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Apr 26 • 9 tweets • 6 min read
Tatva Chintan Pharma Chem Limited Q4 FY22 Earnings ConCall Insights

#TATVA #TatvaChintanPharmaChem #TatvaChintanPharma #TATVAQ4 #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
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For the first time, TATVA said, it crossed the revenue mark of INR400 crores, profit before tax of more than INR100 crores and exports revenue of INR300 crores.
Q&A Insights: Sanjay Jain of @ICICI_Direct asked how FY23 looks like for SDA, if revenue will be same as FY22. Chintan Shah MD said TATVA expects more or less to maintain the revenues of FY22 in FY23. TATVA expects 1Q to be low, 2Q to improvement, and 3Q, 4Q to see strong demand.
Q&A Insights: Sanjay Jain of @ICICI_Direct also asked if the company is prepared for the SDA pent-up demand. Chintan Shah MD replied that TATVA still continues to produce the SDA and the company is piling up on the inventory for this pent-up demand.
Q&A Insights: Sanjay of @ICICI_Direct enquired about timeline for new product pipeline and its capex. Chintan MD said that all new products would require one conventional facility and secondly continuous flow chemistry, with an investment of about INR75 crores over next 2 years.
Q&A Insights: Jason Soans from @AshikaGroup asked about the 1.5 billion capex, when it’s slated to go on stream. Chintan Shah MD said the capex is running on schedule, probably about 7 days of delay. And TATVA expects this plant to be available for production from Dec. of 2022.
Q&A Insights: Yash Shah from @InvestecI India asked about flame retardants (FR) segment and its capacity. Chintan Shah MD replied that primarily TATVA intends to sell these into the East Asia market. With the new plant, TATVA will have a capacity of about 5,000 metric tons of FR.
Q&A Insights: Archit Joshi from @Dolat_Capital asked about procurement of bromine in bromine category. Chintan MD said TATVA is working with a couple of large bromine suppliers in India and one globally where it intends to have a tie-up in terms of supply agreement consistency.
To read further on the detailed analysis of #TATVA concall Q&A …

alphastreet.com/india/tatva-ch…

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