ALKYLAMINENSEQ2 FY23November 15, 2022

Alkyl Amines Chemicals Limited

5,608words
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1executives
Management on call
Nilesh Ghuge
HDFC SECURITIES LIMITED
Key numbers — 13 extracted
Rs. 600
s, say three, four years down the line when full usage of our assets is being made could be between Rs. 600 to 800 crores on the top line though the market opportunity is much bigger. Correct. And are these p
800 crore
e, four years down the line when full usage of our assets is being made could be between Rs. 600 to 800 crores on the top line though the market opportunity is much bigger. Correct. And are these products simi
rs,
, that is something which we have not able to get down. So we have to use the high temperature boilers, to use turbine to make more power. In this way, that will also contribute to our bringing down the c
15%
ving the cost. And the last question to this is do we still maintain our long-term volume growth of 15% CAGR for the next five, six years which we have been already earlier indicating? Or do you want to
10%
obal levels? Yes. So, at the last Con-Call, we had indicated that we look at a long term period for 10% to 15% growth, which we have more or less achieved in the last 10 years. However, this year I don't
400 crore
vember 9, 2022 Sir, my first question would be on aliphatic amines, which we have investment around 400 crores, and we would be around like I was reading the annual report and saying we would be commissioned i
70%
ing at full capacity and some at reduced capacity. But on the whole, I would say, we would be about 70%, but we keep adding capacities because there are specific products and specific items for which the
80%
city with a poor demand situation. But yes, on the whole overall for the company may be between 70%-80% capacity utilization. We do have headroom in most products. And sir, for the agrochemical, if you c
700 crore
is just a clarification on this recently announced expansion, you mentioned the revenue potential s 700 crores to 800 crores. Am I correct? ALKYL Alkyl Amines Chemicals Limited Kirat Patel: Anurag Patil: Kir
5%
highlight like in terms of its sales contribution, have those products contributing currently 4 to 5% of our sales? So, does some of the products what we have introduced over the last five, six years h
4%
he products what we have introduced over the last five, six years have now been contributing around 4% to 5% of our sales? So, have those products matured to that level? Well, you know, I don't have the
25%
ad launched. And going forward, these five, six products is predicted to be adding maybe almost 20, 25% of our top line, and add significantly on the bottom line if markets hold up. So, sir, generally, w
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