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Aether Industries Ltd Q4 FY22 Earnings Concall Insights

#AETHER #AETHERQ4 #AetherIndustries #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch #finance #stockmarket #markets
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Q&A Insights: Gagan Thareja of @ASK_WM asked if growth would get constrained due to lack of capacity for first 3 qtrs of FY23. Rohan D Director said it is currently at 80% utilization and is constantly debottlenecking plants to increase capacity. Expects to reach 90-92% in FY23.

Q&A Insights: Gagan Thareja of @ASK_WM enquired about breakdown of sales growth into volume growth and price of sales mix for FY22. Rohan Desai Director replied that price increased by only 1.5-2% on an avg. overall, therefore whole growth in FY22 was due to volume.

Q&A Insights: Gagan Thareja of @ASK_WM asked about additional capacity given by the two new plants under construction. Rohan Desai Director answered that both units combined would give 9,000 metric tons manufacturing capacity.

Q&A Insights: Gagan T of @ASK_WM asked about the operational and utilization time frame of the 2 new plants. Rohan Desai Director said site 4 gets operationalized towards end of FY23 and site 5 end of FY24. The facilities will be optimally utilized in 2 years once commissioned.

Q&A Insights: Yash Shah of @InvestecI asked about product portfolio outlook over the next 5 years. Rohan Desai Director replied that the company will continue to add products in the pharma and agro areas. The eventual goal is to balance out all the buckets and make it equitable.

Q&A Insights: Nityanand Parakh asked about vision for next 3-5 years in terms of new products. Rohan Desai Director answered that AETHER is going to launch 5 new products in FY23; advance intermediates. In future would maintain the same rate of product introductions.

To read further on the detailed analysis of #AETHER #Q4 concall Q&A …

alphastreet.com/india/aether-i…