The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: On the presentation, in the Spec Chem business you mentioned about realigning CapEx to meet revised demand projections. Can you just help
us understand what exactly does it -- what -- so is there been a pickup in sort of customer demand through the quarter that you're really referring
to? Or what exactly are we talking about here?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay. But sir, is it having an aggregate impact on the demand from what you've seen with this whole COVID impact, aggregate demand?
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JULY 31, 2020 / 10:00AM, SRFL.NS - Q1 2021 SRF Ltd Earnings Call
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay. Sir, secondly, on -- you mentioned about one Pharma intermediate getting commissioned this quarter. And you talked about it and about
3 of them getting commissioned last year. Sir, in general, has there been a pickup in the contribution of Pharma to the overall business? And in
terms of your production being commercialized and more in terms of the pipeline that you're working on with respect to Pharma products?
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Right, sir. And sir, is there any -- from whatever that you see in the pipeline, what's your -- what would be your guess on how this ratio sort of plays
Question: Nitin Agarwal - IDFC Securities Limited, Research Division - Analyst
: Okay. And sir, lastly, on -- in the annual report, you talked a whole lot about incremental investments and efforts going towards building non-fluoro
chemistry capabilities. So I mean, at qualitatively, what kind of business -- what kind of incremental opportunities does this really present for us
going forward?
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