Questions across 32 calls

Krishan Parwani

JM Financial

Deepak Nitrite Limited

Deepak Nitrite Limited CC-Sep24.pdf · 2024-11-14

Congratualtions on the tie-up. So just a couple of points on that. So let's say, if you were to build this plant of 165,000 metric ton nes, what would have been the capex that you would have to incur? I mean, apart from the technological fee or the licensing fee that you are paying?

Yes. Got it. And secondly, I think in the past calls, we harped upon the technology, which does not rely on phosgenation. So does this one that you've procured, does this rely on phosgenation? If yes, how would you be sourcing the same?

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-Sep24.pdf · 2024-10-29

Couple of questions from my side. Firstly, your revised guidance of 30% top line growth in FY25 translate to roughly current quarterly sales ended of 250 crores for the coming quarters as well. So, are you being conservative at providing this guidance?

Okay, noted sir. And on the CDMO side, keeping confidentiality in mind. But would it be possible to kind of highlight how many intermediates you would have in your pipeline for phase two and phase three drugs?

Acutaas Chemicals Limited CC-Mar24.pdf · 2024-05-13

Yes. Is it better?

Congrats on a good set of numbers. Just one clarification. So of the 25% sales growth that you've guided for FY '25, how much would be from the firm orders in places that you have? Because I think you highlighted that you have firm orders for electrolyte additives as well. So can you just throw some light on that?

SRF Limited

SRF Limited CC-Sep24.pdf · 2024-10-23

Two questions from my side . Firstly, a clarification on ref gas. I think you previously also mentioned that you want to maximize your ref gas utilization for the given quota. So when could we expect full utilization of ref gas capacity? Will it be by FY25 or CY25?

Noted. And secondly, on the pharma side, how is the picture? Do you see material improvement in Q4 FY25, anything to do with jump in pharmacies? Because I think in the presentation, you have also mentioned there are launch of new pharma intermediates.

SRF Limited CC-Mar24.pdf · 2024-05-09

Congrats on decent recovery in 4QFY24. So two questions and one clarification. So the first is, when do you expect optimum utilization of your new R32 capacities?

And I think I missed one part , that was a clarification. I think you mentioned HFC exports were 50% - 53% of sales. Do you mean by volume or by price – the ref gas exports of your total ref gas value?

SRF Limited CC-Dec23.pdf · 2024-01-31

Just one question from my side. I think you mentioned that almost INR18 billion worth of projects have been commissioned. So just wanted to understand...

Yes, I should have clarified. I was referring to more of Spec Chem. So let's say, INR1,100 crores that you have capitalized and INR700 crores you are going to capitalize in Q4, so total about INR1,800 crores. So just wanted to understand, till we achieve, let's say, 60% -70% plant utilization of these capexes, could there be near-term margin pressure?

SRF Limited CC-Sep23.pdf · 2023-10-30

Just two small clarifications. So, the first clarification, I am not sure if I heard it correctly, but did you mention that your HFC volume for CY24 for U.S. market is tied up, or did I hear something wrong?

Okay. Some of your key customers the volume is tied up, yes. So, okay.

PI Industries Limited

PI Industries Limited CC-Jun24.pdf · 2024-08-08

Firstly, since you have maintained 15% full year revenue guidance and 26% EBITDA margin guidance, that translates to about 12% Y-o-Y EBITDA for the next 9 months, Are you being conservative or is this realistic guidance?

And secondly, on the tax rate, do you still maintain 24% tax rate guidance or any changes there?

Clean Science and Technology Limited

Clean Science and Technology Limited CC-Jun24.pdf · 2024-08-01

Just a couple of questions from my side. Firstly, I think that 1Q FY'25, you mentioned there is INR100 crores capex. So where was it spent?

Okay. Okay. Understood. And now with all the capex, what will be the gross block of -- I mean that was what INR330-odd crores, right? There's no incremental capex in the HALS?

Clean Science and Technology Limited CC-Sep23.pdf · 2023-11-02

Just one from my side, I think you mentioned that your HALS sales have reached 40-50 tons per month, so just wanted to understand what is your internal target by end FY24 and start off FY25?

PCBL Chemical Limited

PCBL Chemical Limited CC-Mar24.pdf · 2024-05-23

Firstly, on the Aquapharm you mentioned on inventory liquidation. So, if it had not been there, what would have been EBIT of Aquapharm for this two months, because in the press release you have mentioned EBIT for this chemical, this is only the Aquapharm right?

Understood. So, basically whatever that was, things should normalize a nd probably as Raj you mentioned earlier about, it can go, EBITDA can go up to 200 to 300 crores or even higher basis the utilization is that correct?

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Sep23.pdf · 2023-10-31

Just a couple of clarifications. So first, on the debtor days. Your debtor days have come down by 30-odd days. Is there any particular reason? And should we take this as a norm going forward?

Secondly, on the HPP side, just wanted to check, would we be able to, let's say, recover the lost volumes of HPP in the second half? Is there a possibility?