Questions across 2 calls

Nirav Jimudia

Anvil Corporation

Deepak Nitrite Limited

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

Congratulations to the entire team of Deepak for acquiring the assets abroad and bringing those assets to India. So sir, question basically is on the polycarbonate side only. So one, we have announced that 165,000 metric tonnes of polycarbonate would be put up here in India at a capex of INR 5,000 crore. If you can also share your thought process on the upstream capacities of BPA and phenol, when can we hear on both of these fronts? And if possible, if you can quantify the size of the capacities for both of them, that would be helpful.

Got it. Sir, last time when we announced our capex for all the projects that is currently undergoing and getting commissioned; for this, everything is coming up at the new land parcel, I believe. So what would be the size of the area under which the entire facility would be accommodated? If you can just share because last time, if I'm not wrong, it was close to around 180 to 200 acres of land under which the capex was undergoing. So if you can share in terms of the size of the land requirement for such a big capex to accommodate?

DCM Shriram Limited

DCM Shriram Limited CC-Sep24.pdf · 2024-11-05

Sir, I have two , three questions on the Chemical side. Sir, when I see your presentation, particularly in terms of the production of caustic, I think we have clocked something around 1 ,920 TPD of production this quarter. If we do some math and do the calculation, I think our chlorine production was close to 1 ,700 TPD. If you can help us explain how much we have consumed internally for our SBP , Aluminum Chloride plant, how much was the sales to the pipeline customers and how much we have sold in the spot market. And sir, if you can also share the market of chlorine within our area of operations predominantly Jhagadia because I was doing some sort of readings, and my understanding suggests that the market of chlorine within that Jhagadia region is close to 1,000-1,100 TPD of chlorine. If you can share your thoughts, that would be very helpful.

Sir, in terms of the integration project what we have announced , I think that would further consume something close to around 235 TPD of Chlorine. So, eventually when we will have or be in operating at close to 90% utilization , what sort of integration from current level of 18% of chlorine could go up to ? Any thoughts?