Excellent set of questions in today’s call and response appears to be positive on 1% royalty, we have to track it.
In this call they said in nutraceuticals it is going to be B2B but in today’s call they are saying it is OTC / BTC
They just wanted to do everything along with their core competence, eg.
Alkali plants management
OTC products in Nutraceuticals (Will rely on contract manufacturing and sell on their name , I am not clear on this they said they leased a asset with 15 lakhs per month rent that asset will be used to manufacture and sometimes they said it is mainly taken from a 3rd party )
Ethonol – tone has changed they might not go ahead with this
CCS – Initial idea was setting up at Kurnool but they are setting up at Dahej (Looks like due to delays by AP government there will not be any investments in Kurnool )
All the capacities (under progress ones) will come online by FY24
CFO is jumping on everything
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