Stockrabit · Analysts
Questions across 3 calls

Rajas Joshi

ChrysCapital

Sumitomo Chemical India Limited

Sumitomo Chemical India Limited CC-Jun26.pdf · 2026-05-28
Good afternoon, team. I was going through your parent's presentation for the full year that ended recently. And in the presentation, on the slide on ICT and mobility solutions sector, which is for semiconductor materials, there's specific mention of the parent planning for commercialization of high purity semiconductor chemicals in India in their deck. So I just wanted to get your color or your thoughts on how you look at this development and what plans, if at all any, would be for us in this segment?
And sir, secondly, on the export piece. Given the recent tensions in the Middle East, there's been an uptick in prices of certain products, both technicals and correspondingly from this as well. So how is that expected to feed into both demand and correspondingly the elevated prices helping us in the margins front to some extent on the export side?

CIE Automotive India Limited

CIE Automotive India Limited CC-Jul25.pdf · 2025-07-22
So just a bit more, could you elaborate on the growth outlook for the second half, as you mentioned it to be better? Do you -- any segment you see would be growing faster than our underlying industry, specifically for India business? And additionally, has European business stabilized now?
Okay. And in the last quarter, you had mentioned that the order -- you had received the highest order inflows of around INR350 crores. How has this trend been this quarter?