PCBL Ltd Q4 FY22 Earnings ConCall Summary
#PCBL #PCBLQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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#PCBL #PCBLQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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Q&A Insights: Dhaval Shah of Svan Investment asked about price increase scenario. Kaushik Roy MD said there is a sharp increase in crude price. However, PCBL said it doesn’t want to take advantage of the situation but also want to pass a reasonable portion of cost to the customer
Q&A Insights: Jain of @ICICI_Direct asked how large is Russia in terms of capacity. Kaushik MD replied that on capacity, the size is similar like India. In terms of capacity it is 1.1 million tonnes. The difference is that 30% is used domestically and 70% goes to Western Europe.
Q&A Insights: Jain from @ICICI_Direct asked about contracted realization for power and when it comes for renewal. Kaushik Roy MD said that typically PCBL get into contract which are 6 months to 1.5 year max. Also 70-80% will go for contract and rest supplied to the grid directly.
Q&A Insights: Bhavesh Chauhan with IDBI Capital enquired if the company is expecting to see a significant ramp up in specialty volumes in FY23. Kaushik Roy MD said that it’s expected to see further improvement on these of around 25% growth or at around 45,000 tonnes for FY23.
Q&A Insights: Bhavesh Chauhan with IDBI Capital asked if PCBL is expecting its EBITDA per tonne again going back to the INR15,000 per tonne mark. Raj Gupta CFO said that looking at the scenario company is seeing in its performance, PCBL should be performing better than INR15,000.
Q&A Insights: Peter of [Kisima] Wealth asked about the impact on PCBL’s margin if oil goes every $10 above $100. Raj Gupta CFO said that the change in crude price though it impacts working capital, gross realization etc., it doesn’t impact PCBL’s absolute margins per tonne.
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