Stockrabit · Analysts
Questions across 22 calls

Rohit Nagraj

B&K Securities

Acutaas Chemicals Limited

Acutaas Chemicals Limited CC-Dec24.pdf · 2025-01-29
Thanks for the opportunity, and congrats on a very good set of numbers. So, first question is on the Pharma Intermediates front, excluding the CDMO part. So, this is just the beginning of 2025. So, how are we expecting the pricing environment from our customers, given that the last couple of years have been relatively benign, although it is stable. But given that hopefully, the inventory situation, et cetera, has been managed, whether there is an improvement as far as the 2025 contracts are concerned? So, your views from the customer interactions. Thank you.
That's helpful. Second question on the Battery Chemicals and Semiconductor. So, here, still, we are at initial stage in terms of commercialization of the plant as well as qualifications. Maybe in FY '27, '28, when we will start the supplies, what is the kind of revenue potential that we are looking at, and whether the margins also will be in a similar range of CDMO or there will be change in terms of the margin profile for these 2 particular products? Thank you.

DCM Shriram Limited

DCM Shriram Limited CC-Dec24.pdf · 2025-01-21
First question is on ECH. We have seen that the project has got delayed. Any material challenges from the initial on the delay front? And secondly, even during operations, do we expect that there will be teething problems because the technical issue has got elongated ? And another adjacent question to this , given that the domestic market is now completely supplied, what is the strategy from the management in term s of placing the product, maybe partially in the domestic market or how to tap the exports market?
Second question is on t he PVC front. In terms of current market trends, how are we expecting that the utilization levels will move up on the PVC front? And particularly, the margins, what are we expecting that the last couple of years, significant decline in margin because of th e China overcapacity and supplies . Will that continue in the foreseeable future? And another allied question that we have carbide capacity, and we heard probably during pre -COVID that China's carbide capacities are also likely to get toned down. So, any view from that side? Is this happening in China from your connects or your contacts in China? Are we seeing any kind of such move?