Key points from today’s concall:
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They are planning to separately list KCL and then merge it to KGL for proper price discovery and transparancy. No timeline finalized yet for the same.
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Revenue guidance of c. 575 Cr. to 600 Cr. for this year. Margins to remain stable or slightly grow from here.
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Capacity to double in next 2-3 years as per earlier plan. Capex requirement would be c.15 Cr to 20 Cr. each year for the same
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Guidance to double 2015 revenue by 2018-19 i.e. c. 1000 Cr to 1025 Cr.
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No plans to launch any brands in India in future. They might further negotiate brands in US
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Reg election news article: No family member of promoter group is participating. The industry association (which includes kitex and other companies in the region) will be contesting the same
Disc.: Invested
This is draft summary; feel free to add or correct any points if I have wrongly drafted any of these
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