Questions across 2 calls

Sabyasachi Mukerji

Bajaj Finserv Asset Management Company

Deepak Nitrite Limited

Deepak Nitrite Limited CC-Sep24.pdf · 2024-11-14

Most of my questions are answered. Just one question, Maulik bhai. On this polycarbonate resin, I have been reading quite a few articles. I suppose it's something, which is in oversupply globally. Given the fact that China has put up so much of capacity, how should one think of the project economics, the peak turnover, margins, payback? I know it's early days, but any sense on that?

Got it. Understood. So do we expect some sort of Government support because phenol, acetone, we have ADDs, right? And that is what makes us competitive.

Aarti Industries Limited

Aarti Industries Limited CC-Mar24.pdf · 2024-05-13

Sir, my first question is this morning on TV interview you mentioned about 20% to 30% volume growth for FY'25 versus, I believe, in the last call, Q3 earnings call, you mentioned somewhere around 20% volume growth. So question A is, what gives you confidence on, let's say, up in the range from 20% to 30%? And second question is from which quarter do we see this growth coming? Because Q4, we saw weak tepid volumes, so Q1 is, again, I think, will be on the similar lines? Or do we see volume uptick from Q1 onwards only?

Oka, and Q2 onwards, and when the new projects get commissioned, the volume growth will be far superior than what we are witnessing now. Is that a right assumption?