Nov 4, 2019 (Thomson StreetEvents) -- Editan Kwafi na Astral Poly Technik Ltd kiran taro ko gabatarwar Juma'a, Oktoba 25, 2019 a 9:30:00 na safe GMT
Jama'a barkanmu da warhaka, da maraba da zuwa Astral Poly Technik Limited Q2 FY '20 Call Conference Call wanda Investor Capital Services Limited ke jagoranta.(Usoron Mai Gudanarwa) Lura cewa ana yin rikodin wannan taron.Yanzu na mika taron ga Mista Ritesh Shah.Na gode, kuma a gare ku, yallabai.
Godiya, Aman.Abin farin ciki ne don karɓar bakuncin Astral don kiran taro na kwata-kwata.Muna tare da mu Mista Sandeep Injiniya, Manajan Darakta, Astral Poly;da Mista Hiranand Savlani, babban jami'in kudi.Yallabai, zan nemi ka fara da jawabai na farko da kuma buga cewa za mu iya samun Tambayoyi da Amsa.Godiya.Zuwa gare ku.
Muna maraba da ku duka don sakamakonmu na Q2 da ma a lokacin hasken wuta, Diwali.Don haka da farko da za mu fara da, muna yi muku barka da sabuwar shekara da kuma bikin Diwali.
Dole ne kowa ya shiga cikin lambobin Q2 da sakamakon.The -- bari in fara da kasuwancinmu na Pipe.Kasuwancin Pipe yana yin kyau sosai daga kashi 2 na ƙarshe.Yana kan babbar hanyar girma.CPVC yana girma kuma PVC yana girma daidai.A cikin wannan kwata na ƙarshe, kamar yadda kowa ya sani cewa, akwai wani aikin hana zubar da jini a kan CPVC kuma wanda ya taimaka Astral ba kawai girma a yankuna daban-daban ba, amma don ƙarawa ga abokan hulɗar tashar kuma a yankuna daban-daban.PVC daidai yana da nasa ƙalubalen farashin sama da haɓaka saboda yawancin masu samar da filastik suna da yanayin rashin isar da samfurin akan lokaci azaman tarin CPVC da PVC.Abin da muka hango daga watanni 6 daga yanzu, cewa za mu ci gaba da samun ci gaba a cikin sassan CPVC da PVC na duk layin samfurin Astral.Musamman a cikin sashin CPVC, a cikin kwata na ƙarshe, mun kuma yi kyau a kasuwancin mu na Sprinkler.Mun yi ayyuka masu kyau da yawa.Yawancin sababbin kasuwanni sun fara amfani da CPVC a cikin yayyafa wuta.Mun kuma ƙara kewayon bawuloli a cikin CPVC a cikin kwata na ƙarshe kuma waɗanda za su je kasuwa daga wannan kwata.Don haka mun yi fadada a cikin masana'antar bawul, CPVC.Itacen da ke Ghiloth a arewa yana da, a cikin ɗan gajeren lokaci na tsawon lokaci, ya kai ƙarfin amfani da kusan kashi 55% -- 65%.Don haka wannan alama ce mai kyau, kuma mun fara aiki akan ƙarin injuna kamar yadda ake buƙata a shekara mai zuwa a masana'antar Ghiloth.Shuka a kudu, fadada ya ƙare.Mun fara kera bututun bututun bututun daga kudanci don isar da shi zuwa kasuwannin kudu: Tamil Nadu, Karnataka, Kerala da wani yanki na Andhra Pradesh da Telangana har ma da bangaren kudu na Maharashtra.Wannan ita ce babbar nasarar da aka samu a wannan sashin, wanda - inda muke girma cikin sauri.Mun kuma kammala nau'ikan samfuran PVC, waɗanda ba mu yin su a masana'antar kudu, musamman kayan aikin famfo: farar PVC.Don haka wannan ƙari ne a cikin shukar kudu.Kudanci yana da babban gibi na ƙafar murabba'in lakh 3 da ƙari, wanda yanzu yana aiki gabaɗaya, yana samun kowane layin samfur daga wannan lokacin.Za mu kuma ƙara dacewa aiki a kudancin shuka, wanda zai kasance - shirin zai fara aiki nan da nan a cikin 'yan watanni masu zuwa, kuma a cikin shekara mai zuwa, za mu yi duk kayan aiki masu sauri na CPVC da PVC daga. kudu shuka a Hosur.Don haka Hosur yanzu babban wurin aiki ne ga Astral, kuma Astral za ta ci gaba da fadada kayan aikinta a Hosur na kudu.
A Ahmedabad, ma'aunin da ake buƙata na faɗaɗa yana ci gaba da faruwa a Santej.Yanzu muna tafiya don ƙarin zamanantar da shuka da sarrafa sarrafa shukar.Shuka Ahmedabad, dacewa, shirya duk abin sarrafa kansa yanzu.Don haka muna da injuna waɗanda ke warware kayan aiki har ma da tattara kayan aikin.Don haka mun yi aikin sarrafa kayan kwalliyar kayan aiki, kuma yanzu za mu je aikin sarrafa bututun ma.Don haka zai taimaka mana ba wai kawai girma cikin sauri ba, har ma da adanawa ta fuskoki da yawa.
Hakazalika a masana'antar a Dholka, mun haɓaka ƙarfin masana'antar bawul ɗinmu, ƙarfinmu na yin kayan aikin granite.Agri fittting range yanzu an kammala gaba daya.Kewayon agri, duk abin da ke samuwa ta masu fafatawa a kasuwa Astral yana da.Kuma mun fara aiki don yin masana'anta na zamani don samar da cikakken kewayon masana'antu da sassa na famfo - bawul ɗin famfo.Kuma wannan shukar za ta sake fara aiki nan da shekara mai zuwa.Don haka akwai ci gaba da shirin fadadawa da ke gudana a duk tsire-tsire na bututu a Indiya ta Astral.
Aikin hasken rana -- rufin hasken rana, wanda muka damka wa kamfani za a kammala shi a wata mai zuwa.Don haka za mu -- duk tsire-tsirenmu za su sami tsarin hasken rana na rufin rufin da ke aiki a cikin wata ɗaya ko makamancin haka.
Ƙasar da muka samu a Odisha, kuma aikin ya fara, shirye-shiryen ginin sun daskare.An daskare ayyukan.Ƙasar tana da -- dole ne a daidaita kwanukan, don haka mun fara daidaita ƙasar.Kuma ba da daɗewa ba, a cikin ƴan watanni masu zuwa, za mu fara aikin gini a Odisha.Kuma shekara mai zuwa, tsakiyar kasafin kuɗin mu na gaba ko kafin ƙarshen kasafin kuɗi na gaba, masana'antar Odisha za ta fara aiki gaba ɗaya.
Baya ga haka, karancin magudanar amo, wanda muke sayar wa kasuwannin Indiya shi ma ya ba mu ci gaba mai kyau, ba ma a kasuwannin Indiya kadai ba, har ma da fitar da kayayyaki zuwa kasashen waje.Kuma yanzu an amince da mu da yawa daga cikin ayyukan a nan - a cikin duniya, a Gabas ta Tsakiya, a wani ɓangare na Singapore.A Amurka, akwai kasuwa, wanda za mu bude nan da nan.A Afirka, mun kasance muna fitar da wannan samfur.Samfurin PEX, wanda muka ƙaddamar, PEX-a.PEX-a ita ce PEX mai daraja ta duniya da fasaha na duniya a cikin PEX, wanda ke can, yana yin kyau.Muna samun ayyuka daban-daban a cikin PEX.Muna ba da PEX ci gaba a cikin alamar Astral a ƙarƙashin haɗin fasaha tare da kamfani a Spain.Yawancin kayan aikin su yanzu muna yin su a Indiya kuma muna samo su daga Indiya daga shukar mu da kanta ko daga masu samar da tagulla.Kuma za mu duba kusa da na'ura da fasaha akan masana'anta PEX, wanda yakamata ya sake aiki a Astral a cikin shekaru 1 zuwa 1.5 masu zuwa.Don haka za mu sanya masana'antar PEX ta zama 'yan asalin ƙasar Indiya, yin PEX-a, wanda kamfanoni kaɗan ne ke yin su a duniya saboda yana da wahala a kera da samun fasaha mai ƙarfi sosai, kuma a matsayin PEX, ana samun PEX a cikin PEX-a. , b da c, amma PEX-a shine babban samfuri a cikin PEX, wanda Astral zai kawowa da kuma isar da shi ga kasuwannin Indiya da kera shi - zai kera a Indiya nan ba da jimawa ba.
Har ila yau, muna duban wasu sabbin fasahohi a cikin bututu mai bango biyu, wanda za mu bayyana a cikin watanni masu zuwa.Tuni injinan bututun mai bango biyu sun fara aiki.An faɗaɗa mu zuwa kololuwar ƙarfi ta hanyar sanya wani layi a Sitarganj a Uttaranchal don samar wa Uttaranchal da ayyuka da yawa a arewa.Muna da injin da ke aiki a Ghiloth, wanda babban inji ne, wanda zai iya kaiwa mm 1,200 a diamita.Kuma muna da wani corrugator, wanda zai fara aiki daga wata mai zuwa a Hosur.Don haka baya ga Sangli, za mu yi gyare-gyaren bututu a cikin Hosur da Ghiloth, waɗanda tsire-tsire ne na Astral 2.Kuma Sitarganj ya riga ya kasance tsire-tsire inda aka ƙaddamar da haɓaka don iya aiki da kewayon.
Sangli kuma -- an yanke shawara da yawa don faɗaɗawa.An aiwatar da wasu daga cikin shawarwarin.Wasu injinan suna da -- ana yin oda kuma suna kan hanya.Za mu rigaya za mu faɗaɗa kuma mu sanya na'ura mai sauri a cikin bututun da ake amfani da su don fitar da kebul.Mun riga mun mallaki ƙasa kusa da ƙasarmu, inda za mu ɗauki shirin faɗaɗa bututun corrugated, wanda za a iya amfani da shi don jigilar ruwa na magudanar ruwa, wanda zai kai diamita na 2,000 mm.Ana ci gaba da aikin, kuma za mu daskare wannan aikin nan da 'yan watanni masu zuwa.
Don haka ko kasuwancin da muka shiga a bara yana kan hanyar fadadawa, haɓakawa da kawo sabbin fasahohi.Gabaɗaya, a cikin kasuwancin bututun, Astral ya riƙe ƙarfin fasaharsa, yana kawo sabbin kayayyaki, samfuran zamani, isar da su ga kasuwa, ya sa ya kafa shi kuma yana kawo ƙarin samfuran fasaha da ingantattun kayayyaki, amma tare da mafi kyawun fasahar da ake samu a cikin duniya kuma hanya mafi araha don isar da ita ga mabukaci Indiya.Abin da muke yi ke nan, kuma za mu ci gaba da yi.Kuma muna girma akan wannan gaba.
The -- wani labari mai dadi shine cewa akwai kyakkyawan girma da fadada har ma a cikin shuka a Kenya, Nairobi.Kuma Nairobi, Kenya, shuka yana da inganci EBITDA.Asara tsabar kudi yanzu babu sauran a can.Kuma za mu ga ci gaba mai kyau da riba mai kyau a cikin shekaru 1 zuwa 2 daga shuka iri ɗaya.Kuma za a kuma yi faɗaɗa a Nairobi tare da abokan aikinmu a can.
Gabaɗaya, yanayin bututu, musamman tare da ɗaure-up na kayan CPVC da yanayin PVC da layin samfurin da isarwa da ƙirƙirar hanyar sadarwa, wanda Astral ke yi kuma yana ci gaba da yin hakan zai taimaka Astral don ci gaba da ci gaba. hanyar zuwa kwata-kwata da kuma masu zuwa shekaru ma.
Zuwan kasuwancin Adhesive.Kamar yadda muka riga muka sanar cewa muna fuskantar canji a tsarin sadarwar mu.Wannan canjin ya ƙare gaba ɗaya, komai.Sabon canjin yana nan.Sabon canji ya daidaita.Daga wata 1 da ta gabata yana daidaitawa.Muna ganin girma.Muna ganin kyawawan alamun hakan.Muna ganin isa ya karu.Muna ganin yadda muka tsara kasuwancin Adhesive a cikin sassa.Itace: akwai wata ƙungiya daban, shugaban daban.Maintenance: akwai ƙungiya daban, shugaban daban.Chemical Chemicals: akwai wata ƙungiya daban da shugaban daban.Kuma wannan duk yana ba da sakamako, kuma ina tabbatar da cewa masu zuwa, za a sami sakamako mai kyau, mai kyau, duka a bangaren ci gaba da kuma a gefen haɓakar gefe, duk wani ingantaccen cigaba da muka samu.
A lokaci guda kuma, mun riga mun sanar da wannan canjin da kuma wannan - mun kammala dukkan canjin cikin aminci, da inganci, ba tare da wata matsala ba, ba tare da wani mummunan basusuka ba, ba tare da wata matsala daga kasuwa ba.Kuma wannan zai taimaka mana mu ɗauki kasuwancin Adhesive zuwa mataki na biyu.Mun riga mun fadada kewayon a nan.Mun riga muna da ƙarfi, don haka za mu sanya sabbin samfura.Mun riga mun ƙaddamar da RESCUETAPE ɗin mu a Indiya, wanda ke yin kyau sosai, wanda ya fito daga Amurka.Muna da yanzu ResiQuick, wanda kuma yana kan hanyar ci gaba, kuma ainihin ci gaba yana faruwa a can.Mun fara ayyukan tambarin kasuwa, wanda kuma ke taimaka mana.Don haka gabaɗaya, kasuwancin yana kan kyakkyawan gefen haɓaka da kuma gaba ga kasuwancin.
Zuwan kasuwancin Adhesive a Burtaniya, wanda kuma yana yin kyau sosai a can.BOND IT yana yin ingantattun lambobin girma da lambobi, waɗanda ina tsammanin Hiranand bhai zai raba.Hakazalika, aikin Amurka kuma yana cikin EBITDA tabbatacce kuma don -- babu asarar kuɗi da ke faruwa daga watanni 6 da suka gabata.Don haka wannan ma yana ba da sakamako mai kyau sosai.
Don haka gabaɗaya don taƙaita shi, kasuwancin suna yin kyau, Pipe da Adhesives.Muna da kyakkyawan bandwidth na ma'aikata, wanda muka karu.Mun tafi tare da shirye-shirye na dillalai, masu aikin famfo, kafintoci, waɗanda yanzu ana amfani da su akan aikace-aikacen kuma ana sarrafa su ta hanyar fasaha.Muna fadada kanmu akan fasahar fasaha a cikin kasuwanci.Samfuran sinadarai, bandwidth na ƙungiyar, albarkatun ma'aikata, muna ci gaba da ƙara mahimman albarkatun ma'aikata saboda muna buƙatar su tare da haɓaka.Rukunin tunani yana karuwa da girma daga watanni 6 da suka gabata, amma tunanin tunani ya zama babba sosai, kuma muna da kyakkyawan tushe na ma'aikata, wanda ke taimaka mana kan hanyar ci gaba.
Don haka muna ba ku tabbacin cewa - a cikin kwata-kwata da watanni masu zuwa don ci gaba kan wannan hanyar haɓakawa da isar da ci gaba mai kyau da lambobi a cikin kwata masu zuwa.Zan mika wa Mista Savlani don ya dauke ku ta hanyar lambobi, sannan za mu iya yin tambayoyi da amsoshi.
Barka da rana, kowa.Na gode, Ritesh, don karbar bakuncin wannan kiran.Kuma barka da Dhanteras ga dukan mahalarta, da kuma yi muku barka da Diwali da kuma farin ciki Sabuwar Shekara a gaba.
Yanzu duk suna da lambobi a hannu, don haka zan yi sauri cikin lambobi, kuma za mu fi mai da hankali kan zaman Q&A.Don haka kamar bisa ƙaƙƙarfan tushe, idan kun ga lambobin Q2, haɓakar kudaden shiga yana kusa da 8.5%, amma haɓakar EBITDA shine 24.16%.Kuma ci gaban PBT shine 34.54%.Ci gaba, muna ba da sharhin cewa yanzu kamfaninmu yana mai da hankali kan gaba gaba, kuma gefe zai fi girma girma na layi.Kuma saboda wannan tasirin haraji, tsalle-tsalle na PAT kusan kusan 82% ne, galibi saboda raguwar harajin kamfanoni da gwamnatin Indiya ta sanar.
Yanzu zuwa ga bangaren sashi.Haɓakar bututu a cikin kwata na ƙarshe ya kusan kusan 14% a ƙimar ƙimar kuma kusan kusan 17% a cikin sharuddan girma.Yadda na ƙididdige 17% Zan iya bayyana muku cewa shekarar da ta gabata ba mu da lambobin girma na Rex.Don haka a wannan shekara, muna da lambobin Rex.Don haka mun cire daga jimlar lambar mu lambar Rex.Adadin shekarar da ta gabata kawai adadin bututun Astral ne kawai, ba lambar Rex ba.Don haka idan ka cire wannan metric tonne 2,823 daga lamba, wanda muka buga, wato 34,620.Idan ka cire 2,823, yana fitowa ya zama 31,793.Idan kun yi aiki akan 27,250, kusan kusan, zai zama 17%.Hakazalika a cikin rabin shekara, daga jimlar adadin tallace-tallace na 66,349, idan muka cire rabin rabin lambar Rex, adadin adadin metric tonne 5,796, zai zo zuwa metric tonne 60,553.Idan kun yi aiki akan adadin ƙarar bara na 49,726, zai zama daidai girman girma na 22% ex-Rex tare da wannan lambar Rex, mun riga mun buga.
Don haka ci gaban EBITDA a cikin kasuwancin bututun ya kasance kusan 36%.Girman PBT ya kasance 56%, kuma haɓakar PAT saboda wannan fa'idar haraji, ya kasance babban tsalle, 230%, daga INR 30 crores zuwa kusan INR 70 crores.
Yanzu zuwa gefen Adhesive na kasuwancin, haɓakar kudaden shiga ya kasance mara kyau da 6% a cikin Q2.Hakan ya faru ne saboda mun bayyana a cikin sadarwarmu ta ƙarshe cewa muna canza tsarin.Don haka saboda haka, mun san dawo da kaya daga masu rarrabawa - hakuri, daga masu hannun jari.Don haka shine dalilin da ya sa aka nuna shi azaman dawowar tallace-tallace, kuma shine dalilin da ya sa babban layi yana nuna mummunan.Amma idan kun cire dawowar tallace-tallace, lambar tabbatacce ce.Kuma wannan ma yana daya daga cikin dalilin da ya sa kaya ya tashi sama da bangaren bututun ruwa saboda wannan dawowar kayan a kwata na karshe.
EBITDA kuma ta kasance saboda wannan mummunan saboda dole ne mu dauki asarar a kan dawowar saboda lokacin da muka yi rajistar tallace-tallace cewa ribar lokaci tana can.Lokacin da muka ɗauki dawowar mun ƙididdige ƙima kamar yadda aka kashe.Don haka har zuwa wannan, gefe ya nutse.Don haka saboda wannan, EBITDA mara kyau da 14%.Amma gabaɗaya, idan muka fitar da wannan tasirin, lambar EBITDA itama tana da inganci kuma babban layin ci gaban shima yana da inganci.Kuma daga nan, muna ganin cewa yanzu mun kusa gamawa.Zan iya cewa kusan kashi 95 cikin 100 na aikin an yi shi ne saboda watakila irin abubuwan da ba su da kyau za su iya fitowa zuwa wannan kwata, amma in ba haka ba mun gama.Don haka daga nan gaba, muna ganin ya kamata a sami faɗaɗa gefe kuma a sami ci gaban babban layi kuma a cikin ɓangaren manne na kasuwanci.
Yanzu gaba daya yanayin Pipe da CPVC da PVC, kamar yadda Injiniya ya bayyana, suna da lafiya sosai, kuma ba a taƙaice ga Astral kawai ba.Duk 'yan wasan da aka tsara a cikin masana'antar suna yin kyau.Don haka muna hasashen cewa kwata-kwata mai zuwa ya kamata ya zama ci gaban lafiya.Amma a, a kasa, lamarin bai kai haka ba.Don haka dole ne mu kiyaye a ko da yaushe kuma mu yi taka tsantsan.Don haka shi ya sa ba ma so mu yi hasashen lambobi da duk don ci gaban ba dole ba.Amma gabaɗaya, yanayin yana da kyau.Muna ganin kyakkyawan yanayi a ƙasa, musamman a ɓangaren bututun.Ana iya samun dalilin canzawa daga rashin tsari zuwa bangaren da aka tsara.Kuma ana iya samun dalili na danniya a kan tsararrun ƴan wasa suma cikin sashin bututun.Don haka hakan yana ba da gudummawa ga duk ƴan wasan da ke cikin kasuwa.
Kasuwa tana cike da kalubale, amma a cikin wadannan kalubalen kuma, kamar yadda aka fada a cikin kwata na baya cewa, kamfaninmu ya fi mayar da hankali kan ingancin ma'auni wanda zaku iya gani sosai a cikin kwata din kuma.Duk da dimbin kalubalen da ake fama da shi a kan harkar tarawa da kudin ruwa a kasuwa, mun yi kokarin murde zagayowar tarin mu.Kuma za ku iya gani a bara, Satumba, tarin ya kasance - abin da aka karɓa ya yi fice kusan INR 280 crores.Bugu da kari, cewa a wannan shekarar, ya kai INR 275 crores, don haka kusan cikakkiyar matakin ana samun raguwa, duk da haka, kamfanin ya girma zuwa babban layi da 17%.Don haka muna shiga kasuwa da taka tsantsan.Ba ma so mu mai da hankali kawai ci gaba, amma babban burin kamfaninmu shine zuwa gefen ma'auni kuma musamman a cikin ɓangaren karɓa.Bangaren kaya kuma, idan kun gani, babu wani karuwa sosai a cikin kayan.A bara, Naira 445 ne.A bana kudin ya kai Naira 485.Don haka kusan kusan 9% karuwa a cikin kaya, sake haɓaka kusan 17%.Kuma ɗan ƙaramin ƙanƙara a cikin kayan ya samo asali ne saboda komawar da aka samu cikin kasuwancin Adhesive.Kuma kamar yadda muke tsammanin sake fasalin farashi a cikin gaban CPVC saboda aikin hana zubar da ruwa.Don haka mun sayi CPVC da ɗan sama fiye da abin da muke buƙata don cin gajiyar hauhawar farashin kasuwa don mu sami fa'idar girma a cikin kwata masu zuwa kuma.
Kamar yadda Malam Injiniya ya bayyana, aikin fadada yana tafiya cikin kwanciyar hankali.Kuma za ku iya gani a cikin wannan kwata kuma, mun ƙara metric tonnes 15,700 a cikin ƙarfin.Don haka karfin mu, wanda ya kasance a bara, metric tonne 174,000, wanda ya karu zuwa kusan metric tonne 220,000.Don haka ana ci gaba da faɗaɗa -- hanya mai santsi, kuma muna ganin cewa za a ƙara faɗaɗa ƙarfin aiki a cikin rabin na biyu kuma, musamman cikin Hosur.
Yanzu zuwa gefen bashin, muna da matsayi mai kyau sosai, kuma net bashin da ke cikin ma'auni ya kusan INR 170 crores saboda muna da cikakken bashi na INR 229 crores.Kuma muna zaune akan tsabar kuɗi kusan - kusan INR 59 crores.Don haka net bashi ya kai kusan INR 170 crores, wanda bashi da yawa a cikin ma'auni.
Ina da 'yan tambayoyi ga Sandeep bhai har sai layin tambaya ya taru.Yallabai, tambaya ta farko tana kan wasu tallace-tallace.Kun haskaka rejig ɗin rarrabawa da muke yi.Don haka yallabai, za a iya ba da wasu cikakkun bayanai kan canje-canjen alhakin gudanarwa tare da sabbin abubuwan da muka yi.Na biyu kuma, ta yaushe ne muke ganin karuwar kudaden shiga na 30% akan Q-on-Q?Tambayata ta farko kenan.Wata tambayar ita ce, idan za ku iya nuna girman kasuwa don bawuloli, bututun borewell?Kuma a ƙarshe, duk wani sabuntawa musamman akan ƙaddamar da samfur daga [ADS] wanda muka yi magana akai a baya?
Zuwan Adhesives, bandwidth na ma'aikata, musamman kamar yadda kuka tambayi cewa yadda za mu -- ƙirƙirar isar ya riga ya ƙare.A zahiri mun tafi cikin yanayin adana manyan masu rarrabawa da sanya tashar rarraba mu a ƙarƙashinsu, don haka tasharmu ta riga ta kafa kuma tana aiki, kuma mun ƙara adadin lambobi kaɗan - kaɗan kaɗan na sabbin masu rarrabawa a kowane yanki.Wannan tsari ne na kusan watanni 8 zuwa 9.Ban ce dare daya ya faru ba.A zahiri mun fara canjin ne daga Janairu-Feb na wannan shekara ta 2019, kuma mun kammala shi wata daya baya.A yau, shimfida tashoshi da hanyar sadarwar rarraba ga kowace jiha ya kusan kammala.Amma duk da haka, yana da ƙarfi, ƙari da gogewa za su ci gaba da faruwa koyaushe.Har yanzu yana faruwa a cikin Pipe tare da girman girman irin wannan.Kuma muna da shuwagabannin jahohin da suka riga mu gidan gaskiya.Muna da yankin kuma muna da ƙananan mutane da ke aiki a cikin kasuwar tallace-tallace, waɗanda suke can.Muna da shugabannin, wadanda ke tsakanin su kuma shugabannin jihohi suna can.Kuma cibiyar sadarwar ma'aikata ta riga ta kasance a can.A matakin HR kawai, mun ƙaddamar kuma muna kan aiwatar da ƙaddamar da ƴan tsofaffi a kowane mataki.Wasu daga cikin waɗannan ƙaddamarwar za su faru a cikin zuwan kwanaki 10 zuwa 15 zuwa wata ɗaya.Ba za mu iya bayyana kowane ɗayan waɗannan bayanan ba har yanzu.Amma hanyar da ta dace ta gyara, hanyar shigar da madaidaici da adadin da ya dace da inganci da ilimin da ya dace, wanda ake buƙata don masana'antar don fitar da bandwidth na ma'aikata yana ƙaruwa kuma za a haɓaka nan da ƴan kwanaki kaɗan.
Samun cikin adadin ku na haɓaka 30%, wanda ba zan ce ba zai yiwu ba, amma a lokaci guda zan ce da farko bari mu koma zuwa 15%, 20%.Mu daidaita kanmu.Duk kun san cewa akwai kalubale a kasuwa a gaban jujjuyawar kudin.Waɗannan kewayon suna da ɗan jinkiri daga kowane kusurwoyi.Sabili da haka muna so mu girma, amma ba don girma tare da manyan basusuka a kasuwa ba.Muna so mu girma tare da tashar rarraba daidai, inda tsarin kuɗin kuɗinmu ya kasance lafiya kuma yana faruwa kamar abin da ke faruwa a kasuwar bututu da kuma a cikin kasuwar m tare da wasu kamfanoni.
Don haka a, mafarki ne a gare mu mu shiga cikin waɗannan adadi na 30 da ƙari, amma zai ɗauki ɗan lokaci daga yanzu.Kuma ba za mu so mu yi tsokaci a kan wannan ba, nawa ne za a ɗauka.Amma hakan zai zama burinmu mu cimma.Amma ina tabbatar muku cewa Adhesive zai ba da ci gaba mai kyau da lambobi masu kyau a cikin watanni masu zuwa da masu zuwa.
Zuwa kasuwancin Valve.Kasuwancin Valve yana da girma a duniya a zahiri.Akwai ƙananan kamfanoni masu yin bawuloli.Kuma ba kawai ina magana ne game da bawuloli ba, wanda nake so in shiga shine don aikin famfo.Kasuwancin Valve ya fi girma a masana'antu fiye da aikin famfo.Kuma abin da muka mayar da hankali a kai shi ne mu shiga cikin kewayon bawul ɗin famfo ba, har ma a cikin kera bawul ɗin da ake buƙata don masana'antu kamar bawul ɗin ƙwallon ƙafa, bawul ɗin malam buɗe ido da sauran su.Don haka tsari ne wanda zai ɗauki shekaru 2 zuwa 3 don ƙara wannan duka.Tsari ne wanda zai buƙaci babban gwaninta.Tsari ne wanda ke buƙatar ingantattun sarrafawar sane, sarrafawar inganci, sarrafawar dubawa.Don haka kasuwancin Valve wani abu ne wanda za'a iya ɗaukarsa azaman kasuwancin duniya.Kuma za mu kuma ci gaba da kasuwancin Valve har zuwa manyan girma har zuwa 12-inch har ma da girma - manyan bawuloli masu girma.To shi ne shirin namu.Kuma ba zan iya ƙididdige lambobi ba, waɗanda za su zo, amma zan iya ƙididdigewa za a sami ci gaba mai kyau, adadi mai kyau da kullun bawul a duniya, kun ga, isar da mafi kyawun gefe fiye da bututu har ma da kayan aiki.Don haka shine burinmu a Valves.
Kasuwancin Borewell ko Bututun Rukunin, mun kasance muna haɓaka cikin kyakkyawan taki a cikin bawul (ba a ji) ADS.Ee, har ma muna kan layi na ad hoc idan ya zo ga ADS.Rukunin, mun kasance muna girma da kyau, kuma shine dalilin da ya sa - wannan shine dalilin da ya sa muka haɓaka ƙarfin, abin da muka ƙuntata don isar da kasuwa a 'yan watanni baya, kuma dole ne mu rasa tsari ko lokacin isar da mu ya kasance 10. zuwa kwanaki 15.Don haka muna cike wannan gibin.Kuma muna kara maida shi yanki ne saboda kudu babbar kasuwa ce ta bututun burtsatse.Don haka muna Hosur.Za a iya rage farashin sufurin mu da lokacin mu don samar da samfur.Don haka akwai.Yanzu muna zuwa ADS, mun riga mun sami wannan samfurin a nan, amma muna aiki akan wannan ɓangaren girbin ruwa, wanda ake kira ruwa [aiki].Kuma wannan shine batun ba Indiya kawai ba amma duniya a yau.Babu shakka mun samu ruwan sama mai kyau.Don haka mutane za su manta na ɗan lokaci, amma a zahiri idan an sami ruwan sama mai kyau dole ne ku sami girbi mai kyau.Don haka in faɗi gaskiya, kar in fito da ɗaya daga cikin waɗannan hotuna kan girbin ruwa da yadda muke tsarawa.Za mu sanar da ku wannan - game da wannan a wata ƙila a kira na gaba ko a ƙarshen shekara.Amma a, muna aiki akan wannan batu.Kuma wannan a tsaye, ba zan iya ɗaukar shi a matsayin wani ɓangare na aikin famfo ba.Yana tsaye ne na girbin ruwa, kuma wanda kansa babban batu ne.Kuma da zarar muna da tsayayyen ƙafa akan wannan, za mu dawo, amma a, muna aiki tare da ADS akan wannan layin samfur.
Kuma za mu dawo gare ku kan abubuwan da muke yi da mene ne tsare-tsarenmu da yadda muke bullowa su a wata kila kashi 1 ko 2, sannan za mu iya sanar da ku yadda za mu ci gaba daga can kan ci gaba. shirya sannan -- da kasuwanni.To hakan ya kare amsata.Na gode.
Taya murna akan haɓakar bututu mai ƙarfi.Yallabai tambayata ta farko ita ce, a wannan lokaci, muna kiyaye jagorarmu ta FY '20?Na san cewa dangane da girma girma muna da nau'in abin da aka ba da shi a farkon rabin maimakon abin da muka tsara a farkon shekara a 15%.Amma ina tambayar ku daga mahangar girma mai lamba biyu a cikin Adhesives?Haka kuma ina son in fahimci abin da ke faruwa a Rex dangane da shin muna dawo da baragurbi bisa turba dangane da tsayayyen matakan da muka tsara a kusan 13% zuwa 14%?
Na gode, Sonali, don tambayoyinku guda 3, inda suke cikin tambaya ɗaya.Don haka da farko, zuwan gefen bututu, Ee, mun sanar da nau'in haɓakar girma na 15% kuma rabin farko mun isar da kusan kashi 22%.Don haka a, muna gaba da jagorarmu.Amma kasuwa na cike da kalubale.Amma daga yau, da alama za mu haye jagorancinmu.Nawa za mu haye, lokaci zai nuna, amma gaskiyar gaskiyar cewa a yanzu yanayin kasuwa yana da kyau.Don haka da fatan, ci gaba da yatsa, za mu yi overshooting mu na asali jagora na 15%.
Yanzu zuwa tambaya ta biyu na Rex.Don haka Rex yana yin kyau.Amma a, haɓakar ƙara har yanzu ba ta da yawa saboda dalilai da yawa, musamman duk abin da za mu iya faɗi, amma yankin Sangli ya cika da ambaliya.Ko da a jiya ma an yi ruwan sama kamar da bakin kwarya a can kuma ruwa yana ta toshewa a yankunan masana'antar ma.Kuma ko a watan da ya gabata ma, an yi irin wannan yanayi.Don haka za mu -- yanzu ina tunanin warware duk waɗannan batutuwa.Kuma yanzu mun ƙara ƙarfin zuwa namu - ga sauran shuka kuma don samfurin Rex.Don haka wannan zai taimaka mana a fagen dabaru, kuma hakan zai taimaka mana wajen haɓaka girma a cikin kwata mai zuwa.Amma a, a gefen gefe, mun dawo.Muna yin tazarar lafiya sosai cikin wannan sashin kuma.Ba kamar nau'in 6% na gefe ba, wanda kuke gani a cikin shekarar da ta gabata, amma muna haye tazarar lambobi biyu zuwa cikin Rex kuma.
Tambayar ku ta uku tana da alaƙa da Adhesive.M, kuma mu - mun riga mun sanar a cikin maganganun da suka gabata cewa muna aiki tukuru a kan hakan.Kuma duk gyaran da muke son yi, ina ganin kusan an yi.Na riga na ce kashi 95% na gyara an yi.Za a iya barin kaɗan kaɗan, wanda za a iya kammala a cikin wannan kwata.Don haka da fatan, zaku ga lambar Adhesive shima zai dawo.Ya yi da wuri a ce za mu ba da girma mai lamba biyu a kan cikakkiyar shekara, amma a, tabbas, rabin na biyu zai zama ci gaban lambobi biyu cikin Adhesive.Za mu yi iya ƙoƙarinmu don rufe gazawar a cikin Q4, kuma mun tsara shirin kuma don haɓaka mafi girma a cikin Q4, amma ci gaba da yatsa saboda muna aiki akan gaba da yawa.Kamar yadda kuma lokacin da lokaci zai zo, za mu buɗe yadda muke yi da kuma yadda muke yi.Don haka muna da kyakkyawan fata, zan iya cewa haka, amma yana da wuya a ce a wannan matakin cewa a cikin cikakken shekara za mu iya samar da ci gaba mai lamba biyu ko a'a.Amma muna iya ƙoƙarinmu.Za mu ga yadda mafi kyawun abin da za mu iya bayarwa.
Yallabai, yallabai.Dangane da CapEx, INR 125 crores zuwa INR 150 crores.Ashe lambar ya kamata mu...
Ee, ina tsammanin za mu taƙaice ga wannan lambar.Kuma ina tsammanin mun yi kusan INR 80 crores ko makamancin haka a farkon rabin, INR 75 crores, INR 80 crores.Don haka mun kusan kan hanya.
Daidai isa.Yallabai, da tambayata ta ƙarshe, ƙarin ta fuskar masana'antu.Yallabai, kamar yadda ka fada a farkon bayanin cewa, a cikin ’yan watannin da suka gabata, muna ganin ci gaban da ake samu cikin koshin lafiya a bututun, musamman ma a bangaren girma.Don haka yallabai, za a iya taimaka mana mu fahimci waɗanne sassa ne suka fi sauran?Kuma a ina muke samun jan hankali?Wadanne aikace-aikace ne mai yiwuwa ne mafi girman gudummuwa a cikin wannan girma girma?Daga gefena ke nan.
A cikin ɓangaren famfo, CPVC da PVC suna samun ci gaba mai kyau.Don haka akwai ci gaba a can a bangaren aikin famfo.Hakanan, akwai haɓaka da ke faruwa a cikin sabbin samfuran a gare mu kuma.Musamman bangaren masana'antar ababen more rayuwa yana karuwa a gare mu a cikin bukatar bututun CPVC da PVC.
Abu daya da nake so in ƙara baya ga haɓakar Rex, wanda yakamata ku sani, shine samfuran Rex koyaushe suna kan haɓaka - ƙarancin girma a cikin damina.Domin duk samfuran, wanda Rex ke yi shine don magudanar ruwa da najasa, wanda koyaushe ana shimfiɗa ƙasa a ƙasa.Don haka dole ne ku tono ramuka kuma ku shimfiɗa waɗannan bututun.A duniya wannan yana faruwa.Idan ka je Turai, ka je Jamus, ka je Amurka, ko’ina.Domin duk waɗannan ayyukan tituna da waɗannan ayyukan magudanar ruwa, har ma da Amurka, ana ɗaukar su a lokacin bazara.Don haka yanzu za ku ga kyakkyawan haɓakar samfurin Rex har zuwa Maris.Domin a wannan karon, damina ta yi tsawo.Ruwan sama ya ci gaba da tahowa na tsawon lokaci, kuma shi ya sa da yawa daga cikin ayyukan samar da ababen more rayuwa da ake yi na amfani da wadannan bututun, sun kusan tsayawa.Don haka kawai ina so in yi bayani a kan wannan abu kuma.
Tabbas yallabai, wannan yana taimakawa.Yallabai, kuma tabbas, a matsayin ƙarin wannan, ina so in bincika, shin muna ganin wasu harbe-harbe a cikin gini suna dawowa?Domin kun bayyana cewa bangaren aikin famfo yana yi mana kyau.Don haka kawai ina so in fahimta, shin wannan sabuwar bukata ce da muke magana mai yiwuwa bukatar maye gurbin?
A'a. Yana da duka maye da kuma sabo.Matsayin tallace-tallace, yana girma kuma matakin ayyuka shima yana girma.Amma ba na so in zurfafa cikin bincike, wanda ya fi ku, duk ku zaune a daya gefen.Mene ne raunin da ke cikin dukkanin masana'antu a cikin sassan bututu, wanda zai taimaka wa Astral ci gaba da hanyar ci gaba.Don haka ina tsammanin kun san duk abin da ke zaune a gefe guda game da yanayin masana'antar, yanayin yanayin polymer, kuma duk wannan yanayin da aka haɗa tare zai taimaka aƙalla ɓangaren bututun Astral don ci gaba da haɓaka hanyar haɓaka.
Tambayoyi biyu.Daya akan wannan CPVC, kuma wannan kuma shine ɗaya daga cikin dalilan da ya haifar da babban fa'ida mai girma a wannan kwata.Har yaushe kuke ganin ƙarancin CPVC zai kasance na ƙarshe?
Duba a zahiri, ni ne -- bai kamata in yi tsokaci kan wani abu na gwamnati ba.Don haka a bar gwamnati ta yanke shawara a kan wannan.
Lafiya.Amma wace irin ƙimayar lamba dole ne a ba da cewa -- Ina nufin nawa ne na CPVC [hannun jari] da ke fitowa daga China da Koriya?
Ee.Ba zan shiga wannan lambar ba saboda akwai bayanan shigo da kaya.Amma a zahiri, babu wanda ke shigo da shi daga watanni 2, 3 da suka gabata saboda a zahiri ba zai yuwu ba.Idan kun shigo da kaya, za ku biya harajin kashi 90%.A haƙiƙa, farashin shigo da shi yana zama fiye da farashin siyar da samfur.
Duba, za ku iya yin alkaluman cewa idan mutum zai shigo da shi, ya biya harajin kashi 90% kuma sama da kashi 10% na harajin kwastam da sauran kalubalen sannan ya yi bangaren, sannan ya sayar, a zahiri ina ganin - - hakika zai yi asara wajen siyar da wadannan bututun.Yanzu idan kun zo ga lambobin China da Koriya.Idan kun shiga cikin tarihi, suna ba Indiya 30% zuwa 40% na CPVC.Kashi 40% na buƙatun ku na wata-wata yana fita daga cikin duka sarkar, tabbas zai haifar da karanci.Wannan 40% fita daga cikin sarkar ba zai cika ta masana'antun 3 ba.Daga ciki, ɗaya kawai yana shiga cikin ƙirar lasisi.Har ila yau, akwai -- akwai -- takura a can.Sannan sauran 2 suna da kasuwannin duniya suma su cika.Ba su da kasuwar Indiya kawai.Don haka a zahiri, wannan - za a ci gaba da samun ƙarancin da ke faruwa akan CPVC a yanayin da bai daidaita ko daidaita hakan ba.Don haka ba mu san yana da watanni 6, shekara 1, shekaru 1.5 ba, tsawon lokacin da za a ɗauka don daidaitawa da daidaita yanayin.Amma a zahiri a yau shigo da kayayyaki daga China da Koriya ba zai yiwu ba ga kowa sai dai ya yanke shawarar zama kasuwa ya yi asara kuma har yanzu yana samar da kayan.Ya ɗauki kira don yin asarar kuɗi kuma har yanzu yana cikin kasuwa.Kiran daidaikun mutane ke nan, wanda ba zan iya cewa komai a kansa ba.
Amma Maulik, tarihi ya ce a duk lokacin da wata gwamnati ta dauki matakin hana zubar da jini a Indiya yakan dauki tsawon shekaru 3.Don haka -- amma ba shakka ba za a iya ci gaba da aiki da kashi 90% na nau'in aikin ba, wanda ba zai yuwu ba.Amma a, ya kamata a ci gaba da zubar da jini na akalla shekaru 3.
Na biyu kuma, gwamnati tana da tsarin lokaci na watanni 6, amma tarihin da ya gabata ma ya ce ba layin lokaci ba ne.Hakanan yana iya ɗaukar shekaru 6-- 1 ko kuma shekaru 1.5 kuma.Ba zai iya zama layin lokaci mai ɗaure don yanke shawara ba, amma -- ba a -- layin lokaci ne mai ɗaure ba, amma kuna iya fahimtar cewa yana da zaɓuɓɓuka kuma don ci gaba da yin bincikensa da ɗaukar lokaci.Ba mu sani ba game da wannan.Don haka ba mu da wata hanya ko ba za mu iya ko ma hukumomi ba su gaya muku wannan.
Lafiya.Kuma tambaya ta biyu, a koyaushe ina yi muku, kuma wannan yana da alaƙa da kasuwar da ba ta da tsari.Don haka idan aka kwatanta da na ƙarshe lokacin da muka yi magana da (ba a ji) shin manyan kasuwannin da ba su da tsari sun ci gaba saboda matsalolin tsabar kuɗi daban-daban ko duk abin da kuke so?Kuma yanzu CPVC zai sake cutar da wasu daga cikin waɗannan 'yan wasan da ba a shirya su ba.
Babu shakka, marasa tsari za su sami nasu ƙalubale.Kuma kasuwar da ba ta da tsari za ta kiyaye bambance-bambancen polymer kuma tare da CPVC.Zai sami nasa ƙalubale.Kuma tare da sake zagayowar tsabar kudi shima yana raguwa a kasuwa.Don haka ba gaba daya bane.Kuna iya tunanin akwai gaba da yawa da aka kai hari lokaci guda.Don haka za mu iya cewa fara tafiya ne, a dade da tafiya, domin ka san girman da ba shi da tsari a kasar nan ya kai kusan kashi 35%, 40%.Don haka INR crores 30,000 na [yankin] masana'antu, 35%, 40% suna aiki don zama INR crores 10,000, INR crores crores 12,000.Don haka zai dauki lokacinsa.Amma a yau, halin da ake ciki shi ne, ba wai kawai mutanen da ba su da tsari ne ke shan wahala, hatta ’yan wasa da aka tsara suna fuskantar kalubale da dama.Don haka yana da matukar wahala a ce ta fuskar kaso, ko kuma a kididdige yawan kashi, amma a, a kasa, al’amura suna canzawa, amma ba a bayyana sosai a fili saboda yanayin kasuwar gaba daya ma yana tafiyar hawainiya.Don haka ci gaba, ina tsammanin wannan shine - zai kasance mai girma kuma wanda za'a iya gani a fili, watakila ƴan ɓata kaɗan a layi, da wahala sosai a faɗi yaushe.Amma a, shekaru 4 zuwa 5 masu zuwa, muna ganin cewa ya kamata a yi babban canji zuwa bangaren da aka tsara.
Lafiya.Kuma tambaya ta ƙarshe gare ku, Hiranand bhai.Yi hakuri idan na rasa wannan lambar.Menene gudummawar Rex a cikin kudaden shiga wannan kwata?Idan - kuma menene CapEx da muka yi na farkon rabin?Kuma menene zai iya zama rabi na biyu?
Don haka kamar, ina tsammanin, INR 75 crores, INR 80 crores mun kashe a farkon rabin na CapEx.Kuma a cikin haka, wasu injuna biyu suna da alaƙa da Rex, wanda Sandeep bhai ya riga ya bayyana cewa injin 1 a Ghiloth da injin 1 a Sitarganj da wani kuma ina tsammanin INR crores 50 ko makamancin haka - INR crores 50 zuwa INR crores 60 CapEx zai iya. zo a cikin rabi na biyu kuma, watakila kadan ma.Muna haɓaka kusan ƙarin INR 20 crores a saman rufin hasken rana kuma, inda muka yi aikin dawo da kuɗin INR 20 crores zai kusan kusan 33% kowace shekara.Don haka kasa da shekaru 3 ana biya don irin wannan tsari.Don haka mun ware INR 20 crores don bangaren hasken rana.Wannan fa'idar za ku samu a lambar Q4 saboda muna nufin kammalawa -- ana iya kammala wani yanki a cikin Nuwamba kuma sauran abubuwan za a kammala su a cikin Disamba.Don haka Q1 - Q4 gaba, wannan fa'idar da ke da alaƙa da hasken rana za ta bayyana a cikin lambar, kuma za ku ga cewa raguwa mai yawa zai kasance a cikin farashin wutar lantarki.Domin 100% za mu ci da kanmu.Kuma wani yanki zai je Ghiloth - wannan shuka na gabas kuma za a shigar da wasu inji a cikin Hosur kuma.Don haka kusan INR 50 crores zuwa INR 60 crores mun tsara, watakila kamar INR 10 crores plus/minus ma na iya faruwa.
Bani da takamaiman lamba a yanzu saboda an haɗa shi da Astral, amma yakamata ya kasance wani wuri a kusa da INR 37 crores ko makamancin haka.Watakila ina tsammanin hakan, watakila INR 1 crore ko INR 2 crores nan da can.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [29]
Kyakkyawan saitin lambobi, don wannan taya murna.Tambayata ta farko ita ce jimillar ƙarfin da kuka bayar don bututun yana kusan tan metric 2,21,000, don haka nawa ne ƙarfin Rex a yanzu?
Lafiya.Rex, dole in duba.A cikin shekarar da ta gabata, kusan 22,000 wani abu ne sannan kuma za mu samu wani 5,000, 7,000, don haka kusan tan metric 30,000.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [31]
Don haka ƙarshen shekara za a ƙara ƙarin metrik ton 5,000, 7,000, amma a shekara mai zuwa za a ƙara tsalle mai girma saboda gabas.Don haka a asali, mun shiryar da cewa da zarar an gama gabas.Ƙarfin mu zai zama metric tonnes 2,50,000.Ina tsammanin zai iya zama dan kadan kuma.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [33]
Kuma akan lambobin Seal IT, yallabai.Kuna iya ba da wasu launuka akan hakan kuma, kamar - saboda gabaɗayan Adhesives za mu iya gani, amma ta yaya akan aikin Seal IT na kwata?
Don haka gabaɗayan aikin Seal IT yana da kyau.Sun isar da ci gaban kuɗi na yau da kullun na kusan 5%, 6% a cikin wannan kwata.Kuma a cikin kalmar rupee, ban san ainihin adadin ba, amma kullun kuɗin yana kusa da 5%, nau'in haɓaka 6%, kuma sun ba da ƙimar EBITDA mai lamba biyu kuma.Don haka gabaɗaya duba ga yanayin Burtaniya, lokacin da ci gaban GDP bai yi kusan kashi 1 cikin ɗari ba, a wannan shekara muna tsammanin ya kamata su ba da mafi ƙarancin girma mai lamba biyu zuwa gare mu da kuma gefen EBITDA mai lamba biyu shima.Bangaren EBITDA, suna ci gaba da haɓakawa.Kuma tare da gudunmawar wannan RESCUETAPE zai karu, to, haɓakar haɓaka zai kasance a can a cikin kwata na gaba.Abin da muke hari ke nan.Don haka yanzu Resinova ya riga ya fara siyar da RESCUETAPE.Kuma ba da jimawa ba, za mu buɗe RESCUETAPE cikin tashar mu ta Astral kuma.Don haka waɗannan su ne ainihin samfuran gefe masu girma.Don haka idan mafi ƙarancin gudummawar zai ƙaru, to EBITDA za ta harba.Don haka ci gaba da yatsa wannan kwata mai zuwa, Seal IT yakamata ya isar da lamba mai kyau.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [35]
Don haka ina tsammanin a yanzu, suna yin kusan dala 700,000 zuwa dala 800,000 a cikin kwata kwata, wanda zai karu a cikin kwata mai zuwa.Don haka manufarmu ita ce aƙalla dala miliyan 1.5, ya kamata su isa a cikin watakila shekara 1 ko 1.5 ƙasa a kan layi, mafi ƙarancin.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [37]
Ee.Ina tsammanin a cikin fasahar R&D na zamani da cibiyar aikace-aikacen.Shirye-shiryen sun riga sun kasance a can.Kuma muna da - saboda zagayowar CapEx da muka sanya wannan riƙe, amma yanzu za mu fara aikin.Yanzu za mu kasance da samun ɗayan mafi kyawun cibiyar fasahar zamani don R&D a cikin kasuwancin Polymers.Adhesive yana da cibiyar R&D.Kuma a can, muna kuma kafa cibiyar aikace-aikacen inda za a iya horar da mafi ƙarancin 250 zuwa 300 masu amfani.Ana iya kawo masu ba da shawara da kuma bayyana samfurin a fasaha.Ana iya yin horo na hannu.Ana iya samun dakin taro don mutane su bi ta abubuwa.Kuma a lokaci guda, za mu iya samun kwas ɗin da ke gudana a can.Don haka wannan zai kasance - aikin zai fara ba da daɗewa ba.Muna da ƙasa kusa da shuka [plantage].Muna da tsare-tsare a shirye.Muna da komai a wurin.Ina tsammanin za mu bayyana - kuma za mu fara wannan aikin.
Na biyu kuma, na riga na ambata cewa yanzu muna ba da hankali ga makamashin da ake sabunta shi ma.Ta fuskar muhalli kuma yana da kyau ga kasar kuma.Kuma a lokaci guda, yana da kyau ga kamfani kuma saboda dawowar irin wannan jarin yana da sauri.Kamar rufin rufin, na riga na faɗi cewa bai wuce shekaru 3 ba.Kuma muna shirin ware wasu karin kudade a wannan bangaren, watakila shekara mai zuwa saboda muna sa ran samun makudan kudade a cikin shekara mai zuwa.Na riga na bayyana muku bashin mu da wuya INR 170 crores.Kuma yadda kasuwancin ke haɓaka da kuma yadda tsabar kuɗi ke zuwa ga kamfani, da fatan a shekara mai zuwa muna sa ran tsalle mai girma zuwa tsabar kuɗi.Don haka za mu iya ware wasu ƙarin kuɗi a cikin ɓangaren sabuntawa, musamman don cin abinci.Ba ma so mu sayar da raka'a ɗaya ga grid.Duk abin da za mu yi CapEx, wannan zai zama don cin abinci.Don haka ban da rufin rufin kuma, mun yi aiki da cewa dawowar ya kusan kusan shekaru 3 zuwa 3.5 kawai.Don haka yana da lafiya ya dawo cikin wannan sashin kuma.Don haka za mu fito da ainihin adadin da ke cikin shirin da zarar mun rufe wannan shekara kuma za mu [saurara] kuɗin kuɗin mu na kyauta, abin da ke samuwa a gare mu.A taron manazarta a shekara mai zuwa, a lokacin, za mu ba ku lambobin.
Ee.Yallabai, ina da tambayoyi 2.Na daya shi ne, yaya ya kamata mutum ya kalli riko da masu talla a cikin kamfani?Wato - wannan ɗaya ne, idan za ku iya ɗan daki-daki a can?Na biyu kuma, idan mutum ya kalli babban birnin aiki akan kasuwancin da ba shi da natsuwa, wanda zai yi nuni da sauran tallace-tallace, ya dan tashi kadan tun Maris daga kwanaki 90 zuwa kwanaki 112.Yaya yakamata mutum ya kalli layin Trend a nan?
Don haka Ritesh, mun riga mun fayyace hanyar sadarwar da ta gabata cewa ƙirƙira kuma duk a cikin gefen Adhesive kuma duk ya tashi musamman saboda dawowar tallace-tallace da aka yi.Don haka za a gyara a Q4.Kuma da fatan, sau ɗaya - hakuri, Q3, saboda Q3, ba za a sami takardar ma'auni a kan yankin jama'a ba, amma za mu raba duk mahimman lambobi a cikin kira na Q3.Don haka da zarar lambar Q4 za ta fita, cikakken takardar ma'auni na shekara, za ku ga cewa za a sami raguwa mai yawa a cikin matakin ƙididdiga kuma saboda waɗannan manyan kayayyaki ne, wanda ba haka ba - muna shirin ci gaba da kasancewa tare da mu saboda wannan farashin ya tashi zuwa gaban CPVC kuma saboda wannan dawowar kaya a gefen Adhesive.Shi ya sa kuke ganin kaya yana da yawa.Amma har yanzu idan aka kwatanta da ci gaban da kamfanin ya yi a farkon rabin, ba shi da yawa.Don haka bana tsammanin za a sami damuwa a cikin -- [shi, daidai]?Ko dai gefen manne ko gefen bututu cikin zagayowar babban birnin aiki.
Na biyu, saboda matsalar rashin ruwa a kasuwa, muna samun ragi mai kyau a bangaren biyan kuɗi.Don haka a wasu lokuta, za ku ga cewa wasu kwanakin masu ba da lamuni za su sauko, amma wannan ita ce dabarar kamfani cewa idan muna samun rangwame mai kyau na tsabar kudi, ba mu da matsala da tsabar kudi.Kuma ma'aikatan banki a shirye suke su ba mu kuɗi a 6.5% a yau.Don haka za mu sami kwanciyar hankali don cin gajiyar wannan fa'idar kuma inganta EBITDA ɗin mu.Don haka ban ga wata matsala a cikin sararin samaniya zuwa kowane mataki a cikin zagayowar babban birnin aiki ba.
Yanzu zuwa ga tambayar ku na riƙe mai talla.Ya riga ya kasance a cikin jama'a.Duk abin da Sandeep bhai ya sayar, shi ma yana cikin jama'a.Kuma babu wani canji face wannan.
Yallabai, tambayata ta shafi shin za a iya samun ƙarin wadata daga masu tallata?Ina tambaya ne kawai don tabbatar da cewa babu abin da ya wuce.
Babu shakka, cikakken 0 a cikin watanni 6 zuwa 12 masu zuwa, mafi ƙarancin, cikakken 0. A fasaha, muna sadarwa.
Yallabai, za ku iya yin tsokaci kan yadda farashin guduro na PVC da CPVC suka motsa yayin Q2?Kuma ta yaya suka kasance har yanzu a cikin Q3?
Don haka kamar Q2, duka biyun suna kan tafiya zuwa sama.Don haka CPVC shima ya hau saboda aikin hana zubar da ruwa.Hakanan, PVC yana kan haɓakar haɓakawa a cikin Q2.Kuma Q3 gaba, PVC ya fara faduwa yanzu.An yanke farkon INR 3 a kowace kilogiram ta Reliance a cikin watan Oktoba.Kuma CPVC, ba mu ga za a sami raguwa a cikin farashin ba, amma fiye ko žasa, yanzu daga nan gaba, ya kamata a kiyaye shi.Ba ma ganin hawan sama zuwa gefen CPVC a kasuwa.
Akwai iyakataccen sarari a cikin digo kuma watakila INR 1 ko INR 2, maiyuwa - ƙari, na iya yankewa, amma fiye da haka ba ma gani.Domin yanzu watan zai fara.
Yana da sake zagayowar a zahiri.Saboda damina da lokacin bukukuwa, an dan samu raguwar wasu bukatu.Kuma ban ga wani ƙarin faduwa, a zahiri.Bugu da ƙari, zai hau.
To, tabbas.Kuma yallabai, a cikin bututunku, EBITDA ta ruwaito a Q2, shin akwai wani bangare na ribar kaya?Kuma idan eh, za ku iya ƙididdige ɗaya?
Lafiya.Don haka yawancin haɓakar gefe na EBITDA ya zo galibi saboda fa'idodin amfani da aiki da Rex EBITDA wanda ke haɓakawa.Wannan shine mabuɗin ɗauka, dama?
Ee, abubuwa 2, haɓakawa na rex kamar yadda zaku iya faɗi ingantaccen haɓakawa.Domin mun kara farashin CPVC da kashi 8%.To wannan shine babban dalilin cikin haka.Ba wai kawai an iyakance shi ga kasuwancin Pipe ba.Ko da kun ga kasuwancin Adhesive kuma, akwai kuma babban gefe ya inganta.Idan ka cire -- idan ka cire lambar daga haɗaɗɗiyar -- sun ɗauka zuwa kasuwancin Standalone Pipe, za ka ga an sami ci gaba cikin babban madaidaicin kasuwancin Adhesive shima.Amma a zahiri, ba a nuna shi cikin EBITDA saboda an sami raguwa a saman layi.Saboda haka, duk kudina ya tashi.Kuma ko kudin ma’aikata ne, ko kudin gudanarwa ne, ko dai wasu kudaden kashewa.Amma yanzu da zarar rabin na biyu zai -- girma girma zai fara da babban layin ci gaban zai fara zuwa, to, duk tattalin arzikin sikelin riba zai kasance a can.Don haka ina da kwarin gwiwa cewa a cikin kwata mai zuwa, kasuwancin Adhesive shima zai kasance yana samun ci gaban EBITDA mai kyau saboda a zahiri babban gefe ya inganta a farkon rabin, amma ba a bayyana a cikin -- jujjuya zuwa EBITDA ba saboda wannan ƙananan tushe. saboda rashin girma a saman layi.
Na gode da yawa don amsawa da kuma taya murna kan jerin lambobi masu kyau tare da yi muku fatan alheri da bikin Diwali.
Taya murna ga kyakkyawan saitin lambobi.Don haka tambayata ita ce game da -- shin akwai wani sabon ƙarfin bututun CPVC da ke shigowa cikin masana'antar?
Ni ban san wannan ba.Wataƙila ɗan wasa na yanzu yana iya ƙara ƙarfin aiki, amma sosai - ban aƙalla sane cewa ana ƙara sabon ɗan wasan ba.Mutane da yawa suna magana, amma ba na tsammanin ina da wani ingantacciyar labari tare da ni cewa wani yana zuwa da iko mai yawa ko menene.Mai kunnawa na yanzu yana iya ƙara ƙarfin aiki.
Lafiya.Kuma yallabai muna ganin wata alama ta farko ta amfana daga gwamnati, manufar Har Ghar Jal?
To, har yanzu, manufar tana samun aiki a matakin gwamnati.Ba su sanar da daftarin manufofin karshe ko wani abu ba, yadda suke son yin, amma hakan na iya zama babbar dama.Amma har zuwa yau, ba na jin akwai wata lamba tare da mu.Idan kuna da, don Allah ku raba tare da ni.Amma ina tsammanin har yanzu suna aiki.
Lafiya.Kuma yallabai, a ƙarshe, game da kasuwannin maye gurbin.Don haka menene zai iya zama dama a kasuwannin maye gurbin?
Don haka har yanzu ana ci gaba da maye gurbin.Domin idan kun ga wani gini, wanda ke ƙasa - CPVC ya fara a cikin ƙasar a cikin 1999, kusan shekaru 20 ko fiye.Kuna ɗaukar kowane ginin shekaru 15 ƙari, zai kasance yana samun bututun ƙarfe ne kawai a cikin aikace-aikacen ruwan zafi.Don haka har yanzu dama tana nan.Wani sabon abu ga wannan kasuwancin.
To, menene zai iya zama kashi ɗaya, yallabai, wanda har yanzu yana nan, wanda ba a maye gurbinsa ba?Akwai (babu)?
Yana da matukar wahala a gano wannan lambar saboda babu wani bincike da ake gudanarwa kan kasuwar canji ta kowane daga cikin matsayin manazarta.Akalla bani da ingantacciyar lamba wacce zan iya rabawa tare da ku.
Yan uwa wannan itace tambaya ta karshe.Yanzu na mika taron ga Mista Ritesh Shah don rufe tsokaci.Na gode, kuma a gare ku, yallabai.
Eh, nagode, Aman.Hiranand sir, Sandeep bhai, kuna da wani sharhi na rufewa?Za mu iya rufe post cewa.
Na gode, Ritesh, sake tallafa mana.Kuma ina godiya ga dukkan mahalarta taron da suka halarci taron, da kuma yi muku fatan murnar zagayowar ranar Diwali da kuma sabuwar shekara mai albarka.
Na gode, kowa da kowa, kuma muna fatan sake saduwa da ku bayan watanni 3 daga yanzu.Kuma ku sami babban Diwali da hutu na farin ciki kuma.Na gode, kowa da kowa, kuma na gode, Ritesh.
'Yan uwa, a madadin Investec Capital Services da suka kammala wannan taro.Na gode da haɗa ku da mu, kuma yanzu kuna iya cire haɗin layinku.
Lokacin aikawa: Nov-04-2019