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 ...
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