Stockrabit · Analysts
Questions across 2 calls

Rahul Jain

Credence Wealth

PI Industries Limited

PI Industries Limited CC-May26.pdf · 2026-05-20
Sure. Thanks for the opportunity. My questions are centered around the electronic chemical s market. So, typically we have mentioned in the previous call about, commercializing about four to five molecules. So, if you could share some details in terms of the molecules, what kind of revenue contribution, what kind of end application each of these molecules are supposed to serve, and what kind of customer sets we have been talking about both between Japanese and the non -Japanese? That is my first question.
Last bit. When do we expect the pharma segment to turn EBITDA positive?

Vardhman Textiles Limited

Vardhman Textiles Limited CC-Mar24.pdf · 2024-05-10
Sir, pardon me in case you have covered this in your initial 2, 3 minutes of commentary. So, typically, sir, given the current situation on demand and spreads of yarn, cotton yarn and the exports and the domestic, how are this behaving? Two, three questions aligned. One is the demand on the cotton yarn side, both export and domestic, and also the spreads on cotton yarn, how are they behaving? And what is your expectation going ahead?
For my last bit, you mentioned in your commentary about China plus 1. You mentioned that we have been talking about China plus 1 for last 3 years and some of the customers are surely looking for additional source. So, sir, given your understanding and the experience in this industry, you being a leade r in the industry, in your assessment in last 2, 3 years, what is that structural change which the industry and Vardhman both are going through? Because in general, cotton yarn has been a very cyclical business. We have 1 or 2 good years followed by 2, 3 years of issues on the demand or cotton prices going up, the margin is going down. So, typically, the changes which have happened in the last 2, 3 years, how do we perceive the change in the industry today and going ahead?