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
: A couple of clarifications, sir. First on the Textile business, you have answered 2x. Apology if I'm repeating it again. So as I see, the margin of Textile
business is almost all-time high and at the revenue run rate of around only INR 360 crores. So in the history -- historically, we have done around
INR 550 crores of run rate in Textile. So if we can -- if we go back to those run rates...
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Yes.
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: No. Sir, the question is not yet completed. So I'm just trying to understand the margin which we have clocked today despite not having any benefit
of caprolactam and there was some suppression in the anticipated spread also. So can we see -- if the utilization goes up, can we see further
improvement in the margin from this level in Textile business? Or was this just a one-off kind of -- or the margin should remain at this level despite
increasing utilization?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. Second one is on our -- the product R-467A, which we had launched I think last year. Have we started dispatching this product? What is the
response from the client? Any comment if you want to make on this?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: How do you see this product shaping up for us in next 3 to 4 years? Can it be INR 100 crores, INR 200 crores of product for us?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. On the spec chem side, sir, would you be able to quantify how much capital so far we have deployed in this business, Fluoro-Specialty
Chemical business as of today?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. And out of INR 2,100 crores, how much we would have added in the quarter gone by in the third quarter of this financial year?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. Lastly, on the Packaging margin side, sir, again, there's a declining trend in the margin. Any quantitive number, which you would like to say
at this number it should get settled down or some commentary on the margin side?
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Okay. Lastly, on the CapEx, which is in the pipeline for Packaging business, our BOPP plant in Thailand and Indore, would you -- are these CapEx
on schedule? Or do you see any delay in these CapEx -- Thailand CapEx of 3...
Question: Naushad Chaudhary - Systematix Shares & Stocks (India) Ltd., Research Division - Analyst
: Financial year '23, right?
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