Stockrabit · Analysts
Questions across 29 calls

Rohit Nagraj

Centrum Broking

Navin Fluorine International Limited

Navin Fluorine International Limited CC-Dec23.pdf · 2024-02-06
So my first question is on the HFO project. So just wanted some understanding. When we started the project within a period of 3 to 6 months, we went up to the optimal utilization. And now in the last 3 quarters, we've been struggling to again get back to the optimal level or the ramp -up is slow. So is there any deferred demand issue? Or is there any structural issue at plant level? And how do we foresee in terms of the revenue potential, which earlier we were envisaging about INR400 crores to INR500 crores annually. Whether we are on target for that in FY '25 or that is also deferred?
Sure. That's helpful. Second question is, again, similar on CDMO. So we've been guiding that - - on a normalized basis, we will have about $40 million of yearly run rate barring any lumpiness on a quarterly basis. So how are we expecting the run rate during FY '24 and in FY '25, as you mentioned that there will be this additional order of maybe $16 million to $18 million, would that be over and above this normalized run rate of $40 million?
Navin Fluorine International Limited CC-Sep23.pdf · 2023-10-31
Sir, first question is on the CDMO front. So, we had indicated last year that we have a target to reach about $100 million by sometimes FY '26, FY '27. So how do we see the progress going ahead? And what could be the milestones to achieve those -- that $100 million target? Will it be step jump or will it be a gradual increase?
Got it, sir. Sir, my second question on Honeywell. So, we had indicated prior that we will be speaking with Honeywell during 2023 for any new opportunities as well as the expansion or doubling capacity for the current Honeywell product. Any new update on the same? And are there any positive indications from Honeywell to give us newer projects over the next foreseeable future?

SRF Limited

Tata Chemicals Limited

Tata Chemicals Limited CC-Sep23.pdf · 2023-11-10
Sir, first question is on Turkey. So, what is the differential in terms of the imports from Turkey and the local prices? And an allied question to that, given that China demand is relatively lower, so are there any exports happening from China?
And any specific reasons for high imports coming from Turkey ? I mean, are the prices in terms of the energy costs et cetera have come down dramatically or there is constraint from the economy side, and they are just pushing the volume? So, any thoughts on this?

Deepak Nitrite Limited

Deepak Nitrite Limited CC-Sep23.pdf · 2023-11-09
Congrats on a very strong comeback on the Phenol segment. So, first question is on the Phenolics front. So, we have seen a very strong comeback in terms of margins sequentially. What is your assessment in terms of the domestic demand and the inventory situation. Have things come back to more or less normalcy, and incrementally we will see that the performance will be remaining similar for the next foreseeable future?
Same question again on the Phenol segment. So, one of the petrochemical players in domestic market that they have announced 300,000 ton nes of capacity. And in our MoU signed with Gujarat Government, we also plan to go in for maybe a phenol acetone, bisphenol, and downstream products. So how do we assess this particular development, given that currently, obviously, we have more than 200,000 ton nes of imports in the country, and the new capacity probably will be able to absorb a significant part of it. So, your assessment of the same?

Aarti Industries Limited

Aarti Industries Limited CC-Sep23.pdf · 2023-11-06
The first question is on the first contract. So, we were planning to change the structure of the plant so that we can manufacture something else from the dedicated plant. So, are there any more new things that we have worked on? Is there a possibility that next year we will be able to at least use part of that plant for manufacturing any new products, so, any thought process on that?
Second question is in terms of our guidance, so this year we are planning to reach about Rs.1,000 crore, next year, Rs.1,700 crore minus something. So, from 1,000 to 1,700, what could be the increase from the base set of capacities that we are currently having? What could be the contribution to EBITDA from the newer projects that will get commissioned during next year?

Gujarat Fluorochemicals Limited

PI Industries Limited