Stockrabit · Analysts
Questions across 9 calls

Pujan Shah

Molecule Ventures

DCM Shriram Limited

DCM Shriram Limited CC-May26.pdf · 2026-05-15
Thanks for the opportunity. My first question pertains to the vinyl segment. So just want to understand the broad aspects on the pricing what we should expect going forward. So we have seen the real estate prices of China is at 20-year low and how do we see this situation impacting PVC business in general, versus we are also hearing out that inefficient plants of PVC are being shutting down in China. So how to read that in terms of considering the positive news flow of anti -involution versus the negative news flow of real estate not picking up?
Got it. And, just to understand a broader aspect, we have been discussing about the MIP and versus the industry has also initiated ADD, but it did not succeed in November, right? So are we going for because MIP is a short -term phenomenon where we are able to protect our margins or our industry structure, but on a longer term are we still going for ADD to get a longer -term protection from the government side?
DCM Shriram Limited CC-Jul25.pdf · 2025-07-23
Hello, thanks for the opportunity, sir. My first question pertains to the PVC side. So, in the industry perspective, we have seen there was a hike of Rs. 3.5 per kg in April and May. While in our PPT, we are mentioning there is a price correction of 17%. So, I am not able to gauge it. So, can you just please correct my understanding?
Sir, just wanted to understand that if there was a price hike of Rs. 3.5 per kg , so can we just read out that price increase has again come back to the same level as there is a continuous dumping from the Chinese end?

Astral Limited

Astral Limited CC-Jun25.pdf · 2025-08-12
Sir, my first question pertains to the current CPVC procurement. So, as of now, as we do not have any backward integration for the CPVC resin, s o from where do we procure the CPVC right now? And a fter the backward integration, what percentage of our total consumption will be used as a captive consumption then?
Got it, sir. Sir, my second question is, so we are investing Rs. 120 crores out of Rs. 150 crores of the total CAPEX. So, 20% share will be, I think, invested by a Japanese company. So, what are the things they have been bringing onto the table to just we are sharing that 20% share to them? So, why we are --
Astral Limited CC-Jun24.pdf · 2024-08-09
Sir, you have been like mentioning from few press releases about the OPVC and the segment we wanted to grow. And in our investor relation con -call as well, we have explained about this OPVC to develop technology while indigenously we have been developing this technology. So could you just give a glance how we have been -- is it this first mission is being imported or we have been indigenously developing with any kind of association with any company? How we're looking into it and how forward we have been planning to grow this segme nt? And what could be the potential plans for next 2, 3 years?
Sir, just to confirm, you are saying jointly developed. So we have been associated with any company -- company or it is just...

Supreme Industries Limited

Supreme Industries Limited CC-Mar25.pdf · 2025-04-24
So my question pertains to OPVC. So we have procured OPVC equipment line from a domestic equipment supplier. So just wanted to know the feedback and do we plan to or intend to grow with the domestic equipment supplier or the Spain technology player?
So what I wanted to understand is that we have been planning for 9 lines coming in 30 months due to supply constraints from the Molecor’s technology. So just wanted to understand, did they have expanded the capacity so that we are getting the equipment ahead of the desired timeline?
Supreme Industries Limited CC-Jun24.pdf · 2024-07-22
First of all, I just wanted to ask on the PVC -O pipe. So specifically, we are getting very aggressive on that part. And I just wanted to know how the industry has been shaping up, what is the competitive intensity over there? And how we'll take the capturing the growth of the industry?
So sir, but I wanted to ask on the machine availability. So as you rightly said, the machine has not been available, so are we seeking any alternative supplier on a domestic player who can supply to us, and we can aggressively grow towards that?

Kajaria Ceramics Limited

Kajaria Ceramics Limited CC-Jun25.pdf · 2025-07-22
My first question would be a very naive question, but just wanted to understand a brief idea of the industry dynamics which is shaping up. So we have seen the last 2 years have been very muted in terms of growth for the industry as well? And understanding that part while real estate cycle has been very stable? So what is happening which is not able to grow the industry? Is it about that export has been a decrease, which has been right now getting used in the domestic, which is impacting the margins or the sales growth? Or what is happening in the industry sector?
Right, sir. But just wanted to understand, we are doing everything what we can do in the terms of structuring internally. But just wanted to understand on the industry side, what has happened in the last few years, which have never been happened because ul timately, in India, the consumption story will be very strong. So what happened in the last 2 years?