went through concall audio, couple of points to discuss.
- more clarify given on capex in horizon - 30 cr capex for pharma product that will be in market by Q3. 150 Cr for performance segment where novel process is used to make product. product has already competitors but capacity will be 15% of global that is 350 cr and last one is again 150 cr capex but not much product details given but there are already producers of it.
on HALS, basket of all products - after 3 months from now, we should have 150 tons per month. growth was slow as it was single or double product but now we have 5 which helps to convince customer. for this year they said they aspire 2000 tons and from there in 3 years should touch 6000 tons while thier capacity is 10500 tons.
existing products are somehow maintaining volume or registering minor growth. we need to discuss how long clean science will be able to sustain this items, does anyone have more info on Vinti and jhow much it will impact and when?
can anyone throw light about one point in concall where it was told they can accommodate 1000cr capex out of which 300/400 cr worth project is going on (3 capex we talked). from where this capex is coming? This may be addressed but if anyone can throw light please
I feel it will take time but rewards will be also better. I feel small portion of the future HALS growth is already priced in but the moment they start hitting 150-180 tons per month, we should see numbers going upwards which will suddenly trigger price upward. what people think here?
our all bet is on HALS and 2-3 more products coming in but at same time we need to relook at existing set of products and how long this can be sustained or grown.
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