Nov 4, 2019 (Thomson StreetEvents) -- Ushicilelo oluhleliweyo lwe-Astral Poly Technik Ltd yenkomfa yengeniso yefowuni okanye intetho ngolwesihlanu, nge-25 Okthobha 2019 ngo-9:30:00am GMT
Manene nani madoda, usuku oluhle, kwaye namkelekile kwi-Astral Poly Technik Limited Q2 FY '20 yeNkomfa yoMvuzo uMnxeba obanjwe yi-Investor Capital Services Limited.(Imiyalelo yoMsebenzisi) Nceda uqaphele ukuba le nkomfa iyarekhodwa.Ngoku ndinikezela inkomfa kuMnu. Ritesh Shah.Enkosi, kwaye ndiya kuwe, mhlekazi.
Enkosi, Aman.Kuluyolo ukusingatha i-Astral kwinkomfa yekota.Sikunye nathi uMnu. Sandeep Njineli, uMlawuli oLawulayo, i-Astral Poly;kunye noMnu. Hiranand Savlani, iGosa lezeMali eliyiNtloko.Mhlekazi, ndiza kukucela ukuba uqale ngamagqabantshintshi okuqala kunye nokuthumela ukuba sibe neseshoni ye-Q&A.Enkosi.Ndize kuwe.
Siyanamkela nonke ngeziphumo zethu zeQ2 kunye nangomsitho wezibane, iDiwali.Ngoko ke okokuqala, sikunqwenelela uNyaka oMtsha owonwabileyo nonempumelelo kunye neDiwali eyonwabileyo.
Wonke umntu kufuneka ahambe ngeenombolo ze-Q2 kunye neziphumo.I--mandiqale ngeshishini lethu lePipe.Ishishini lePipe lenze kakuhle kakhulu ukusuka kwiikota ezi-2 zokugqibela.Ikwindlela ekhula kakhulu.I-CPVC ikhule kwaye iPVC ikhula ngokulinganayo.Kule kota yokugqibela, njengoko wonke umntu uyazi ukuba, kukho umsebenzi wokulwa nokulahla kwi-CPVC kwaye eye yanceda i-Astral ukuba ingakhuli kuphela kwimimandla eyahlukeneyo, kodwa ukongeza kumaqabane esiteshi nakwimimandla eyahlukeneyo.I-PVC ngokulinganayo yayinomngeni wayo wokunyuka kwamaxabiso kunye nokukhula kuba uninzi lwababoneleli beplastiki babeneemeko zokunganikezeli ngemveliso ngexesha njengenyanda yeCPVC kunye nePVC.Oko sikubona kwangaphambili kwiinyanga ze-6 ukususela ngoku, ukuba siya kuba nokukhula okuqhubekayo kuzo zombini i-CPVC kunye ne-PVC amacandelo kuwo wonke umgca wemveliso i-Astral yenza.Ngokukodwa kwicandelo le-CPVC, kwikota yokugqibela, senze okulungileyo kwishishini lethu le-Fire Sprinkler.Senze inani elihle leeprojekthi.Iimarike ezininzi ezintsha ziqalise ngoku zisebenzisa i-CPVC kwi-sprinkler yomlilo.Siphinde songeze uluhlu lweevalvu kwi-CPVC kwikota yokugqibela kwaye iya kuba ngokwenene ukuya kwimarike ukusuka kule kota.Ke silwenzile ukwandiswa kwimveliso yevalvu, iCPVC.Umzi-mveliso oseGhiloth emantla, kwixeshana elifutshane kakhulu, ufikelele ekusetyenzisweni komthamo ophantse ube ngama-55% -- 65%.Ngoko ke luphawu oluhle kakhulu, kwaye sele siqalisile ukusebenza koomatshini abongezelelweyo njengoko kufuneka kulo nyaka uzayo kumzi-mveliso waseGhiloth.Isityalo esisezantsi, ukwandiswa kuphelile.Siqalisile ukwenza umbhobho wekholamu ye-borewell ukusuka kwisityalo esisemazantsi ukuyisa kwimarike esemazantsi: iTamil Nadu, iKarnataka, iKerala kunye nenxalenye yeAndhra Pradesh kunye neTelangana kunye nenxalenye esemazantsi eMaharashtra.Leyo yenye yezona mpumelelo zinkulu ukuba sikhule kweli candelo, apho -- apho sikhula ngokukhawuleza okukhulu.Siye sagqiba uluhlu lweemveliso zePVC, esingazenziyo kwisityalo esisezantsi, ngakumbi imveliso yeplumbing: iPVC emhlophe.Ngoko ke olo longezo kwisityalo esisezantsi.Umzantsi unomsantsa omkhulu we-3 lakh square feet plus, ngoku esebenza ngokupheleleyo, unomgca ngamnye wemveliso okhoyo ukusuka kuloo ndawo.Siza kongeza ukusebenza ngokufanelekileyo kwiplanti esemazantsi, eya kuba -- inkqubo iya kuqalisa kungekudala kwiinyanga ezimbalwa ezizayo, kwaye kulo nyaka uzayo, siya kube sisenza zonke izinto ezihamba ngokukhawuleza zokufakelwa kweCPVC kunye nePVC ukusuka. isityalo esisezantsi eHosur.Ke iHosur ngoku liziko elikhulu le-Astral, kwaye i-Astral iya kuqhubeka nokwandisa indawo yayo eHosur emazantsi.
E-Ahmedabad, ibhalansi efunekayo yokwandiswa iyenzeka ngokuqhubekayo eSantej.Ngoku sijonge ukuphuculwa ngakumbi kweplanti kunye nokwenza isityalo sibe ngokuzenzekelayo.Isityalo se-Ahmedabad, esifanelekileyo, ukupakisha konke kuyazenzekela ngoku.Ke sinoomatshini abalungisa izinto zokufakelwa kwaye bapakishe oko kufanelekileyo.Ke senze iautomization yokupakisha ukufakela, kwaye ngoku siza ku-automization yokupakisha imibhobho nayo.Ngoko kuya kuba kusinceda ukuba singakhuli ngokukhawuleza nje kuphela, kodwa silondoloze kwiinkalo ezininzi.
Ngokufanayo kwiplanti e-Dholka, siye sandisa umthamo wethu wokuvelisa i-valve, amandla ethu okwenza i-granite fittings.Uluhlu olufanelekileyo lweAgri ngoku lugqitywe ngokupheleleyo.Uluhlu lwezolimo, nantoni na ekhoyo ngabakhuphisana nabo kwimarike ye-Astral.Kwaye siqale umsebenzi wokwenza umzi-mveliso wangoku ukwenza kuphela uluhlu olupheleleyo lweendawo zoshishino kunye nemibhobho -- iivalvu zemibhobho.Kwaye esi sityalo siza kuphinda sisebenze kunyaka ozayo.Ngoko kukho inkqubo yokwandisa eqhubekayo kuzo zonke izityalo zombhobho e-India nge-Astral.
Umsebenzi wesolar -- uphahla, ebesiwuphathisile kwinkampani uya kugqitywa kwinyanga ezayo.Ngoko ke siya kuthi-- zonke izityalo zethu zibenezixokelelwano zelanga eziphezu kophahla ezisebenza kwisithuba esingangenyanga.
Umhlaba esiwufumene e-Odisha, kwaye umsebenzi uqalile, iiplani zokwakha zifriziwe.Iiprojekthi zimisiwe.Umhlaba une-- iikhonto kufuneka zilungelelaniswe, ngoko ke sele siqalile ukulinganisa umhlaba.Kwaye kungekudala, kwiinyanga ezimbalwa ezizayo, siya kuqalisa umsebenzi wokwakha e-Odisha.Kwaye kunyaka ozayo, isiqingatha sethu semali esilandelayo okanye ngaphambi kokuphela kwemali elandelayo, isityalo se-Odisha siya kusebenza ngokupheleleyo.
Ngaphandle koko, inkqubo yokukhupha ingxolo ephantsi, esiyithengisela imakethi yaseIndiya ikwasinike ukukhula okuncomekayo, kungekuphela nje kwimarike yaseIndiya, kodwa nakwiintengiso kumazwe angaphandle.Kwaye ngoku samkelwe ziiprojekthi ezininzi apha -- kwiglobhu, kuMbindi Mpuma, kwinxalenye yeSingapore.E-US, kukho imarike, esiza kuyivula kungekudala.E-Afrika, besithumela ngaphandle le mveliso.Imveliso ye-PEX, esiyiphehleleleyo, i-PEX-a.I-PEX-a yi-PEX ekumgangatho wehlabathi kwaye iteknoloji ekumgangatho wehlabathi kwi-PEX, ekhoyo, ibisenza okulungileyo.Besifumana iiprojekthi ezahlukeneyo kwi-PEX.Besisoloko sibonelela nge-PEX ngokuqhubekayo kwi-brand ye-Astral phantsi konxibelelwano lwetekhnoloji kunye nenkampani yaseSpain.Uninzi lwezixhobo zabo ngoku sizenza eIndiya kwaye zivela eIndiya kwisityalo sethu ngokwaso okanye kubanikezeli bobhedu.Kwaye siza kujonga ngokusondeleyo kumatshini kunye netekhnoloji kwi-PEX-imveliso, ekufuneka iphinde isebenze e-Astral kwiminyaka eyi-1 ukuya kwi-1.5 ezayo.Ke siza kube sisenza i-PEX imveliso yasekhaya eIndiya, sisenza iPEX-a, eyenziwa kwihlabathi jikelele ziinkampani ezimbalwa kakhulu kuba kunzima kakhulu ukwenza ukuba nobuchwepheshe obuphezulu kakhulu, kwaye njengePEX, iPEX iyafumaneka kwiPEX-a. , b kunye no-c, kodwa i-PEX-a yimveliso yokugqibela kwi-PEX, apho i-Astral iza kuzisa kwaye ihambise kwimarike yaseIndiya kwaye yenziwe - iya kuvelisa eIndiya kungekudala ukusuka ngoku ukuya phambili.
Sikwajonge ubuchwephesha obuthile obutsha kwimibhobho yamacangci enamadonga aphindwe kabini, esiza kuyityhila kwiinyanga ezizayo.Oomatshini bemibhobho enamacangci abaphindwe kabini sele besebenza ngoku.Sandiswa ukuya kumandla aphezulu ngokubeka omnye umgca e-Sitarganj e-Uttaranchal ukubonelela kwi-Uttaranchal kunye neeprojekthi ezininzi enyakatho.Sinomatshini osebenzayo eGhiloth, ongumatshini omkhulu, onokuya kuthi ga kwi-1,200 mm ububanzi.Kwaye sinenye i-corrugator, eya kusebenza ukusuka kwinyanga ezayo eHosur.Ke ngaphandle kwe-Sangli, siya kwenza imibhobho emdaka eHosur naseGhiloth, ezizizityalo ezi-2 zeAstral.Kwaye i-Sitarganj yayisele isityalo apho ukwandiswa kwamandla kunye noluhlu lugqityiwe.
I-Sangli nayo -- zininzi izigqibo ezenziweyo zokwandisa.Ezinye zezigqibo ziphunyeziwe.Abanye oomatshini baye -- ba-odolwe kwaye basendleleni.Sele siza kwandisa kwaye sibeke umatshini ohamba ngesantya esiphezulu kwimibhobho yamathango esetyenziselwa ukutsalwa kwentambo.Sele siwufumene umhlaba osecaleni kumhlaba wethu, apho siza kuthatha inkqubo yokwandiswa kombhobho wamalahle, onokuthi usetyenziselwe ukuthuthwa kwamanzi emiseleni, eya kuthi inyuke iye kuthi ga kwii-2,000 mm ububanzi.Iprojekthi iyaqhubeka, kwaye siza kube sikhenkcisa iprojekthi enye kwiinyanga ezimbalwa ezizayo ukusuka ngoku.
Ke neshishini apho singene kulo kulo nyaka uphelileyo lisendleleni yokwandisa, ukukhula kunye nokuzisa ubuchwepheshe obutsha.Ngokubanzi, kwishishini lePiping, i-Astral igcine ubuchwephesha bayo, izisa iimveliso ezintsha, iimveliso zanamhlanje, izisa kwimarike, iyenza isungulwe kwaye izise iimveliso zetekhnoloji kunye neemveliso ezingcono, kodwa ngezona teknoloji zikhoyo kwimarike. kwihlabathi kunye neyona ndlela ifikelelekayo yokuzisa kumthengi waseIndiya.Nantso into ebesiyenza, kwaye siza kuqhubeka siyenza.Kwaye siyakhula kwelo cala.
Ezinye iindaba ezimnandi zezokuba kukho ukukhula okuhle kunye nokwandiswa nakwisityalo eKenya, eNairobi.Kwaye iNairobi, eKenya, isityalo sikwi-EBITDA entle.Ilahleko yemali ayisekho ngoku.Kwaye siya kubona ukukhula okulungileyo kunye neenzuzo ezilungileyo ngokuza kwe-1 ukuya kwiminyaka emi-2 ukusuka kwisityalo esifanayo.Kwaye kuya kubakho ukwanda okwenzekayo eNairobi kunye namaqabane ethu apho.
Ngokubanzi, imeko yokubhobhoza, ngokukodwa kunye nokudityaniswa kwezixhobo ze-CPVC kunye nemeko ye-PVC kunye nomgca wemveliso kunye nokufikelela kunye nokudalwa kwenethiwekhi, eyenziwa yi-Astral kwaye eqhubekayo iya kunceda i-Astral ukuba izigcine ekukhuleni. indlela yekota ezizayo kunye neminyaka ezayo nayo.
Ukuza kwishishini lokuncamathelisa.Njengoko besele sinxibelelana ukuba sifumana utshintsho kwinkqubo yethu yenethiwekhi.Olo tshintsho luphelile ngokupheleleyo, yonke into.Utshintsho olutsha sele lukhona.Utshintsho olutsha luzinzile.Ukususela kwinyanga yokugqibela ye-1 ukuzinza.Sibona ukukhula.Sibona iimpawu ezintle zoko.Sibona ukufikelela kuye kwanda.Sibona indlela esenze ngayo ishishini lokuncamathelisa ngokwamacandelo.Wood: kukho iqela elahlukileyo, intloko eyahlukileyo.Isondlo: kukho iqela elahlukileyo, intloko eyahlukileyo.Imichiza yokwakha: kukho iqela elahlukileyo kunye nentloko eyahlukileyo.Kwaye konke oku kuzisa iziphumo, kwaye ndiyaqinisekisa ukuba iikota ezizayo, kuya kubakho iziphumo ezihle kakhulu, kwicala lokukhula nakwicala lokuphucula umda, nokuba loluphi na uphuculo olungcono esilufumanayo.
Kwangaxeshanye, sasisele sinxibelelane ngolu tshintsho kwaye oku -- silugqibile lonke utshintsho ngoxolo, ngokufanelekileyo, ngaphandle kwemiba, ngaphandle kwamatyala amabi, ngaphandle kweminye imiba evela kwimarike.Kwaye oku kuya kusinceda ukuba sithathe ishishini le-Adhesive ukuya kwinqanaba lesibini.Sele sikhulisa uluhlu apha.Sele sinomthamo, ngoko ke sizakube sibeka iimveliso ezintsha.Sele siphehlelele iRESCUETAPE yethu eIndiya, eqhuba kakuhle kakhulu, evela eUnited States.Ngoku sineResiQuick, ekwasendleleni yokukhula, kwaye ukukhula okwenyani kwenzeka apho.Siye saqalisa imisebenzi eyingozi yokubeka uphawu kwimarike, nto leyo ikwasincedayo.Lilonke, ishishini likwicala elihle lokukhula kunye nekamva leshishini.
Ukuza kwishishini lokuncamathelisa e-UK, nalo liqhuba kakuhle kakhulu apho.I-BOND IT ibisenza amanani abalaseleyo okukhula kunye namanani omda, endicinga ukuba u-Hiranand bhai uya kubelana ngawo.Ngokufanayo, ukusebenza kwe-US kukwakwi-EBITDA kwaye -- akukho lahleko yemali eyenzekayo kwiinyanga ezi-6 ezidlulileyo.Ngoko ke nayo inika isiphumo esihle kakhulu.
Ke xa iyonke ukuyishwankathela, amashishini aqhuba kakuhle, iPipe kunye ne-Adhesives.Sine-bandwidth elungileyo yabasebenzi, esiye sanyuswa.Sihambe neenkqubo zabathengisi, abatywini, abachweli, ngoku eziqhutywa kwii-apps kwaye zilawulwa bubuchwepheshe.Siyazandisa kwi-teknoloji ngaphambili kwishishini.Iikhemistri zeMveliso, i-bandwidth yeqela, izixhobo zabasebenzi, sihlala sisongeza izixhobo ezingundoqo zabasebenzi kuba siyazifuna ngokukhula.Itanki yokucinga iya iba nkulu kwaye ibe nkulu ukusuka kwiinyanga ezi-6 ezidlulileyo, kodwa itanki yokucinga iye yaba nkulu kakhulu, kwaye sinomthombo olungileyo wabasebenzi, osincedayo kwindlela yokukhula.
Ke siyaniqinisekisa ukuba -- kwiikota ezizayo kunye neenyanga zokuqhubeka kule ndlela yokukhula kunye nokuzisa ukukhula okuhle kunye namanani kwiikota ezizayo.Ndizakunikela kuMnu. Savlani akuse amanani, emva koko sijonge imibuzo kunye neempendulo.
Mholo emva kwemini, wonke umntu.Enkosi, Ritesh, ngokubamba le mnxeba.Kwaye uDhanteras owonwabileyo kubo bonke abathathi-nxaxheba, kwaye ndikunqwenelela iDiwali eyonwabileyo kunye noNyaka oMtsha omnandi kwangaphambili.
Ngoku onke anamanani esandleni, ngoko ke ndiza kudlula ngokukhawuleza amanani, kwaye siza kugxila ngakumbi kwiseshoni ye-Q&A.Ngoko kufana nesiseko esidibeneyo, ukuba ubona amanani e-Q2, ukukhula kwengeniso kujikeleze i-8.5%, kodwa ukukhula kwe-EBITDA yi-24.16%.Kwaye ukukhula kwe-PBT yi-34.54%.Ngokuqhubekayo, sinika uluvo lokuba ngoku inkampani yethu igxile ngakumbi kumda ongaphambili, kwaye umda uya kuba ngcono kunokukhula komgca ophezulu.Kwaye ngenxa yesi siphumo serhafu, ukutsiba kwePAT kumalunga nama-82%, ikakhulu ngenxa yokuthotywa kwerhafu yenkampani ebhengezwe ngu--kutsha nje nguRhulumente waseIndiya.
Ngoku iza kwicala lecandelo.Ukukhula kombhobho kwikota yokugqibela kwakumalunga ne-14% ngokwexabiso kwaye ngokumalunga ne-17% ngokwemiqathango yomthamo.Indlela endiyibale ngayo i-17% ndiyakwazi ukukuchazela ukuba kunyaka ophelileyo besingenawo amanani omthamo weRex.Ke kulo nyaka, sinamanani eRex.Ngoko siyisusile kwinani lilonke inani leRex.Kunyaka ophelileyo inani laliyinombolo yodwa yombhobho weAstral, hayi inombolo yeRex.Ke ukuba ususa le 2,823 metric tonne kwinani, esilipapashiweyo, ngama-34,620.Ukuba ususa i-2,823, iphuma ibe yi-31,793.Ukuba usebenza kuma-27,250, malunga, iya kuba yi-17%.Ngokufanayo kwisiqingatha sonyaka, kwinani lilonke lentengiso ye-66,349, ukuba sisusa isiqingatha sonyaka senani le-Rex, inani lomthamo we-5,796 ye-metric tonne, liyakufika kwi-60,553 ye-metric tonne.Ukuba usebenze kwinani lomthamo wonyaka ophelileyo we-49,726, iya kuba ngokuthe ngqo i-22% yokukhula komthamo we-ex-Rex ngale nombolo ye-Rex, esele siyipapashile.
Ke ukukhula kwe-EBITDA kwishishini lePiping kwakumalunga nama-36%.Ukukhula kwe-PBT kwakungama-56%, kunye nokukhula kwe-PAT ngenxa yale nzuzo yerhafu, yayiyi-jump enkulu kakhulu, i-230%, ukusuka kwi-INR 30 crores ukuya phantse kwi-INR 70 crores.
Ngoku ukuza kwicala le-Adhesive yeshishini, ukukhula kwengeniso kwakungalunganga nge-6% kwi-Q2.Oku kungenxa yokuba sinxibelelane kunxibelelwano lwethu lokugqibela ukuba sitshintsha isakhiwo.Ke ngenxa yoko, siyazi ukubuyisela uluhlu lwabasasazi--uxolo, kumthengisi.Yiyo loo nto iboniswa njengembuyekezo yokuthengisa, kwaye yiyo loo nto umgca ophezulu ubonisa okungalunganga.Kodwa ukuba ususa imbuyekezo yokuthengisa, linani eliqinisekileyo.Kwaye eso sesinye sezizathu zokuba uluhlu lwempahla lwenyukile ngaphandle kwecala lePiping ngenxa yokubuya kwempahla kwikota yokugqibela.
I-EBITDA yayingenxa yaloo nto imbi kuba kufuneka sithathe ilahleko kwimbuyekezo kuba xa sasibhukisha intengiso ngelo xesha inzuzo yayikhona.Xa sithatha imbuyekezo siye sabala uqingqo-maxabiso ngokweendleko.Ke ukuya kuthi ga ngoku, umda uhlile.Ke ngenxa yoko, i-EBITDA ingalunganga nge-14%.Kodwa xa iyonke, ukuba siyayikhupha le siphumo, inani le-EBITDA likwalungile kwaye ukukhula komgca ophezulu kukwalungile.Kwaye ukusuka apha ukuya phambili, sibona ukuba ngoku sele sigqibile.Ndingathi phantse i-95% yomsebenzi wenziwe kuba mhlawumbi izinto ezingakhathaliyo zinokuphuma kule kota, kodwa kungenjalo sigqibile.Ke ukusukela apha ukuya phambili, siyabona ukuba kufanele ukuba kubekho ukwandiswa komda kwakhona kwaye kufuneka kubekho ukukhula komgca ophezulu nakwicala lokuncamathelisa leshishini.
Ngoku imeko yonke yePipe kunye ne-CPVC kunye ne-PVC, njengoko uMnu Njineli wachaza, unempilo kakhulu, kwaye ayikhawulelwanga kwi-Astral kuphela.Bonke abadlali abalungelelanisiweyo kwishishini baqhuba kakuhle.Ke sibona kwangaphambili ukuba ikota ezayo iya kuba kukukhula okunempilo.Kodwa ewe, phantsi, imeko ayinkulu kangako.Ngoko kufuneka sihlale silumkile kwaye kufuneka silumke.Yiyo loo nto singafuni ukuqikelela amanani ngokungeyomfuneko kwaye konke ukukhula.Kodwa ngokubanzi, imeko ilungile.Sibona imeko entle emhlabeni, ngakumbi kwicandelo lemibhobho.Kunokubakho isizathu sokutshintsha ukusuka kwicala elingacwangciswanga ukuya kwicala elicwangcisiweyo.Kwaye kunokubakho isizathu soxinzelelo kumdlali olungelelanisiweyo nakwicandelo lemibhobho.Ke oko kukwanegalelo kubo bonke abadlali abakhoyo abalungelelanisiweyo emarikeni.
Imakethi izele yimiceli mngeni, kodwa phakathi kwale miceli mngeni, njengoko kuchaziwe kwikota edlulileyo ukuba, inkampani yethu igxile kumgangatho wephepha lomncono kwaye onokuwubona kakuhle kakhulu kule kota.Ngaphandle kwemiceli mngeni emininzi kuqokelelo kunye nemali yokuhlawula amatyala emarikeni, sizamile ukuphembelela umjikelo wethu wokuqokelela.Kwaye ungabona kulo nyaka uphelileyo, ngoSeptemba, ingqokelela yayi--imali efunyenweyo yayimalunga ne-INR 280 yecrores.Kwakhona, ukuba kulo nyaka, yi-INR 275 crores, ngoko ke phantse inqanaba elipheleleyo kukho ukuhla, nangona kunjalo, ukuba inkampani ikhulile ukuya kumgca ophezulu nge-17%.Ke ngoko, ngononophelo kakhulu singena emarikeni.Asifuni kugxila ekukhuleni kuphela, kodwa eyona nto iphambili ekujoliswe kuyo yinkampani yethu kukwicala lephepha lomncono kwaye ngakumbi kwicala elinokufunyanwa.Icala le-inventri kwakhona, ukuba uyabona, akukho ukwanda kuninzi kuluhlu.Kunyaka ophelileyo, yayiyi-INR 445 yecrores.Kulo nyaka yi-INR 485 yecrores.Ngoko ke malunga ne-9% yokwanda kwe-inventri, kwakhona ukukhula okuphantse kube yi-17%.Kwaye ukunyuka okuncinci kwi-inventri kwakungenxa yembuyekezo eyenzeka kwishishini lokuncamathelisa.Kwaye njengoko sasilindele ukuhlaziywa kwexabiso kwi-CPVC ngaphambili ngenxa yomsebenzi ochasene nokulahla.Ke sithenge i-CPVC phezulu kancinci kunemfuno yethu yesiqhelo ukuthatha inzuzo yokunyuka kwamaxabiso kwimarike ukuze sithathe inzuzo yevolumu nakwiikota ezizayo.
Njengoko kuchazwe nguMnu. Njineli, umsebenzi wokwandisa uqhubeka kakuhle.Kwaye uyabona nakule kota, songeze iitoni ezingama-15,700 zeemetric kumthamo.Ke amandla ethu, ebekunyaka ophelileyo, i-174,000 yeetoni zemetric, enyuke yaya kutsho phantse kuma-220,000 eetoni zeemetric.Ulwandiso luyaqhubeka -- ngendlela egudileyo, kwaye siyabona ukuba ukwandiswa komthamo kuya kwenzeka kwisiqingatha sesibini kwakhona, ngakumbi kwiHosur.
Ngoku siza kwicala lamatyala, sikwimeko esempilweni kakhulu, kwaye ityala eliseleyo kwiphepha lomncono limalunga ne-INR 170 yecrores kuba sinamatyala e-INR 229 crores malunga.Kwaye sihleli kwimali ejikeleze-- malunga ne-INR 59 yecrores.Ke intsalela yetyala imalunga ne-INR 170 yecrores, elityala elingenamsebenzi kwiphepha lomncono.
Ndinemibuzo embalwa kaSandeep bhai de umgca wemibuzo udibane.Mhlekazi, umbuzo wokuqala ukwezinye iintengiso.Uye wabalaselisa i-rejig yokuhambisa esiyenzayo.Ke mhlekazi, unganceda unike iinkcukacha ezithile malunga notshintsho kuxanduva lolawulo kunye nezongezo ezintsha esizenzileyo.Kwaye okwesibini, sibona nini ukukhula kwengeniso ye-30% kwi-Q-on-Q?Ngumbuzo wam wokuqala lowo.Omnye umbuzo ngowokuba, ukuba ungabonisa ubungakanani bemarike yeevalvu, iiborewells -- imibhobho yeborewell?Kwaye okokugqibela, naluphi na uhlaziyo oluthe ngqo kwimveliso evela kwi- [ADS] ebesithethile ngayo ngaphambili?
Ukuza kwi-Adhesives, i-bandwidth yabasebenzi, ngakumbi njengoko ubuze ukuba siza kwenza njani--ukufikelela kokudala sele kugqityiwe.Ngokwenyani besihambe ngendlela yokugcina abasasazi abakhulu kakhulu kwaye sibeka ijelo lethu lokuhambisa phantsi kwabo, ke itshaneli yethu yayisele isekiwe kwaye iyasebenza, kwaye songeze amanani ambalwa - kumanani ambalwa abasasazi abatsha kuyo yonke ingingqi.Le yayiyinkqubo ephantse ibe ziinyanga ezisi-8 ukuya kwezi-9.Andithi yenzeka ngobusuku.Ngokwenene siluqalile utshintsho ukusuka kuJan-Feb walo nyaka ka-2019, kwaye siyigqibe kwinyanga ebuyileyo.Namhlanje, ukubekwa kweetshaneli kunye nothungelwano losasazo kuwo wonke urhulumente sele lugqityiwe.Kodwa kunjalo, iyaguquguquka, ukongezwa kunye nokususwa kuya kuhlala kusenzeka rhoqo.Kusenjalo kuyenzeka kwiPipe enobukhulu obungaka.Kwaye sineentloko zamazwe esele zikhona.Sinommandla kwaye sinabantu abancinci abasebenza kwimarike yokuthengisa, ekhoyo.Sineentloko, eziphakathi kwazo kunye neentloko zombuso zikhona.Kwaye uthungelwano lwabasebenzi sele lukhona.Kuphela kwinqanaba le-HR, siye sangenisa kwaye sikwinkqubo yokungenisa abantu abadala abambalwa kuwo onke amanqanaba.Ezinye zolu nyuso ziya kwenzeka ngokuza kwe-10 ukuya kwiintsuku ze-15 ukuya kwinyanga.Asinakuchaza naluphi na olu lwazi ukuza kuthi ga ngoku.Kodwa indlela efanelekileyo yokulungiswa, indlela efanelekileyo yokungeniswa kunye nomlinganiselo ochanekileyo kunye nomgangatho ochanekileyo kunye nolwazi oluchanekileyo, olufunekayo kwishishini lokuqhuba i-bandwidth yabasebenzi iyanda kwaye iya kwandiswa kwiintsuku ezimbalwa ukususela ngoku.
Ukungena kwinani lakho lokukhula nge-30%, endingatsho ukuba akunakwenzeka, kodwa kwangaxeshanye ndingathi kuqala masibuyele kulaa 15%, 20%.Masizinzise ngokwethu.Nonke niyazi ukuba kukho imingeni emarikeni phambi kokujikeleza kwemali.Le mijikelo icotha kancinci kuzo zonke ii-engile.Kwaye ke sifuna ukukhula, kodwa singakhuli ngamatyala amakhulu emarikeni.Sifuna ukukhula kunye nomjelo ochanekileyo wokusabalalisa, apho umjikelo wethu wemali ukhuselekile kwaye kwenzeka kanye njengoko kwenzekayo kwimarike yombhobho kunye nakwimarike yokubambelela kunye nezinye iinkampani.
Ke ewe, liphupha kuthi ukungena kulamanani ka-30 xa udibanisa, kodwa izakuthatha ixesha ukusuka ngoku.Kwaye singathanda ukungaphawuli ngale nto, ukuba izakuthatha ixesha elingakanani.Kodwa oko bekuya kuba lusukelo lwethu ukuze silufikelele.Kodwa ndiyakuqinisekisa ukuba i-Adhesive iya kunika ukukhula okulungileyo kunye namanani amahle kwiinyanga ezizayo kunye neekota ezizayo.
Ukuza kwishishini leValve.Ishishini leValve likhulu kwihlabathi jikelele.Zimbalwa kakhulu iinkampani ezenza iivalvu.Kwaye andithethi ngeevalvu kuphela, endifuna ukungena kuzo yeyemibhobho yamanzi.Ishishini leValve likhulu kakhulu kwishishini kunemibhobho yamanzi.Kwaye sigxile ekungeneni kungekuphela nje kuluhlu lwevalvu yeplumbing, kodwa nasekuveliseni iivalvu ezifunekayo kushishino olufana neevalvu zebhola, iivalve zebhabhathane kunye nezinye ezahlukeneyo.Ke yinkqubo eya kuthatha iminyaka emi-2 ukuya kwemi-3 ukongeza olu luhlu lonke.Yinkqubo eza kufuna ubuchule obuphezulu.Yinkqubo efuna ulawulo oluqaphela umgangatho, ulawulo lomgangatho, ulawulo lokujonga.Ke ishishini leValve yinto enokuthathwa njengeshishini lehlabathi.Kwaye siya kuba sikwishishini leValve ukuya kuthi ga kwi-intshi ezili-12 kwaye nangaphezulu--iivalvu ezinkulu.Yiyo ke le nto inkqubo yethu.Kwaye andinakubala amanani, aya kuza, kodwa ndiyakwazi ukubala ukuba kuya kubakho ukukhula okulungileyo, amanani amahle kunye nezivalo ezihlala zihleli kwihlabathi jikelele, uyabona, zihambisa imida engcono kunemibhobho kunye nezinto zokufakelwa.Ke leyo yinjongo yethu kwiiValves.
Ishishini le-Borewell okanye i-Column Pipe, siye sakhula ngesantya esilungileyo kwi-valve (engabonakaliyo) i-ADS.Ewe, side sikhuphe i-ad hoc xa kufikwa kwi-ADS.Ikholamu, besikhula kakuhle, yiyo loo nto-sisizathu sokuba sonyuse umthamo, into ebesinyanzele ukuba siyizise kwintengiso kwiinyanga ezimbalwa ezidlulileyo, kwaye kuye kwafuneka ukuba siphulukane nocwangco okanye ixesha lethu lokuhambisa laliyi-10. ukuya kwiintsuku ezili-15.Ngoko ke sivala esi sikhewu.Kwaye siyenza ibe yingingqi ngakumbi kuba emazantsi yimarike enkulu yemibhobho yokubhobhoza.Ngoko sikuHosur.Iindleko zethu zokuhamba kunye nexesha lethu lokwenza imveliso ifumaneke zinokuncitshiswa.Ngoko ke apho.Ngoku siza kwi-ADS, sele sele imveliso apha, kodwa sisebenza kweli candelo lokuvunwa kwamanzi, elibizwa ngokuba [umsebenzi] ngamanzi.Kwaye lo ngumxholo we-Indiya kuphela kodwa ihlabathi namhlanje.Alithandabuzeki elokuba sineemvula ezintle.Ke abantu baya kulibala kangangexesha elithile, kodwa eneneni xa ufumana iimvula ezilungileyo kufuneka ube nesivuno esihle kwakhona.Ngoko ke xa ndithetha ngokuphandle, mandingaphumi nawo nawuphi na kule mifanekiso ingokuvunwa kwamanzi nendlela esiceba ngayo.Siza kukwazisa ngoku malunga noku mhlawumbi kumnxeba olandelayo okanye ekupheleni konyaka.Kodwa ewe, sisebenza kulo mbandela.Kwaye oku nkqo, andinakuyiphatha njengenxalenye yemibhobho yamanzi.Kume nkqo ukuvunwa kwamanzi, kwaye yona ngokwayo ingumbandela omkhulu.Kwaye xa sele sineenyawo eziqinileyo kule nto, siya kubuya, kodwa ewe, sisebenza ne-ADS kulo mgca wemveliso.
Kwaye siza kubuyela kuwe malunga nale nto siyenzayo kwaye zithini izicwangciso zethu kwaye sizityhila njani mhlawumbi kwi-1 okanye i-2 yekota, kwaye ke sinokukwazisa ukuba sizakuyithatha njani ngaphambili ukusuka apho ekukhuleni. cwangcisa kwaye emva koko -- kunye neemarike.Ke oko kugqiba impendulo yam.Enkosi.
Sivuyisana ngokukhula koMbhobho owomeleleyo.Mhlekazi umbuzo wam wokuqala ngowokuba, ngeli xesha, ngaba siyasigcina isikhokelo sethu se-FY '20?Ndiyazi ukuba ngokumalunga nokukhula komthamo siye sanikezela ngokugqithisileyo kwisiqingatha sokuqala kunento ebesiyibeke ekuqaleni konyaka nge-15%.Kodwa ndikubuza ukusuka kwindawo yokujonga ukukhula okuphindwe kabini kwi-Adhesives?Kwaye bendifuna ukuqonda ukuba kwenzeka ntoni kwi-Rex malunga nokuba sibuyisela imida kwindlela ngokwemigangatho yemeko ezinzileyo ebesiyibeke malunga ne-13% ukuya kwi-14%?
Enkosi, Sonali, ngemibuzo yakho emi-3, apho ikumbuzo omnye.Ke okokuqala, ukuza kwicala lePipe, iPipe, ewe, siye sanxibelelana nge-15% yohlobo lokukhula kwevolumu kwaye isiqingatha sokuqala sinikezele malunga ne-22% yevolumu.Ke ewe, siphambi kwesikhokelo sethu.Kodwa imarike igcwele imingeni.Kodwa ukusukela namhlanje, kujongeka ngathi ngokuqinisekileyo siza kuwela isikhokelo sethu.Siza kuwela kangakanani, ixesha liya kuxela, kodwa inyaniso ekhoyo ngoku ukuba iimeko zemarike zilungile.Ke ngethemba, gcina umnwe, siza kube sigqithisa isikhokelo sethu sokuqala se-15%.
Ngoku kuza kumbuzo wesibini kaRex wakho.Ke uRex uqhuba kakuhle.Kodwa ewe, ukukhula kwevolumu akukakhuli kakhulu ngenxa yezizathu ezininzi, ngakumbi nantoni na esinokuyithetha, kodwa loo ndawo yaseSangli izaliswe ngamanzi.Kwangosuku olungaphambi kwezolo kwakukho imvula enkulu apho kwaye amanzi ayegawulwa kwiindawo zomzi-mveliso nako.Kwaye nakwinyanga ephelileyo, ibiyimeko efanayo.Ke siza--ngoku ndicinga ukulungisa yonke le miba.Kwaye ngoku songeze umthamo kweyethu -- kwesinye isixhobo nakwimveliso yeRex.Ke loo nto iza kusinceda ukuba sifikelele kwi-logistic front, kwaye oko kuya kusinceda sikhulise umthamo kwikota ezayo.Kodwa ewe, kumda ongaphambili, sibuyile.Senza umda osempilweni kakhulu kwelo candelo kwakhona.Ayifani ne-6% yohlobo lomda, owubonayo kulo nyaka uphelileyo, kodwa sinqumla umda onamanani amabini ukuya kwi-Rex nayo.
Umbuzo wakho wesithathu ubunxibelelene neNcam.Ukuncamathela, nathi si--sele sinxibelelane kumanqaku angaphambili ukuba sisebenza nzima kuloo nto.Kwaye nantoni na ukulungiswa ebesifuna ukuyenza, ndicinga ukuba phantse yenziwe.Ndatsho sele ndisithi i95% yolungiso yenziwe.Incinci isenokushiywa ngaphandle, enokuthi igqitywe kule kota.Ke ngethemba, uya kubona inombolo yokuncamathela nayo iya kubuya.Kuselithuba ukuba sitsho ukuba siza kuhambisa ukukhula okuphindwe kabini kunyaka opheleleyo, kodwa ewe, ngokuqinisekileyo, isiqingatha sesibini siya kuba kukukhula okuphindwe kabini kwi-Adhesive.Siza kuzama konke okusemandleni ethu ukuvala intsilelo kwi-Q4, kwaye sisisebenzile isicwangciso sokukhula okuphezulu kwi-Q4, kodwa gcina umnwe kuba sisebenza kumacala amaninzi.Njengokuba ixesha liza kufika, siya kuyivula indlela esenza ngayo kunye nendlela esenza ngayo.Ke sinethemba kakhulu, ndingatsho ngolo hlobo, kodwa kunzima kakhulu ukuthetha kweli nqanaba ukuba unyaka opheleleyo siya kuba nakho ukukhula okuphindwe kabini okanye hayi.Kodwa sizama kangangoko sinako.Siza kubona ukuba yeyiphi eyona ndlela sinokunikezela ngayo.
Kulungile, mhlekazi.Ngokwe-CapEx, i-INR 125 i-crores ukuya kwi-INR 150 crores.Ngaba lelo nani kufuneka...
Ewe, ndiyacinga ukuba siyakukhawulela kwelo nani.Kwaye ndicinga ukuba senze malunga ne-INR 80 crores okanye ngoko kwisiqingatha sokuqala, INR 75 crores, INR 80 crores.Ngoko ke phantse sisendleleni.
Ilunge kakhulu.Mhlekazi, kunye nombuzo wam wokugqibela, ngakumbi ngokwembono yoshishino.Mhlekazi, njengoko ubutshilo kumazwi okuqala ukuba kwezi kota zimbalwa zidlulileyo besibona ukukhula okusempilweni kwimibhobho, ngakumbi nakumphambili wevolumu.Ke mhlekazi, unganceda usincede siqonde ukuba ngawaphi amacandelo aqhuba ngcono kunamanye?Kwaye sifumana phi ukutsala?Zeziphi izicelo ekusenokwenzeka ukuba zezona zinegalelo elikhulu kolu luhlu lokukhula?Isuka nje kwicala lam.
Kwicandelo lemibhobho yamanzi, i-CPVC kunye ne-PVC ikhula kakuhle.Ngoko kukho ukukhula apho kwicandelo lemibhobho.Kwakhona, kukho ukukhula okwenzekayo kwiimveliso ezintsha nakuthi.Ngokukodwa icandelo loshishino lweziseko ezingundoqo liyakhula kuthi kwimfuno yemibhobho yeCPVC kunye nePVC.
Inye into ebendifuna ukuyongeza ngaphandle kokukhula kweRex, ekufuneka uyazi, kukuba iimveliso zeRex zihlala zikhula - ukukhula okuphantsi kwimonsoon.Kuba zonke iimveliso, ezenziwa nguRex zezokuhambisa amanzi kunye nogutyulo, oluhlala lubekwe ngaphantsi komhlaba.Ngoko kufuneka umbe imingxuma kwaye ubeke le mibhobho.Ehlabathini lonke oku kuyenzeka.Ukuba uya eYurophu, uya eJamani, uya eUnited States, yonke indawo.Kuyo yonke le misebenzi yendlela kunye nale mijelo yokuhambisa amanzi, e-United States, ithathwa ngexesha lehlobo.Ke ngoku uya kubona ukukhula okuhle kwemveliso yeRex kude kube ngoMatshi.Kuba ngeli xesha, imonsoon yayinde.Imvula iqhubekile nokunetha ixesha elide, kwaye yiyo loo nto uninzi lwale misebenzi yeziseko ezingundoqo, esenzelwa ukusebenzisa le mibhobho, iphantse yanqumama.So bendifuna nje ukucacisa ngale nto nayo.
Ngokuqinisekileyo mhlekazi, oku kuluncedo.Mhlekazi, kwaye mhlawumbi, njengokwandiswa koku, bendifuna ukujonga, ngaba sibona amahlumela aluhlaza ekwakhiweni abuyayo?Kuba ukhankanye ukuba icandelo lemibhobho liqhuba kakuhle kuthi.Ke bendifuna nje ukuqonda, ingaba le yimfuno entsha esithetha ngayo mhlawumbi yimfuno yokutshintshwa?
Hayi. Yeyokutshintshwa kwaye intsha.Inqanaba lokuthengisa, liyakhula kwaye inqanaba leeprojekthi nalo liyakhula.Kodwa andifuni kungena nzulu kuhlalutyo, eningcono kulo, nonke nina nihleli kwelinye icala.Bubuphi ubuthathaka kulo lonke ishishini kwicandelo lemibhobho, eliza kunceda i-Astral iqhubeke nendlela yayo yokukhula.Ke ndicinga ukuba uyazi yonke into ehleli kwelinye icala malunga nemeko yoshishino, imeko yepolymer, kwaye yonke le meko idityanisiweyo iya kunceda ubuncinci icandelo lombhobho weAstral ukugcina indlela yalo yokukhula phambili.
Imibuzo embalwa.Enye kule CPVC, kwaye esi sesinye sezizathu zokwandiswa komda obalulekileyo kule kota.Ubona ixesha elingakanani ukunqongophala kwe-CPVC ukuba ibe yeyokugqibela?
Bona ngokusisiseko, ndi--andifanelanga ndinike izimvo ngento karhulumente.Ngoko ke urhulumente makathathe isigqibo malunga noku.
Kulungile.Kodwa luhlobo luni lwenani eliqikelelweyo ekufuneka linikwe i--ndithetha ukuba ingakanani i-CPVC [isitokhwe] evela eTshayina naseKorea?
Ewe.Bendingazongena nakuloo number ngoba idata ye import zikhona.Kodwa ngokwenyani, akukho mntu ungenisayo kwiinyanga ezi-2, ezi-3 ezidlulileyo kuba eneneni ayinakwenzeka.Ukuba ungenisa, ugqiba ukuhlawula i-90% yentlawulo.Ngokwenyani, iindleko zakhe zokungenisa elizweni ziba ngaphezulu kweendleko zokuthengisa imveliso.
Jonga, ungenza amanani ukuba umntu uza kungenisa elizweni, ahlawule umrhumo we-90% kwaye ngaphezulu kwe-10% yepesenti kumrhumo wempahla kunye kunye nayo yonke eminye imingeni kwaye wenze icandelo, emva koko uthengise, ngokwenyani ndicinga ukuba - - ngokwenene uya kwenza ilahleko ekuthengiseni loo mibhobho.Ngoku xa ufika kumanani aseTshayina naseKorea.Ukuba uhamba kwimbali, babenika i-Indiya i-30% ukuya kwi-40% ye-CPVC.I-40% yemfuno yakho yenyanga iphuma kulo lonke ikhonkco, ngokuqinisekileyo kuya kudala ukunqongophala.Ukuba i-40% iphuma kwikhonkco ayiyi kuzalisekiswa ngabavelisi be-3.Ngaphandle kwayo, enye ihamba kuphela kwimodeli yelayisensi.Kwakhona, kukho--kukho-- isithintelo apho.Ke ezinye ezi-2 zineemarike zehlabathi ekufuneka zizalisekise.Abanayo imarike yaseIndiya kuphela.Ke ngokwenyani, oku -- kuya kubakho ukunqongophala okuqhubekayo okwenzekayo kwi-CPVC kwimeko ayiqhelekanga okanye izinzise loo nto.Ke asazi ukuba ziinyanga ezi-6, unyaka o-1, iminyaka eyi-1.5, lingakanani ixesha eliya kuthatha ukuzinzisa kunye nokwenza imeko ibe yesiqhelo.Kodwa ngokwenyani namhlanje ukungenisa ukusuka e-China nakwi-Korea akusebenzi nakubani na ngaphandle kokuba athathe isigqibo sokuba semarikeni kwaye enze ilahleko kwaye abonelele ngemathiriyeli.Uthatha umnxeba ukwenza ilahleko zemali kwaye usesemarikeni.Lo ngumnxeba womntu ngamnye, endingenakho ukuphawula ngaye.
Kodwa i-Maulik, imbali ithi nanini na amanyathelo okulwa nokulahla athatyathwa nguye nawuphi na urhulumente waseIndiya ngokwesiqhelo ihlala iminyaka emi-3.Ngoko ke -- kodwa ngokuqinisekileyo ayinakuqhubekeka nge-90% yohlobo lomsebenzi, olungenakufezekiswa ngokupheleleyo.Kodwa ewe, ukuchasana nokulahla kufuneka kuqhubeke ubuncinane iminyaka emi-3.
Kwaye okwesibini, urhulumente unomgca wexesha weenyanga ezi-6, kodwa imbali edlulileyo ikwathe ayingomgca wexesha obotshelelweyo.Isenokuthatha iminyaka emi-6 -- 1 kwakhona okanye iminyaka eyi-1.5 nayo.Ayinakuba ngumda wexesha obotshelelweyo ukuze wenze isigqibo, kodwa -- ayingo-- luluhlu lwexesha elibotshelelweyo, kodwa ungaqonda ukuba inokhetho lokuqhubeka nokwenza uphando lwayo kwaye uthathe ixesha.Asazi ngaloo nto.Ke ngoko asinandlela okanye akukho buchule okanye nokuba abasemagunyeni bangakuxelela ngaloo nto.
Kulungile.Kwaye umbuzo wesibini, ndihlala ndikubuza, kwaye oku kuhambelana nemarike engacwangciswanga.Ke xa kuthelekiswa neyokugqibela xa sithetha (engavakaliyo) ingaba iimarike ezinkulu ezingacwangciswanga [ziyatshona] ngakumbi ngenxa yemicimbi eyahlukeneyo yemali okanye nantoni na oyifunayo?Kwaye ngoku i-CPVC iya kulimaza abanye babadlali abangacwangciswanga.
Ngokucacileyo, abangalungelelananga baya kuba nemingeni yabo.Kwaye imarike engacwangciswanga iya kugcina ukwahluka kwepolymer kunye neCPVC.Izakuba nemingeni yayo.Kwaye kunye nomjikelo wemali nayo iyancipha kwimarike.Ngoko ayingomphambili omnye.Unokucinga ukuba kukho imida emininzi eye yahlaselwa ngexesha elinye.Ngoko ke sinokuthi sisiqalo nje sohambo, luselude luhambe, kuba uyazi ukuba ubungakanani bokungacwangciswanga kweli lizwe bumalunga ne-35%, 40%.Ke i-INR 30,000 ye-crores [yecandelo] loshishino, i-35%, i-40% isebenza ukuba ibe yi-INR 10,000 yecrores, INR 12,000 ye-crores industry.Ngoko ke iya kuthatha ixesha layo.Kodwa namhlanje, imeko ikukuba, ayingobantu abangalungelelananga kuphela abahluphekayo, nabadlali abalungelelanisiweyo bajongene nemingeni emininzi.Ke kunzima kakhulu ukuthetha ngokweepesenti, okanye ubungakanani ngokwepesenti, kodwa ewe, emhlabeni, izinto ziyatshintsha, kodwa ayibonakali ngokucacileyo kuba imeko yemarike iyonke nayo iyacotha.Ke ukuya phambili, ndicinga ukuba oku-- kuya kuba bukhali kwaye kunokubonakala ngokucacileyo, mhlawumbi iikota ezimbalwa ezantsi emgceni, kakhulu, kunzima kakhulu ukutsho ukuba nini.Kodwa ewe, kwiminyaka emi-4 ukuya kwemi-5 ezayo, sibona ukuba utshintsho olukhulu kufuneka lwenzeke kwicala elilungelelanisiweyo.
Kulungile.Kwaye umbuzo wokugqibela kuwe, Hiranand bhai.Uxolo ukuba ndiyiphosile loo nombolo.Lithini igalelo leRex kwingeniso kule kota?Ukuba-- kwaye yintoni iCapEx esiyenzileyo kwisiqingatha sokuqala?Kwaye inokuba yintoni isiqingatha sesibini?
Ngoko ke, ndicinga ukuba, i-INR 75 crores, INR 80 crores esiyichithile kwisiqingatha sokuqala kwiCapEx.Kwaye kuloo nto, oomatshini abambalwa babenxulumene neRex, leyo uSandeep bhai wayesele echaze ukuba umatshini we-1 eGhiloth kunye nomatshini we-1 eSitarganj kunye nomnye ndicinga ukuba i-INR 50 crores okanye kunjalo - INR 50 crores ukuya INR 60 crores CapEx can yiza nakwisiqingatha sesibini, mhlawumbi nangaphezulu.Sibeka malunga ne-INR 20 ye-crores eyongezelelweyo kuphahla lwelanga, apho siye safumana intlawulo ye-INR 20 ye-crores iya kuba phantse i-33% ngonyaka.Ngoko ke ngaphantsi kweminyaka emi-3 imbuyekezo ikhona ngolo hlobo lolungiselelo.Ngoko ke siye sabela INR 20 yecrores kwicala lelanga.Loo nzuzo uya kuyifumana kwinombolo ye-Q4 kuba sijonge ukuyigqiba -- enye inxalenye ingagqitywa ngoNovemba kwaye ezinye izinto ziya kugqitywa ngoDisemba.Ke i-Q1 --Q4 ukuya phambili, le nzuzo inxulumene nelanga iya kuboniswa kwinani, kwaye uya kubona ukuba unciphiso oluninzi luya kubakho kwiindleko zamandla.Kuba 100% siya kuzenzela ukutya.Kwaye inxalenye ethile iya kuya eGhiloth -- le ndawo yasempuma nayo kwaye abanye oomatshini baya kufakwa kwiHosur nayo.Ngoko phantse INR 50 crores ukuya INR 60 crores esicebe, mhlawumbi njenge INR 10 crores plus/minus nayo ingenzeka.
Andinalo inani elichanekileyo ngoku kuba lidityaniswe ne-Astral, kodwa kufuneka libe kwindawo ethile malunga ne-INR 37 crores okanye njalo.Mhlawumbi ndiyaqikelela ukuba, mhlawumbi INR 1 crore okanye INR 2 crores apha naphaya.
UPraveen Sahay, i-Edelweiss Securities Ltd., iCandelo loPhando - uMncedisi weVP yoPhando loBulungisa kunye noHlalutyi loPhando [29]
Iseti elungileyo kakhulu yamanani, ngenxa yoko siyakuhalalisela.Umbuzo wam wokuqala ngowokuba umthamo owunikileyo wombhobho umalunga ne-2,21,000 yeetoni zeemetric, ke ungakanani umthamo weRex ngoku?
Kulungile.Rex, kufuneka ndijonge.Kunyaka ophelileyo, ibimalunga nama-22,000 into kwaye enye i-5,000, i-7,000 siyakufumana, malunga ne-30,000 yeetoni ze-metric.
UPraveen Sahay, u-Edelweiss Securities Ltd., iCandelo loPhando - uMncedisi weVP yoPhando loBulungisa kunye noHlalutyi loPhando [31]
Ke ukuphela konyaka kuya kongezwa iitoni ezingama-5,000, 7,000 zeemetric, kodwa kunyaka olandelayo ukutsiba okukhulu kuya kongezwa ngenxa yempuma.Ke ekuqaleni, sakhokela ukuba nje ukuba impuma igqitywe.Umthamo wethu uya kuba yi-2,50,000 yeetoni zeemetric.Ndicinga ukuba inokuba ngaphezulu kancinci kwakhona.
UPraveen Sahay, i-Edelweiss Securities Ltd., iCandelo loPhando - uMncedisi weVP yoPhando loBulungisa kunye noHlalutyi loPhando [33]
Kwaye kwiTywina amanani e-IT, mhlekazi.Ngaba unganika eminye imibala kuloo nto ngokunjalo, njenge--ngokuba i-Adhesives iyonke sinokuyibona, kodwa injani i-Seal IT yokusebenza kwekota?
Ke ukusebenza ngokubanzi kweSeal IT bekulungile.Baye banikezela ngokukhula kwemali rhoqo malunga ne-5%, 6% kule kota.Kwaye ngokwexesha le-rupee, andilazi ngokuthe ngqo inani, kodwa imali eqhubekayo yayimalunga ne-5%, i-6% yohlobo lokukhula, kwaye baye bahambisa umda we-EBITDA enamanani amabini kwakhona.Ke ngoku kujongwe imeko yase-UK, xa ukukhula kwe-GDP kunqabile ukuba kube yi-1%, kulo nyaka silindele ukuba bafanele ukuzisa ukukhula okuncinci okuphindwe kabini kuthi kunye nomda we-EBITDA onamanani amabini kwakhona.Icala le-EBITDA, bahlala bephucula.Kwaye kunye negalelo le-RESCUETAPE liya kwanda, ngoko ukwandiswa komda kuya kuba khona kwiikota ezizayo.Yiloo nto sijolise kuyo.Ke ngoku iResinova sele iqalile ukuthengisa iRESCUETAPE.Kwaye kungekudala, siza kuvula i-RESCUETAPE kwijelo lethu le-Astral kwakhona.Ke ezi zezona mveliso zomda ophezulu kakhulu.Ke ukuba igalelo elincinci liya kwanda, ke i-EBITDA iya kudubula.Ke gcina umnwe uwele loo kota izayo, iSitywina se-IT kufuneka sihambise inani elilungileyo.
UPraveen Sahay, i-Edelweiss Securities Ltd., iCandelo loPhando - uMncedisi weVP yoPhando loBulungisa kunye noHlalutyi loPhando [35]
Ngoko ndicinga ukuba ngoku, benza malunga ne-USD 700,000 ukuya kwi-USD 800,000 ngekota ngokwemiqathango yedola yaseMelika, eya kunyuka kwikota ezayo.Ngoko injongo yethu kukuba ubuncinane i-USD 1.5 yezigidi, kufuneka ifikelele mhlawumbi ngonyaka we-1 okanye iminyaka eyi-1.5 phantsi komgca, ubuncinane.
UPraveen Sahay, i-Edelweiss Securities Ltd., iCandelo loPhando - uMncedisi weVP yoPhando loBulungisa kunye noPhando loPhando [37]
Ewe.Ndicinga up in state-of-art R&D kunye neziko isicelo.Izicwangciso zazisele zikhona.Kwaye besine-- ngenxa yemijikelo yeCapEx ebesiyibambile, kodwa ngoku sizawuqala umsebenzi.Ngoku siza kuba nelona ziko libalaseleyo lehlabathi lobugcisa beR&D kwishishini lePolymers.I-Adhesive ineziko layo le-R&D.Kwaye apho, sikwabeka iziko lezicelo apho ngexesha elinye, ubuncinci be-250 ukuya kuma-300 abasebenzisi bokuphela banokuqeqeshwa.Abacebisi banokuziswa kwaye bachaze ngobuchule imveliso.Uqeqesho lwezandla lunokwenziwa.Kungakho iholo apho abantu bajongana nezinto.Kwaye kwangaxeshanye, sinokuba nekhosi eqhutywa apho.Ke oku kuyakwenzeka -- umsebenzi uzakuqala kungekudala.Sinomhlaba osecaleni kwesityalo [sesityalo] sethu.Sizilungisile izicwangciso.Sinayo yonke into endaweni.Ndicinga ukuba siza kutyhila i--kwaye siza kuqala le projekthi.
Kwaye okwesibini, sele ndikhankanyile ukuba ngoku sinika ingqwalasela kumandla ahlaziyekayo kwakhona.Ngokwembono yokusingqongileyo ilungile nakwilizwe ngokunjalo.Kwaye kwangaxeshanye, ilungile kwinkampani kwakhona kuba imbuyekezo yolu hlobo lotyalo-mali ikhawuleza kakhulu.Njengophahla, sele nditshilo ukuba ingaphantsi kweminyaka emi-3 yokubuyisela.Kwaye siceba ukwaba enye imali kweli cala, mhlawumbi kunyaka ozayo kuba silindele ukungena kwemali eninzi kunyaka ozayo.Sele ndikuchazile ukuba ityala lethu alikho INR 170 crores.Kwaye indlela elikhula ngayo ishishini kunye nendlela yokuhamba kwemali eza kwinkampani, ngethemba lonyaka ozayo silindele ukutsiba okukhulu ekungeneni kwemali.Ke singakwazi ukwaba imali eyongezelelekileyo kwicala elinokuhlaziywa, ngakumbi ekuzisebenziseni.Asifuni kuthengisa iyunithi enye kwigridi.Nantoni na esiya kuyenza iCapEx, iya kuba yeyokuzisebenzisa.Ke ngaphandle kophahla kwakhona, siye safumanisa ukuba imbuyekezo imalunga ne-3 ukuya kwi-3.5 yeminyaka kuphela.Ngoko yimbuyekezo enempilo kwelo candelo kwakhona.Ke siza kuza nelona nani lichanekileyo kwisicwangciso xa sivala kulo nyaka kwaye siza [sembewu] ukungena kwethu simahla kwemali, into ekhoyo kuthi.Kwintlanganiso yomhlalutyi kunyaka ozayo, ngelo xesha, siya kukunika amanani.
Ewe.Mhlekazi, ndinemibuzo emi-2.Enye yeyokuba, umntu kufuneka ajonge njani ukubamba kwabakhuthazi kwinkampani?Leyo--yenye, ukuba unganeenkcukacha kancinci phaya?Kwaye okwesibini, ukuba umntu ujonga inkunzi yokusebenza kumashishini azimeleyo angaphantsi kwe-console, aya kubonisa ezinye iintengiso, inyuke kancinci ukusukela ngoMatshi ukusuka kwiintsuku ezingama-90 ukuya kwiintsuku ezili-112.Umntu kufuneka awujonge njani umgca wetrendi apha?
Ke uRitesh, sele silucacisile unxibelelwano lwangaphambili olo luhlu kunye nazo zonke zingene kwicala le-Adhesive kwaye zonke ziye zanyuka ikakhulu ngenxa yokuthengiswa kwembuyekezo.Ke oko kuya kulungiswa kwi-Q4.Kwaye ngethemba, kanye --uxolo, Q3, kuba i-Q3, ayizukubakho bhalansi kwidomeyini yoluntu, kodwa siyakwabelana ngazo zonke iinombolo eziphambili kwi-Q3 con call.Ke nje ukuba inani le-Q4 liphumile, iphepha lomncono lonyaka wonke, uya kubona ukuba kuya kubakho ukuhla okukhulu kwinqanaba le-inventri kuba ezi zizintlu eziphezulu, ezingekhoyo-siceba ukuhlala nathi ngenxa oku kunyuka kwexabiso kwi-CPVC ngaphambili kwaye ngenxa yokubuya kwempahla kwicala lokunamathela.Yiyo loo nto ubona uluhlu lwempahla luphezulu.Kodwa ngoku xa kuthelekiswa nokukhula eyenziwe yinkampani kwisiqingatha sokuqala, akukho phezulu.Ngoko ke andicingi ukuba kuya kubakho naluphi na uxinzelelo kwi-- [yona, akunjalo]?Naliphi na icala elincamathelayo okanye icala lePipe kumjikelo wenkunzi esebenzayo.
Okwesibini, ngenxa yokunqongophala kwemali kwimarike, sifumana isaphulelo esihle kwicala lentlawulo yemali.Ke ngamanye amaxesha, uya kubona ukuba ezinye iintsuku zababolekisi ziyakwehla, kodwa licebo lenkampani ukuba sifumana isaphulelo esihle kwimali, asinangxaki ngemali.Kwaye iibhanki zikulungele ukusixhasa ngemali kwi-6.5% namhlanje.Ke siya kukhululeka ukuthatha elo thuba kwaye siphucule i-EBITDA yethu.Ke andiboni ngxaki kwisithuba nakweliphi na inqanaba kumjikelo wenkunzi yokusebenza.
Ngoku kuza kumbuzo wakho wokubamba umgqugquzeli.Sele ikwindawo yoluntu.Nantoni na athengiswe nguSandeep bhai, ikwakwindawo yoluntu.Kwaye akukho tshintsho ngaphandle koko.
Mhlekazi, umbuzo wam umalunga nokuba ngaba kukho unikezelo olongezelelekileyo oluvela kubakhuthazi?Ndicela nje ndenze sure ukuba akukho overhang.
Ngokuqinisekileyo, ngokupheleleyo 0 kwiinyanga ezi-6 ukuya kwezili-12 ezizayo, ubuncinci, ngokupheleleyo 0. Ngokobuchwephesha, siyanxibelelana.
Mnumzana, ngaba unokuphawula malunga nendlela amaxabiso e-PVC kunye ne-CPVC ahamba ngayo ngexesha le-Q2?Kwaye bahambe njani ukuza kuthi ga ngoku kwi-Q3?
Ke njenge-Q2, bobabini babekuhambo oluya phezulu.Ke i-CPVC iye yenyuka ngenxa yomsebenzi ochasene nokulahla.Kwaye ngokufanayo, iPVC yayikwindlela enyukayo kwi-Q2.Kwaye i-Q3 ukuya phambili, i-PVC iqalile ukuhla ngoku.Ukunqunyulwa kokuqala kwakuyi-INR 3 ngekhilogram ngoReliance ngenyanga ka-Oktobha.Kwaye i-CPVC, asiboni ukuba kuya kubakho ukuhla kwixabiso, kodwa ngaphezulu okanye ngaphantsi, ngoku ukusuka apha ukuya phambili, kufuneka kugcinwe.Asiboni ukunyuka phezulu kwicala le-CPVC kwimarike.
Indawo enyiniweyo kakhulu iyafumaneka kumathontsi kwaye mhlawumbi INR 1 okanye INR 2, inokuba -- ngaphezulu, inokuba nesikwe, kodwa ngaphezulu koko asikuboni.Ngoba ngoku inyanga yonyaka izakuqala.
Ngumjikelo ngokwenene.Ngenxa yemonsoon kunye nexesha leeholide, kukho ukucotha okuncinci kwezinye zemfuno.Kwaye andiboni amanye amathontsi, ngokwenene.Kwakhona, iya kunyuka.
Kulungile, ngokuqinisekileyo.Kwaye mhlekazi, kwiMibhobho yakho, i-EBITDA ixelwe kwi-Q2, ngaba kukho naliphi na icandelo leenzuzo zoluhlu?Kwaye ukuba ewe, ungalinganisa okufanayo?
Kulungile.Ke uninzi lophuculo lomda we-EBITDA lufikile ubukhulu becala ngenxa yeenzuzo zomgangatho wokusebenza kunye neRex EBITDA ephucukileyo.Leyo yeyona nto iphambili, akunjalo?
Ewe, izinto ezi-2, ukuphuculwa kwe-rex kunye nokuba unokuthi uphuculo lokuqonda.Ngenxa yokuba sinyuse ixabiso le-CPVC nge-8%.Ngoko sesona sizathu siphambili kuloo nto.Ayiphelelanga nje kwishishini lePipe.Nokuba ubona ishishini lokuncamathelisa, kukwakho nomda othe waphucuka.Ukuba uyasusa -- ukuba utsalela inani ekudityanisweni -- baya kwishishini leMibhobho yeStandalone, uya kubona ukuba kukho ukuphucuka kwishishini lokuncamathelisa imida yegross nayo.Kodwa eneneni, ayibonakali kwi-EBITDA kuba bekukho ukuhla kumgca ophezulu.Ke ngenxa yoko, zonke iindleko zam zinyukile.Kwaye nokuba ziindleko zomsebenzi, nokuba ziindleko zolawulo, nokuba zizo naziphi na ezinye iindleko zenkcitho.Kodwa ngoku nje ukuba isiqingatha sesibini siza -- ukukhula komthamo kuyakuqala kwaye ukukhula komgca ophezulu kuya kuqalisa ukuza, ke lonke uqoqosho lwenzuzo yesikali luya kubakho.Ke ndiqinisekile ukuba kwikota ezayo, ishishini lokuncamathelisa liya kuba nokukhula okuhle kwe-EBITDA kuba eneneni umda uphucukile kwisiqingatha sokuqala, kodwa awubonakali kuguqulo kwi-EBITDA ngenxa yesi siseko sisezantsi. ngenxa yokuncipha kokukhula kumgca ophezulu.
Enkosi kakhulu ngeempendulo zakho kwaye siyavuyisana nawe ngeseti elungileyo yamanani kwaye ndikunqwenelela wena kunye neqela lakho iDiwali eyonwabisa kakhulu.
Sivuyisana nawe ngesethi elungileyo yamanani.Ke umbuzo wam umalunga -- ngaba kukho umthamo omtsha wombhobho we-CPVC oza kushishino?
Andiyazi le nto.Mhlawumbi umdlali okhoyo unokunyusa umthamo, kodwa kakhulu-andazi ukuba umdlali omtsha uyongezwa.Abantu abaninzi bayathetha, kodwa andiqondi ukuba ndineendaba eziqinisekisiweyo nam zokuba kukho umntu oza nomthamo ongaka okanye yintoni.Umdlali okhoyo unokuba wongeza umthamo.
Kulungile.Kwaye mhlekazi sibona naluphi na uhlobo lophawu lokuqala lwenzuzo evela kurhulumente, ubuthunywa bukaHar Ghar Jal?
Ewe kunjalo, umgaqo-nkqubo uyasetyenziswa kwinqanaba likarhulumente.Abakabhengeza uyilo lokugqibela lomgaqo-nkqubo okanye nantoni na, ukuba bafuna ukwenza njani, kodwa oko kunokuba lithuba elikhulu kakhulu.Kodwa ukusukela namhlanje, andicingi ukuba kukho inani elikhoyo kunye nathi.Ukuba ninayo, nceda wabelane nam.Kodwa ndicinga ukuba basasebenza.
Kulungile.Kwaye mhlekazi, okokugqibela, malunga nokutshintshwa kweemarike.Ke ingaba liliphi ithuba kwiimarike ezitshintshileyo?
Ngoko ke ukutshintshwa kuyaqhubeka.Kuba ukuba ubona nasiphi na isakhiwo, esingezantsi - i-CPVC yaqala kwilizwe ngo-1999, ngoko phantse iminyaka engama-20 okanye kunjalo.Uthatha nasiphi na isakhiwo iminyaka eyi-15 kunye, iya kuba nombhobho wesinyithi kuphela kwisicelo samanzi ashushu.Lisekhona ithuba.Into entsha kweli shishini.
Ke inokuba yintoni ipesenti, mhlekazi, ekhoyo, engekatshintshwa?Ingaba ikhona (engavakaliyo)?
Kunzima kakhulu ukufumanisa elo nani kuba akukho phando luqhutywayo kwimarike yokutshintshwa nangayiphi na imeko yabahlalutyi.Noko andinayo inombolo engqiniweyo endinokukwabelana ngayo nawe.
Manene nani manenekazi, ibingumbuzo wokugqibela lowo.Ngoku ndinikezela ngenkomfa kuMnu. Ritesh Shah ukuvala izimvo.Enkosi, kwaye ndiya kuwe, mhlekazi.
Ewe, enkosi, Aman.Hiranand mhlekazi, Sandeep bhai, unawo nawaphi na amagqabantshintshi okuvala?Sinokuyivala loo nto.
Enkosi, Ritesh, kwakhona ngokusixhasa.Kwaye ndiyabulela kubo bonke abathathi-nxaxheba ngokuthatha inxaxheba kumnxeba, kwaye ndininqwenelela iDiwali emnandi kakhulu kunye noNyaka oMtsha omnandi kwangaphambili.
Enkosi, wonke umntu, kwaye sijonge phambili kwakhona ukunxibelelana nawe emva kweenyanga ezi-3 ukusukela ngoku.Kwaye ube neDiwali emnandi kunye neeholide ezimnandi nazo.Enkosi, wonke umntu, kwaye enkosi, Ritesh.
Manene nani manene, egameni le-Investec Capital Services equkumbela le nkomfa.Enkosi ngokusijoyina, kwaye ngoku ungaqhawula iintambo zakho.
Ixesha lokuposa: Nov-04-2019