Hi Shreya ji,
Yes, you’re right, it is quite difficult to analyse the company basis publicly available info as there is hardly any.
I was able to contact the mgmt. through the company secretary. I sent them some of the research I had done on few intl. and one major domestic player (Ideal cures) and asked them questions basis that. They replied to some of the questions on the mail, some they deemed as revealing confidential info and did not reply.
On points you raised –
On #2 and #3 were my part of my questions (apart from geography wise bit) – they were not ok to answer those. Only gave a general polymer & DPO revenue split.
On #1 – I have looked at their GMs from over last 12+ years and mapped them to crude prices. Basis that my inference was that ability to pass cogs is there, but I’d say limited. It was not one of the questions I asked since I was reasonably sure of my inference (caveat: you’d check this with them though as my inference might be wrong).
Wrt contacting the mgmt., maybe you can try contacting through the company secretary or maybe send questions for the AGM (which is in August). Also senior members on the forum might have better suggestions on this (ways to contact mgmt.) so maybe you can check with them too.
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