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
: Two questions. Just -- first one, just a clarification, sir. In the CRAMS business, how much capital we have deployed so far. As per my understanding,
we have invested around INR 210 crores in CRAMS business. Is this number correct, sir?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: This business gives us around 2.5x of asset turnover. So it has a potential of generating around INR 500 crores of revenue. Is this also correct, sir?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. So total of INR 200 crores of capital, which we have deployed. How much revenue can this capital generate for us?
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JANUARY 27, 2021 / 4:30AM, NAFL.NS - Q3 2021 Navin Fluorine International Ltd Earnings Call
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: The current quarterly run rate is optimal utilization? Or is there a potential to increase the utilization in CRAMS?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Yes. Second question, is there any brownfield expansion we are planning for FY '22 growth in Spec Chem? Or will we focus on increasing more
value -- high value products for FY '21 growth? Because if I do the rough calculation, I don't think we have much capacity there for FY '22 growth
in Spec Chem.
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