Stockrabit · Analysts
Questions across 34 calls

Jason Soans

IDBI Capital

Cummins India Limited

Cummins India Limited CC-Dec24.pdf · 2025-02-07
Just in reference to a previous participant also, I understand that you mentioned the Industrial segment breakup. But just wanted to -- from your viewpoint, just wanted to know how is the outlook for the various subsegments in terms of end market demand, say, cons truction, marine, compressors or mining. Just wanted -- and in relation to that, just also would want to ask with the CEV norms coming out in January 2025, what is the pricing increase, if any, you are expecting or at the moment, for these newer entries?
Yes. Sure. So the CEV, the construction equipment and vehicle and BS V norms coming from January 2025 for the construction equipment and agricultural equipment, which is a non -road segment. Just wanted to know with engines, you're catering to that segment and that's already come into effect. So I just wanted to know in terms of you supplying engines to the OEMs, what is the pricing increase if anything you have seen and the margin impact for us for the Industrial segment?
Analysts/Institutional Investor Meet/Con. Call Updates Cummins India Limited has informed the Exchange about Transcript · 2024-11-08
Congrats on taking charge on your new role. I would just want to ask you first on the Industrial segment business. Now I believe in January 2025, there is an emission norm change for the construction equipment industry in terms of engines. So are we looking in this -- in the Q3 quarter for some pre-buying? Could you give some color on this aspect in terms of the emission norm change, how are we playing? And how are we getting ready for this change coming along from January 2022 -- 2025?
I also wanted to understand. I mean I wanted to understand that earlier...
Cummins India Limited CC-Sep24.pdf · 2024-11-08
Congrats on taking charge on your new role. I would just want to ask you first on the Industrial segment business. Now I believe in January 2025, there is an emission norm change for the construction equipment industry in terms of engines. So are we looking in this -- in the Q3 quarter for some pre-buying? Could you give some color on this aspect in terms of the emission norm change, how are we playing? And how are we getting ready for this change coming along from January 2022 -- 2025?
I also wanted to understand. I mean I wanted to understand that earlier...

SRF Limited

SRF Limited CC-Dec24.pdf · 2025-01-30
Just wanted to understand from a ref gas pricing point of view, in the middle of the quarter there was some news regarding very big price increase in terms of the US distributor. So, in terms of a pricing trajectory, if you could give us some color on how the ref gas pricing is looking domestically as well as in the export markets?
Sure. Thanks for that, sir. And just in terms of ballpark, sir, how much would be exports and how much would be domestic in terms of ref gas?
SRF Limited CC-Dec23.pdf · 2024-01-31
Just wanted to understand, of course you have a healthy capex momentum and a multitude of projects going upstream. Just wanted to know , with the whole environment, we know the prices for intermediates being driven down. I'm sure the IRRs for these projects must have been affected, but I just wanted to know on that perspective, how are you managing to safeguard these IRRs? So one it would be your 85% of your products on agrochemicals are patented, so you'll have a certain price protection. As yo u mentioned, client negotiations are there or will you probably revise downwards the capex? Just wanted to know what are the tools you have to safeguard these IRRs on multitude of projects which you are executing?
Okay. Sure, sir. And sir, just wanted to understand, I mean, last call, you did allude to a lot of significant competition in terms of refrigerant gases, particularly from the Chinese players. Just wanted to know in that perspective only which substrates of our chemicals, we have a wide range, AIs are there, you have Fluorochemicals, refrigerants, which substrate are you seeing the maximum Chinese competition? And also...

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Dec24.pdf · 2025-01-30
Just wanted to know, I mean, after some subdued quarters, we are again seeing some good recovery margins also recovering to a healthy 24% levels. I just wanted to know, are we looking at this ag chem recovery? Is it sustainable? I mean what are the -- what is underneath it? Is it some demand improving, some channel restocking. Just wanted to know, could it be an inflection point for the chemical sector to recover from h ere on with capex intensity, et cetera, picking on from these levels? Or does the situation still remain quite difficult. Anish Ganatra So again, see, this is not something that is by accident, right . I mean, we had said in Q3 of last year that we would drive the margins from 15% to 20% to 25%. And we focus on the priorities were set by the Chairman at the time, and those priorities continue, right. So our focus is to make this very, very sustainable. And what has happened here is that while we have continued to work and work on things that we can control and make a meaningful difference internally, we have also adapted and navigated the market space by recognizing what the customer wants. What our strategic partner s are looking for, and working with them closely to secure the order book. Like I said, we were okay to compromise on the EBITDA margin per unit of ag chem product, but in the benefit , in the bigger benefit of a higher EBITDA number. And some of the resul ts that you see today are a reflection of that strategy along with, of course, the positive tailwinds that you've seen on the HPP vertical.
Sure. And sir, I just wanted to also know that, I mean, you did give quite a detailed outlook for the CDMO business. Sometime back we were getting some good demand traction from biotech pharma as well. So just wanted to know in terms of demand from biotech, how is the outlook from that side from that vertical? And also just to add with that -- with this amb iguity in the BIOSECURE Act, does that impact us or regardless of that, we are on a good enough firm footing in terms of the CDMO business?
Navin Fluorine International Limited CC-Mar24.pdf · 2024-05-07
I just wanted to know, sir, when you go back, the breakup for the Specialty chemicals, usually used to be pharma, 40% agrochem 40% and electronic materials of this industrial would be 20%. Now in the wake of this weakness in the Agrochemicals segment, how does that revenue contribution look? And you've already given a lot of commentary on agrochem. So I just wanted some color on the outlook for the pharma and the Advanced Materials or electronic materials, whatever name you call it. Just some color on the potential for both these segments and the outlook for pharma as well as electronic materials.
Sure, sir. So in spec chem we are around 80% to 90% Agchem and probably 10%, 20% must be electronic materials. That's what you're saying.

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-Sep24.pdf · 2024-10-29
Sir my first question was just related to the various CAPEXs which are online. I just sort of missed that, so just wanted to know the various CAPEXs which are online and when is the expected completed timeline. Now, one thing I know is that Ankleshwar 33% is been blocked for the Fermion so basically we have two third remaining. So, just some more color, and any other CAPEX which is on the board as of now and the expected timeline?
Okay, sir thank you so much for that. Sir, 2000 electrolyte additives, 2000 tonnes for VC and another 2000 tonnes for?

Clean Science and Technology Limited

Clean Science and Technology Limited CC-Dec23.pdf · 2024-02-03
Just wanted an update on the -- so the inventory destocking scenario right now, you mentioned last quarter that a lot of the inventory is in exces s. Just wanted an update on the destocking scenario. Right now, how do you see it across the various economies?
And sir, I just wanted to also understand that -- I mean, of course, you have mentioned that there is no localized competition coming in from China, and we are not seeing any local threat right now. But just wanted to know, I mean, I understand that we have an absolute wonderful process in terms of MEHQ and BHA, which gives us a very productive throughput from -- and so that's the only process advantage? Is the only thing which stops the Chinese from coming into our domain, I mean, could it be a very basic question to ask, but just wanted to ask you this.
Clean Science and Technology Limited CC-Sep23.pdf · 2023-11-02
My question is in terms of, what happened is our volumes have basically tipped off or had a steep fall from the past year and what I believe is our product goes into the critical application in super absorbent polymers which have various applications, so I expect that demand should be sort of stable in nature, but of course, as a steep demand fall. Now, I can see that China has markedly slowed down, there is steep increase in interest rates all over the world as well which is having an impact, but could you give us some more color as you spoken about in the presentation at two third is basically a volume drop, so what is the exact reason for this such a sharp fall in volumes, more color on that just I wanted some more color?
And sir, wanted just a clarification, this Clean Fino-Chem, basically whatever CAPEX you are putting into Clean Fino-Chem, is that particularly going to be only for HALS?