SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript - Thomson StreetEvents

SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript

SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript - Thomson StreetEvents
SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript
Published Jul 29, 2021
21 pages (11438 words) — Published Jul 29, 2021
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Abstract:

Edited Transcript of SRFL.NS earnings conference call or presentation 29-Jul-21 9:30am GMT

  
Brief Excerpt:

...Operator Ladies and gentlemen, good day, and welcome to the SRF Limited Q1 FY '22 Earnings Conference Call hosted by ICICI Securities Limited. (Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Sanjesh Jain from ICICI Securities. Thank you, and over to you, sir. Sanjesh Jain ...

  
Report Type:

Transcript

Source:
Company:
SRF Ltd
Ticker
SRFL.NS
Time
9:30am GMT
Format:
PDF Adobe Acrobat
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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: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : And congrats to the management team on a good set of number. First thing, I wanted to understand on the NTCF part, especially, the major growth, was it driven by end user industry growth? Or was a bit of the market share gain? Because in previous quarters, we have mentioned that there were some global capacity consolidation in this part. So this is my first question. And follow-up to that, if we can quantify what percentage of global capacity would have been consolidated in NTCF?


Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : Yes. So would it be fair to assume it was largely because of the market share gain instead of end-user demand, if we can broadly quantify how much the ...


Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : Okay. And where do you see this 27% of EBIT margin in textile business is getting settled because historically we have ...


Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : You plan any capacity expansion in this product?


Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : Okay. And lastly, on the packaging side, sir, as here we have known -- we have been reading that there is a gradual shift in the packaging industry towards these circular model. So I just wanted to understand what percentage of our total portfolio in the packaging sales would be recyclable? And if it is needed, would it be easily -- easy for us to convert into recyclable product by adding some properties?


Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst : Currently, are we doing it? Any percentage as far as sales ...

Table Of Contents

SRF Ltd Q2 2023 Earnings Call Transcript – 2022-11-04 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 4-Nov-22 9:30am GMT

SRF Ltd Q1 2023 Earnings Call Transcript – 2022-07-22 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 22-Jul-22 9:30am GMT

SRF Ltd Q4 2022 Earnings Call Transcript – 2022-05-10 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 10-May-22 9:30am GMT

SRF Ltd Q3 2022 Earnings Call Transcript – 2022-01-27 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 27-Jan-22 9:30am GMT

SRF Ltd Q2 2022 Earnings Call Hosted by Kotak Institutional Equities Transcript – 2021-10-26 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 26-Oct-21 9:30am GMT

SRF Ltd Q4 2021 Earnings Call Transcript – 2021-05-06 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 6-May-21 9:30am GMT

SRF Ltd Q3 2021 Earnings Call Transcript – 2021-01-22 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 22-Jan-21 9:30am GMT

SRF Ltd Q2 2021 Earnings Call Transcript – 2020-11-05 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 5-Nov-20 9:30am GMT

SRF Ltd Q1 2021 Earnings Call Transcript – 2020-07-31 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 31-Jul-20 10:00am GMT

SRF Ltd Q4 2020 Earnings Call Transcript – 2020-06-05 – US$ 54.00 – Edited Transcript of SRFL.NS earnings conference call or presentation 5-Jun-20 9:30am GMT

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Thomson StreetEvents. "SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript" Jul 29, 2021. Alacra Store. May 06, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2022-SRF-Ltd-Earnings-Call-Hosted-By-ICICI-Securities-Ltd-T14931869>
  
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Thomson StreetEvents. (2021). SRF Ltd Q1 2022 Earnings Call Hosted By ICICI Securities Ltd Transcript Jul 29, 2021. New York, NY: Alacra Store. Retrieved May 06, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q1-2022-SRF-Ltd-Earnings-Call-Hosted-By-ICICI-Securities-Ltd-T14931869>
  
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