13.09.2022 (ET interview)
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In agchem, Europe exposure is <5%, most exposure is to Asia, Latin America and USA
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In pigment division, Europe exposure is 10-12%
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Dahej multi-purpose plant will get commissioned in Q3 and is in discussion with a MNC client for supplies from this plant (capex of 350 cr.). Contribution will start from Q4 and expect 600 cr.+ topline contribution in FY24
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Expect growth rate of 20%+ in next 3-4 years
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Logistics costs have softened, will see 2-2.5% contraction in EBITDA margins
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Expect 22%+ EBITDA margins in titanium dioxide (expect pigment division margins to increase from 12% to 15% with ramp up in titanium dioxide capacity)
Disclosure: Not invested (no transactions in last-30 days)
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