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: Meet Gada - Emkay Global Company - Analyst
: Hello, thank you for the opportunity. First of all, congratulations on achieving highest ever quarterly revenue for the company.
So last quarter you touched upon liquidating some part inventory going ahead which should drive the revenue growth and reduce the overall
working capital days. I wanted to understand that what percentage of the Q2 revenue. Should pertain to such inventory liquidation or whether
the sales pertaining to any LOI's kicking in or and can the growth in aro application revenues be attributed to the sales.
Question: Meet Gada - Emkay Global Company - Analyst
: So, on that 50% revenue growth, what should be the reasonable EBITDA margin which we should expect, you had guided for 26%, 28% previously.
Question: Meet Gada - Emkay Global Company - Analyst
: Okay, got it. Can you share the breakup of performance material segment within polymers, electronic materials, dyes and pigments, because it has
grown around 4X we are on here if you see, and if there is any update pertaining to elementium contract or any inorganic acquisition which we
are doing.
Question: Meet Gada - Emkay Global Company - Analyst
: Okay, so one pertaining to Tanfac, the company I signed, supply agreements with multiple companies, with a revenue potential of around INR750
crores annually. So wanted to check where are we in terms of execution of those projects as the baseline period is nearing and we are just 15
months away. Can you throw some light on that?
Question: Meet Gada - Emkay Global Company - Analyst
: Got it. Got it.
Thank you so much Vishal,
| 
