Q1-FY27 · Ajit Shriram
We are amongst the lowest cost producers and we continue to work on seeing that how do we further reduce costs. See for us energy is the key cause for our chemicals and vinyl business
DCMSHRIRAM / language trends
Read confidence between the lines.
DCM Shriram · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q1-FY27 · Amit Agarwal
Effective tax rate will be 19% for at least next five years. This is cash. This is future cash because this is all MAT credit of ₹376 crores that we will get over a period of time.
Q1-FY27 · Ajit Shriram
Large part of it [bio seed Q2 recovery] is lost. I mean monsoon has been decent in the month of July but as we mentioned as chairman mentioned in his opening remarks as well that is patchy and in our region where we sell our products there the sowing has been lower than 15 to 20%.
Q3-FY26 · Ajay Shriram
We are actually working with the government on this... we've actually been to the government and various ministries to look at MIP.
Q3-FY26 · Vikram Shriram
This business is in the investment and the growth phase right now... we should see margins cinching up once all these investments... add up.
Q3-FY26 · Ajay Shriram
We are in the advanced stage... we have a lot of clarity now... we hope to do it as early as possible, maybe next 3-4 months.
Q4-FY26 · Ajit Shriram
We are now exceptionally well positioned to explore synergistic value chain integrations across our broader manufacturing portfolio.
Q4-FY26 · Adita Shriram
The unpredictability with the global geopolitical situation etc is very high.
Q4-FY26 · Ajay Shriram
Environmental stewardship is no longer a peripheral objective. It is the cornerstone of our capital allocation.