now everything will come by end 2028 or this transfer of asset will happen sooner and some production and revenue flow would happen before that. So what all is included in this? This INR 5,000 crore capex is earmarked for this 165,000 metric tonnes capacity that you'll be transferring or it is a much larger capacity you are creating?
This is helpful. But my query is slightly different. So if I have to assume it would be a step ramp- up of this entire INR 5,000 crore capex, right? Something will flow in revenue in 2027 and maybe H2 2027, something will come in 2028 and the entire picture will play out maybe in 2029, the entire integration that you're talking about. So this transfer of asset, when that will start contributing ballpark?

Ramkrishna Forgings Limited

Saregama India Limited