Pidilite Industries Ltd Q3 2022 Earnings Call Transcript - Thomson StreetEvents

Pidilite Industries Ltd Q3 2022 Earnings Call Transcript

Pidilite Industries Ltd Q3 2022 Earnings Call Transcript - Thomson StreetEvents
Pidilite Industries Ltd Q3 2022 Earnings Call Transcript
Published Jan 27, 2022
16 pages (7782 words) — Published Jan 27, 2022
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Abstract:

Edited Transcript of PIDI.NS earnings conference call or presentation 27-Jan-22 10:30am GMT

  
Brief Excerpt:

...Operator Ladies and gentlemen, good day, and welcome to the Pidilite Industries Limited Q3 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. Arun Baid from ICICI Securities. Thank you, and over to you. Arun Baid ...

  
Report Type:

Transcript

Source:
Company:
Pidilite Industries Ltd
Ticker
PIDI.NS
Time
10:30am 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: Avi Mehta - Macquarie Research - Analyst : I just had a few questions. First, if you could update us on the pricing. Last quarter, I remember you had said that we have passed on 70% of the inflation. Could you help us, how much is passed on? Or if possible, a VAM price number of how much cost has been passed on?


Question: Avi Mehta - Macquarie Research - Analyst : Sir, if I may just kind of push this a little further. So what you kind of said is that input -- we expect the input cost to moderate from end fourth quarter, first quarter, start first quarter. So would it be fair to argue that gross margins have bottomed out now and should kind of start expanding in Jan while demand remains the question? Is that what is the way to read that comment?


Question: Avi Mehta - Macquarie Research - Analyst : Perfect. Perfect. That's clear. The last bit, I just wanted to kind of get your comment on this crude. I mean, does that in any way you think have a risk? Or is there a supply chain, because of that, that prices move up anyway too high. So you are not so concerned about crude price rising to about $90 now? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. JANUARY 27, 2022 / 10:30AM, PIDI.NS - Q3 2022 Pidilite Industries Ltd Earnings Call


Question: Avi Mehta - Macquarie Research - Analyst : No, no, no. Sorry, not the rising crude. At current price, so at $90, $100, you were still okay, right? I mean, obviously...


Question: Avi Mehta - Macquarie Research - Analyst : Okay. And just a bookkeeping, sir, could you repeat the VAM pricing? I kind of missed that. So what was the third quarter's impact? This is the last piece.


Question: Avi Mehta - Macquarie Research - Analyst : $2,000. And our consumption was around $2,000 (inaudible) right? And current prices at around?

Table Of Contents

Pidilite Industries Ltd Q4 2023 Earnings Call Transcript – 2023-05-09 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 9-May-23 10:30am GMT

Pidilite Industries Ltd Q3 2023 Earnings Call Transcript – 2023-01-25 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 25-Jan-23 10:30am GMT

Pidilite Industries Ltd Q2 2023 Earnings Call Transcript – 2022-11-10 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 10-Nov-22 10:30am GMT

Pidilite Industries Ltd Q1 2023 Earnings Call Transcript – 2022-08-11 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 11-Aug-22 10:00am GMT

Pidilite Industries Ltd Q4 2022 Earnings Call Transcript – 2022-05-19 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 19-May-22 10:30am GMT

Pidilite Industries Ltd Q2 2022 Earnings Call Transcript – 2021-11-11 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 11-Nov-21 11:00am GMT

Pidilite Industries Ltd Q1 2022 Earnings Call Transcript – 2021-08-12 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 12-Aug-21 10:30am GMT

Pidilite Industries Ltd Q4 2021 Earnings Call Transcript – 2021-05-13 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 13-May-21 11:00am GMT

Pidilite Industries Ltd Q3 2021 Earnings Call Transcript – 2021-01-29 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 29-Jan-21 11:00am GMT

Pidilite Industries Ltd Q2 2021 Earnings Call Hosted by Axis Capital Ltd Transcript – 2020-11-06 – US$ 54.00 – Edited Transcript of PIDI.NS earnings conference call or presentation 6-Nov-20 10:30am GMT

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MLA:
Thomson StreetEvents. "Pidilite Industries Ltd Q3 2022 Earnings Call Transcript" Jan 27, 2022. Alacra Store. Mar 29, 2024. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-Pidilite-Industries-Ltd-Earnings-Call-T15098174>
  
APA:
Thomson StreetEvents. (2022). Pidilite Industries Ltd Q3 2022 Earnings Call Transcript Jan 27, 2022. New York, NY: Alacra Store. Retrieved Mar 29, 2024 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q3-2022-Pidilite-Industries-Ltd-Earnings-Call-T15098174>
  
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