Balrampur Chini Mills · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
Sanjay Manal · Dam Capital
directGovernment's commitment to the program doesn't worry me especially after what we have read yesterday. They have detailed a road map from 20 to 22 then 25 to 27. So demand conditions don't worry me.
Sanjay Manal · Dam Capital
partialMaize came and did the gap filling. Now current year if you see there have been some unintended consequences of maze area increasing. So I think if Sanjay I get your question correctly. What if there is an over supply we will get our share is the answer.
Sanjay Manal · Dam Capital
partialI would definitely feel very positive in trend towards recovery but maybe not 11.72 in one year maybe 2 years but yes a definite uptick from 11.28 to it halfway maybe it's too tough to say now
Sanjay Manal · Dam Capital
declinedwe are not at liberty to disclose the figures like this due to NDAs and things that we have.
Prashant Biani · Ara Capital
directSAP might go up for two years and that may not be all that bad if supported by the measures which we have spoken about
Prashant Biani · Ara Capital
directdefinitely this has a part to play. Secondly, people are trying to experiment with a different blend of crops a little bit to see how they can get a better realization and definitely the SAP going up will increase the acreage back.
Nikil Agarwal · Kotak non-discretionary PMS
directpeople will pay a premium where they see functionality and opportunity to create a better atmosphere. if they don't do it willingly, I think the governments and there are many big companies who want to lower their virgin plastic consumption
Shalesh Kanani · Centrum Broking
evasiveChina has one single facility of 300,000 tons which is not able to ramp up capacity is what I understand not for want of a market but for want of their own internal technology or whatever those things so I don't think that this is the way to sort of look at this question
Shalesh Kanani · Centrum Broking
directNo we are hoping 6 months in that 6 months stabilization etc. So ramp up to ramp up to maybe total 100% in 6 months is what we want.
Shalesh Kanani · Centrum Broking
evasiveto give a profitability indication on the basis of two months of performance is not the right thing maybe at the end of next quarter earnings score we will be in a better position to present that
Kishan Parvwani · JM Financial
directwe are paying interest on a monthly basis we will get the 5% interest subvention claim from the government of UP after the commencement of our commercial.
Kishan Parvwani · JM Financial
directthis entire 1650 crores would be borrowed within FI27 maybe 1 1500 crores within FI27 and 15200 crores in the first quarter of I28.
