Aug 10, 2019 (Thomson StreetEvents) -- Editan Kwafi na Astral Poly Technik Ltd kiran taro ko gabatarwar Juma'a, Agusta 2, 2019 a 12:30:00 na yamma GMT
Na gode.Barka da yamma, kowa da kowa.A madadin ICICI Securities, muna maraba da ku duka zuwa ga Q1 FY '20 Taro na Taro na Samun Nasara na Astral Poly Technik Limited.Muna tare da mu hukumar da Mista Sandeep Injiniya, Manajan Darakta ya wakilta;da Mista Hiranand Savlani, CFO na kamfanin, don tattauna aikin Q1.
Na gode Nehal bhai, kuma na gode, kowa da kowa, saboda shiga wannan con call na sakamakon Q1.Sakamakon Q1 yana tare da ku da fatan ku -- kowa ya shiga cikin lambobi.
Zan yi muku bayani game da ainihin abin da ya faru a cikin Q1 akan kasuwancin bututu da kuma kasuwancin m.Don farawa tare da fadada Ghiloth, wanda ya cika kuma Ghiloth shuka kawai ya zauna.Kuma a cikin Q1, Ghiloth shuka yanzu 60% a -- aiki a 60% inganci.An fara aika aika a arewa, kuma mun kuma buɗe turawa a gabas daga shukar Ghiloth.Kamfanin Ghiloth kuma yana ci gaba da fadadawa.Muna da corrugator, wanda yanzu yake a Ghiloth mai diamita [800 mm], wanda ya tashi kuma yana aiki daga watan jiya.
Har ila yau, muna fara kera wasu kayayyakin bututu daga masana'antar Ghiloth, musamman a fannin noma, sashen ginshiƙi da kuma CPVC, sashin yayyafa wuta.Don haka shukar Ghiloth za ta ci gaba da haɓaka, har ma a wannan shekara inda ƙarfin ke da niyyar yin aiki a matsakaicin inganci.
A masana'antar Hosur, masana'antar tana aiki - kuma sabon aikin da aka fadada yana aiki, ƙarin ƙarfin tan 5,000 yana aiki.Kuma sauran iya aiki da inji suna zuwa kuma za su fara aiki gaba daya a cikin wannan kwata.Har ila yau, Hosur yana karbar jirgin ruwa a cikin wannan watan, wanda kuma zai fara aiki a cikin wannan kwata.Don haka ana ci gaba da fadadawa a Hosur.Za a fara fasa bututu a Hosur.Kuma a yanzu muna da rumbun ajiyar ƙafar murabba'in 3 lakh don ciyar da kasuwar kudanci, wacce ita ma ta daidaita kuma tana aiki don ciyar da kasuwar kudanci gaba ɗaya.
Mun sami filin da aka ba wa gwamnatin Odisha a Odisha.Mallakar kasa tamu ce muka kwace.Shirye-shiryen da aka dasa Odisha don gabas an riga an shirya su kuma a shirye, kuma za mu fara aikin gine-gine a wannan kwata.Don haka za mu kasance a shirye tare da ƙarfin Odisha ta hanyar kasafin kuɗi na gaba, wanda kuma zai fara aiki a cikin kasafin kuɗi na gaba.
Har ila yau, Rex ya sami sabon na'ura a Sitarganj ko kuma bututun corrugated a cikin wannan kwata, wanda kuma yana aiki kuma ya fara ciyar da kasuwa.Wannan duka - wannan injin yana yin juzu'i har zuwa mm 600.
Don haka yanzu tare da bututun corrugated, Astral na iya samarwa daga arewa zuwa arewa - ƙarin kasuwannin arewa, har zuwa Uttaranchal da kasuwannin cikin - kusan a arewa, kusa da Himalayas.Sitarganj zai yi hakan.Ghiloth kuma yana da katako don wadata Delhi da yankunan da ke kewaye da kuma wani yanki na Punjab, Haryana.Hosur na da na'ura da za ta rika samar da tarkacen bututu zuwa kasuwar kudu.Kuma tuni, akwai faɗaɗawa, kuma kayan aikin daidaitawa suna zuwa a shukar Rex, wanda kuma zai ci gaba da faɗaɗawa.
Rex ya wuce ta wasu kalubale a cikin wannan kwata, musamman SAP an aiwatar da shi.Haɗuwa da Astral ya faru.Don haka dole ne mu je mu canza umarni da littafin oda daga Rex zuwa Astral.Wasu daga cikin kwangilolin kuma suna buƙatar -- ana buƙatar sake dubawa.Don haka a wannan kwata, mun fuskanci waɗannan ƙalubalen guda 2 a Rex, inda a zahiri mun yi asarar ingantaccen siyar da kusan kusan wata ɗaya.
A cikin Q3 da Q2, an shawo kan duk waɗannan ƙalubalen.An ƙara sabon ƙarfin aiki a cikin kasuwancin corrugated.Kuma lambobin za su ci gaba da girma a cikin Q2 da Q3 don kasuwancin da aka lalata, wanda shine sabon kasuwancin Astral.
Har ila yau, muna - mun sami fili a Sangli, inda za mu fadada ƙarfin a cikin shekara mai zuwa da kuma wannan shekara a kamfanin Sangli, don bututu da sauran bututu, wanda Astral ke yin a Ahmedabad da sauran tsire-tsire kuma za a yi su daga. Sangli don ciyar da wannan kasuwar Indiya ta Tsakiya daga wannan wurin.
Astral kuma ta ci gaba da canza hanyar kasuwanci a sassa daban-daban.Yanzu muna da masu rarraba kusan a cibiyar PAN India don samfuran aikin noma, don samfuran ginshiƙanmu, don samfuran mu na casing, na samfuran bututun lantarki, na kayan aikin famfo.Ko da a cikin samfurin famfo, muna da kashi 2.Sashen PAN yana kula da ayyukan.Yana da kai tsaye tare da ayyukan da sabon samfur.Sauran sashin yana hulɗa da tashar tallace-tallace.
Tsarin bututunmu mai ƙarancin hayaniya shima yana haɓaka kuma yana samun kaso mai kyau na kasuwa a tsarin magudanar ruwa.Hakanan muna samun ayyuka daidai da bututunmu na PEX, wanda aka gabatar da 'yan watanni baya a kasuwa.Kuma akai-akai, waɗannan ayyukan suna zuwa wata-wata don kasuwancin PEX.Don haka kasuwancin PEX yana girma a hankali amma yana haɓaka kuma yana kafa kansa a cikin kasuwar Indiya.
Haka kuma yayyafin wuta yana tafiya da sauri, yana girma, kuma muna samun ayyuka masu kyau a cikin yayyafin wuta, wanda shine - a yau, - daya daga cikin babban kalubalen gwamnati na magance matsalolin gobarar da ke faruwa. a duk fadin kasar, ta hanyar kawo karin kayayyakin zamani a cikin kasuwanci.
Don haka gabaɗaya, don kiran kasuwancin bututu, Astral ya ba da lambobi masu kyau, haɓaka mai kyau a cikin Q1.Tsire-tsire namu suna tafiya kamar yadda aka tsara, kamar yadda aka tsara -- wanda aka shimfida muku kamar yadda aka tattauna a taron manazarta - kamar yadda aka gabatar a taron manazarta, kuma muna tafiya kan hanyar da ta dace a kasuwa.Kuma za mu ci gaba da girma a matakin jagora wanda muka ba da duka ci gaban kasuwanci, haɓakar tonnage da faɗaɗa EBITDA ɗin mu da kiyaye EBITDA.
Zuwan Resinova, kamar yadda muka shiryar, muna tafiya ta hanyar sauye-sauyen tsari daga tsarin rarraba 3-Tier zuwa tsarin tallace-tallace na rarraba 2-Tier.Yawancin waɗannan gyare-gyare an kammala su a cikin Q1 kuma an kafa su kuma suna tafiya da kyau tare da yanayin rabon kasuwa.’Yan gyare-gyare kaɗan har yanzu za a yi, waɗanda za a kammala su a cikin Q2.Kuma Q2 gaba, za mu ga kyakkyawan ci gaba kwata-kwata a cikin wannan kasuwancin.
Mun yi gyare-gyare iri ɗaya a nan kuma don samun rarraba don samfurori na musamman, musamman itace da samfurin manne, sashin ginin gine-gine, a cikin sashin kulawa, da kuma duka don sayarwa da ayyuka.Don haka waɗannan ƙungiyoyi da wannan tashar rarrabawa, da muke rayar da ita tana samun kafuwa sosai, tana tafiya akan hanya madaidaiciya, madaidaiciyar hanya.Kuma za mu ba da lambobi da sakamako bisa ga jagora, kuma kamar yadda EBITDA za a faɗaɗa da kiyayewa kamar yadda jagorar ta tanada.
Zuwan BOND IT zuwa UK, Amurka, duka sun yi kyau sosai.Birtaniya na yin girma mai lamba biyu.EBITDA ta faɗaɗa.Hakazalika, {asar Amirka da ta sha fama da ƙalubale da yawa bayan saye, an daidaita su sosai.Ba wai samun ci gaba ne kawai a Amurka ba, har ma yanzu muna siyar da samfurin a Burtaniya Kuma zuwa - kuma mun ƙaddamar da RESCUETAPE a Indiya, kuma babban nasara ce a gare mu.Mun riga mun sayar da kusan kwantena 3 a cikin watanni 4 da suka gabata, kuma akwai karin kwantena a kan hanyar ciyar da kasuwar Indiya.Don haka RESCUETAPE a Indiya zai zama babban nasara.Kuma kasuwancin Burtaniya da Amurka za su ci gaba da haɓaka tare da waɗannan samfuran.Kuma muna kuma ƙara ƴan kayayyaki a kasuwar Amurka da za a sayar, waɗanda za a kera su a masana'antar Burtaniya.
Kenya kuma tana yin babban aiki daga ɓangarorin da suka gabata.Lambobin duka suna girma kuma ɓangarorin suna faɗaɗa.Kuma muna sa ran cewa kamfanin zai yi aiki bisa ga jagora kuma tare da lambobi masu kyau kuma ya fito daga duk asarar wannan kasafin kuɗi daga kwata-kwata-kwata.
Yanayin kasuwa yana da nasa ƙalubale daga kusurwoyi daban-daban.Amma kuma, don ƙara Astral zai ci gaba da lambobi, tare da haɓakarsa, tare da gefensa da fadada shi - duka a cikin kasuwancin bututu da adhesives a cikin kwata-kwata na wannan kasafin kuɗi.Kuma ƙara ƙarin samfura, ƙara ƙarin hanyar sadarwar rarrabawa, ƙara ƙarin wuraren isarwa, ƙara ƙarin ƙarfi da ƙara ƙarin kemistri a cikin manne da kuma sabbin samfuran samfuran za a ƙara su a cikin sashin bututun kuma a cikin wannan Q2, Q3 da Q4.
Da wannan, za mu ɗauki ƙarin kan kasuwancin a cikin Q&A, lokacin amsa tambaya.Don haka zan mika kiran kira ga Mista Savlani don ya dauke ku ta lambobi.
Barka da rana, kowa.Barka da zuwa kiran lambobin Q1.Idan lambobin suna tare da ku, Ina sake maimaita ƴan lambobi, sa'an nan kuma za mu tsalle zuwa cikin Q&A zaman.
Lambar tsayawa kadai, lambar bututu ta girma daga INR 344 crores saman layin zuwa INR 472 crores saman layi, yayi rijistar haɓakar 37%.Haɓaka kashi 37% galibi saboda an haɗa lambobin tare da Rex.Don haka a bara Q1, Rex ba ya nan.Don haka wannan kwata, Rex yana can.Don haka saboda wannan, akwai babban tsalle da kuke gani a cikin 37%.Don haka Rex ya isar da INR 40 crores a cikin wannan babban layin.Don haka idan muka cire lambar Rex daga wannan lambar tsayawa kadai, to akan ci gaban kasuwancin bututun kawai yana kusa da 26% cikin sharuddan ƙimar.
Dangane da lokacin ƙara, Rex ya isar da adadin tallace-tallace na metric ton 2,973.Idan na cire wannan lambar daga saman layin haɗin gwiwa, tsayawa kadai na ainihin kasuwancin bututun mu ya isar da haɓakar girma na metric ton 28,756, wanda ke kusa da haɓaka girma na kusan kashi 28%.Don haka sharuddan ƙima shine 26% kuma girman girma shine 28%.
Dangane da EBITDA, zaku iya ganin cewa EBITDA ta girma daga INR 61 crores zuwa INR 79 crores, kusan 28% girma.Don haka yanzu mun ga lambobin sun haɗa, yana da wahala a gare mu mu ware EBITDA na Rex, don haka za mu kasance - ba za mu raba muku wannan lambar ba saboda yana da wahala a yanzu cire EBITDA daban. yawan Rex.
PBT ya girma da kashi 38% daga INR 38 crores zuwa INR 52 crores, kuma 38% irin tasirin girma daga INR 24.7 crores zuwa INR 34.1 crores.Kuma idan kun ga haɓakar haɓakar girma, a bara, kwata kwata kwata ya kasance metric ton 24,476.A wannan shekara, yana da tan metric ton 31,729, wanda ke kusa da kusan girman girma na 41% a yawan tallace-tallace.
Zuwan bangaren kasuwanci mai mannewa, kamar yadda aka fada a cikin kira na karshe cewa yanzu ba za mu raba kowane kamfani-hikima ba, lamba-hikima mai rahusa na kwata-kwata.Don haka mun ba da ɗimbin haɗin gwiwar kasuwanci na m.Kudin shiga ya karu daga INR 141 crores zuwa INR 144 crores, kusan 2.3% girma yana can.Kuma EBITDA ana kiyaye shi a daidai 14.4%, yayi rijistar haɓakar 2%.
Don haka lambar Resinova ta kasance fiye ko žasa lebur a cikin kwata na ƙarshe.Kuma sashin Burtaniya ya ba mu kusan lambobi biyu, 10% zuwa 12% nau'in ci gaban layin sama.Amma ba shakka, waɗannan duk lambobin rassan za su kasance a gidan yanar gizon mu a kowace shekara.Duk rahotannin shekara-shekara za su kasance a wurin don duk reshen a ƙarshen shekara.
Yanzu zuwa ga adadin haɗin gwiwa, wannan babban layin ya haɓaka da 27% daga INR 477 crores zuwa INR 606 crores.EBITDA ta girma da kashi 22.78% daga INR 81 crores zuwa kusan INR 100 crores, kuma PBT ya girma daga INR 53 crores zuwa INR 68 crore, wato 27.34%, kuma PAT ya girma da kashi 27% daga INR 37 crores zuwa INR 37 crores. 48 crore.
Kamar yadda Sandeep bhai ya ambata riga, lambobin Rex sun kasance ƙasa da tsammaninmu saboda kusan mun rasa lambar wata 1 saboda kusan 13, 14 kwanakin Afrilu, mun rasa saboda aiwatar da SAP saboda ana buƙatar hakan don samun ƙarin haske akan lambobi da tsarin MIS mai ƙarfi, wanda Astral ke bi a cikin ainihin kasuwancin sa.Don haka muka aiwatar da hakan.Don haka abin ya shafa sosai saboda aiwatar da kananan kamfanoni koyaushe babban kalubale ne.Saboda haka, ya ɗauki lokaci fiye da mu - abin da muka tsara.Don haka saboda haka, dole ne mu sha wahala da asarar tallace-tallace.
Kuma abu ɗaya, kwata ɗaya, mun ɗauka - mun sami umarni daga babban kotu don haɗakar.Don haka saboda haka duk waɗannan umarni na kashe kuɗi waɗanda - duk kamfanonin gine-gine, muna fatan a gyara shi saboda dole ne mu canza lambar GST da duk kamar yadda lambar Astral GST.Don haka duk umarni sun canza tare da su.Don haka hakan ma ya dauke mana tsawon makonni biyu.Don haka kusan tallace-tallace na wata 1 da muka rasa saboda waɗannan dalilai 2: aiwatar da SAP da aiwatar da wannan tsari na haɗuwa.
Sauran, duka, Ina tsammanin Sandeep bhai ya riga ya ambata game da samfuran kowane mutum-fadi da ƙari na iya aiki na shuka da duka.Don haka yanzu, kai tsaye za mu je taron tambaya da amsa.Na gode sosai.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [2]
Da farko dai muna taya mu murna da bamu irin wannan adadi mai yawa.Da fari dai, kamar yadda kuka riga kuka ba da duk lambobin ƙarar.Don haka 26% na girma a cikin tallace-tallace da 28% na girma a cikin ƙarar bututu, za ku iya -- ɗan ƙarin bayani daga ina - wane ɓangaren da kuka sami irin wannan babban girma?
Mun sami haɓaka - Astral galibi kamfani ne na tushen famfo, wanda ke ba da ayyukan samar da ababen more rayuwa.Kuma mun sami ci gaba daga kusan dukkanin kasuwanni akan kasuwancin mu na fanfo.Mun kuma fadada iyawarmu a harkar noma.Amma duk da haka idan aka kwatanta da gasar, mu ba mu da yawa a harkar noma, amma mun sami kyakkyawar kasuwanci daga bangaren noma, kuma a bangaren ci gaban.Amma babban ci gaban mu ya samo asali ne daga sana'ar samar da kayan aikin famfo.Kuma babban ci gaban mu ya fito ne daga sashin CPVC.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [4]
Fadada yanayin ƙasa, ƙirƙirar alamar mu na wayar da kan kai, muna aiki tuƙuru don faɗaɗa tashar rarraba zuwa ƙaramin gari.Har ila yau, muna aiki tuƙuru don ƙirƙirar faɗaɗa isarwa ta hanyar kantuna.Har ila yau, muna da rabon layi daya don ayyukan.Don haka zan iya cewa fadada yanki wani bangare ne na shi, amma a lokaci guda, alamar da ƙirƙirar kasuwa ya taimaka mana mu ci gaba da ci gaba.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [6]
Shi ke nan.Na biyu kuma, a gefen gaban bututun, a baya, mun ga kashi 17%, 18% na wani gefe.Daga kashi biyu na ƙarshe, muna ganin -- a cikin kewayon kusan [wani] 15%, 16%.Don haka za mu iya ɗauka cewa wannan sabon al'ada ne don rarraba bututun Astral?
Don haka kamar - Praveen, gefe yana da rauni saboda ƙalubalen kasuwa suna nan, kamar rashin ƙarfi na ɗanyen abu yana can.A cikin wannan kwata ma mun yi asara a cikin kaya saboda kamar yadda kuka sani, farashin PVC ya faɗi a cikin kwata na ƙarshe.Maris, an yi watsi da shi sosai.Kuma Afrilu, kuma, ya ragu.Saboda haka, mun jawo wasu asara.A cikin PVC, yana da matukar wahala a ƙididdige adadin, amma ya kasance kusan INR 7 crores zuwa INR 8 crores nau'in ƙididdige adadin da nake ba ku.Don haka wannan kuma yana daya daga cikin dalilan da ke haifar da karancin digo a can a gefen bututun.Amma in ba haka ba, ba mu ga kowa ba -- matsala mai yawa.Don haka ina tsammanin za a kiyaye nau'in 15% na adadin gudu.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [8]
Domin kwata na karshe, Q1 --Q4 FY '19, kun ci karo da wasu kashe-kashe daya-daya na INR crores 12.Don haka kuma, kamar INR 7 crores, INR 8 crores na kashe daya, zan iya yarda, wannan shine kaya?
Ee.Kwata na karshe shima matsala iri daya ce saboda farashin PVC ya ragu da kashi 7%, 8% a cikin kwata - wancan kwata da kanta, amma shima yana can.Kuma ƙari, muna kashewa akan IPL da duk waɗannan abubuwa.To wannan kuma shine dalilin...
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [10]
Ee.Irin waɗannan abubuwa sun faru a cikin wannan kwata ma haka -- saboda haka.Amma a matsakaita, zaku iya la'akari da 15% shine nau'in gefe mai ɗorewa na dogon lokaci, wanda a baya mun saba faɗi kusan 14%, 15%.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [12]
Don haka - kamar ba ma bin diddigin abubuwan da ke kan VAM saboda muna da wahala muna amfani da VAM da yawa a cikin kasuwancinmu.Don haka bana tunanin hakan zai shafe mu sosai.Don haka ba mu...
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [14]
Mu ne - itace shine sabon sashi a gare mu, kuma mun sake buɗe layin samfuran itace gabaɗaya a 'yan watanni baya.Kuma muna yin gini akan wannan kasuwancin.Don haka idan aka kwatanta da zamaninmu ko sinadarai na gine-gine da sauran kayayyaki daban-daban [na sani, acrylics], itace har yanzu bai yi girma ba har farashin VAM zai shafe mu.
Praveen Sahay, Edelweiss Securities Ltd., Rukunin Bincike - Mataimakin VP na Bincike Daidaita & Mai Binciken Bincike [18]
Don haka muna da tambaya ta gaba daga layin Ritesh Shah daga Investec Capital (sic) [Investec Bank plc].
Sandeep bhai, kun nuna akan Rex, muna da ɗan bita a cikin kwangiloli.Don Allah za a iya fayyace ko yana kan masana'antar mai amfani ta ƙarshe?Ko kuwa zuwa bangaren albarkatun kasa ne?
A kan masu amfani, a zahiri, saboda kamfanin ya haɗu daga Rex zuwa Astral.Don haka duk waɗannan masu amfani, dole ne mu kusanci kuma mu canza kwangiloli daidai.
Don haka ƙarƙashin - waɗannan kwangilolin suna cikin sunan Rex, kuma suna amfani da lambar Rex GST gabaɗaya.Don haka, dole ne mu canza shi da sunan Astral kuma tare da lambar Astral GST.
Wannan mun riga mun fara.Don haka muna - a baya, muna samo asali daga wurare 1 ko 2.Don haka yanzu za mu gyara ƙarin kafofin.
Lafiya.Wannan yana taimaka.Yallabai Sandeep, idan za ku iya taimaka mana mu fahimci mafi kyau, kun nuna daga matakin 3-Tier zuwa 2-Tier rarraba don tallace-tallace na m.Idan za ku iya samar da ƙarin dandano a nan?Kamar, shin masu rarraba iri ɗaya ne waɗanda za su -- ana ba da su ga nau'ikan sunadarai daban-daban?Ko muna da masu rabawa daban-daban don nau'ikan sunadarai daban-daban?Idan zaku iya samar da wasu faffadan launi tare da wasu lambobi anan.
Ainihin, lokacin da muka sami Rex, suna da adadi mai yawa na masu rarrabawa.Ko da mutumin da ya sayi 10,000 ya kasance mai rabawa.Don haka dole ne mu daidaita wannan lamarin, kuma mun daidaita daidai da haka.Kuma mun haɗu don samun manyan masu rarrabawa.Kuma mun gano cewa don ƙirƙirar isarwa, yana ƙara wahala don canja wurin kowane tsari ko duk wani aikin sa alama har zuwa ƙarshen amfani yana samun ɗan wahalar wucewa ta waɗannan yadudduka 3.Don haka muna da yanzu -- galibin waɗannan -- masu rabawa na uku sun canza zuwa tasha ta biyu.Kuma waɗannan an rarraba su - kai tsaye an ba su ga dillalai ko masu amfani da ƙarshen.Kuma mun ƙara yawan tashar rarrabawa zuwa gare ta don biyan dillalai da masu amfani.To haka aka sake fasalin tashar.Ee.Muna da masu rarraba daban-daban don yawancin sinadarai.Haka nan babban sauyi ne da muke yi.A bisa ka'ida, mai rarrabawa ɗaya zai yi duk sunadarai.Kuma zai mayar da hankali ne kawai ya sayar da sunadarai 1 ko 2 saboda yana farin ciki da wannan kasuwancin.Kuma wasu daga cikin sinadarai za mu yi, amma ba kamar yadda ake buƙata ba ko kuma yadda ake girma a kasuwa ba.Don haka muna -- mun yi canje-canje da yawa a nan.Kusan an kafa zagayowar canji, ana gamawa.Kuma yana da kuzari.Zai ci gaba har shekaru masu zuwa.Ban ga wani abu da aka kammala a kasuwanci ba.Amma babban sashi yana da inganci kuma an yi shi.Don ci gaba da tafiyar da kamfani tare da haɓaka mai kyau, mai kyau taki da kudi mai kyau.Don haka muna kan hanya madaidaiciya, kuma ba mu -- mun yi gyare-gyaren da ya dace [wannan bukata].
Ritesh, wannan gyaran ba wai kawai zai taimaka mana don haɓaka ba, amma hakan zai taimaka mana mu inganta cikin gefe saboda 1 gaba ɗaya gefe, za mu yanke kawai.Don haka wannan zai taimaka mana wajen inganta tazarar da za a ci gaba, ba lallai ba ne cewa gaba dayan tazarar za ta shigo cikin aljihunmu.Amma muna iya ba da wani gefe zuwa kasuwa kuma.Amma hakan zai taimaka mana mu haɓaka kundin mu.
Don haka ba shine 7%, 8%, Tier 1 ke ɗaukar gefe ba.Don haka 7%, 8% haɓakawa a matakin EBITDA.Amma 7%, 8% -- wasu kashi, ƙila mu ajiye mana, kuma mu wuce zuwa kasuwa.Don haka har zuwa wannan, samfuranmu za su yi arha.Amma wannan shine - muna gani, wannan zai zama babban, babban fa'ida, watakila 1 kwata saukar da layin.Don haka ƙaramin tasiri zai kasance a cikin lambar Q2 wanda kuma mun riga mun sanar da shi tun da farko cewa - zuwa Satumba, za mu kammala canjin tsarin mu.Kuma daga Oktoba zuwa gaba, za mu dawo ga ci gaban da aka saba da shi da kuma mafi girma fiye da abin da muke bayarwa a yau.
Yallabai, tambayata ita ce, a cikin mawuyacin lokaci, muna nuna kusan kashi 28% na nau'in girma a cikin ɓangaren bututu.Yayin da kasuwancin adhesives yana da -- kudaden shiga ba su da kyau.Don haka idan za ku iya taɓa haske kawai, daga ina wannan buƙatar ta fito?Domin idan muka kalli sauran kamfanonin da ke bangaren ku ko kuma a bangaren da ke da alaka da su, za mu ga cewa akwai kalubale da dama da suke fuskanta, duba da yanayin karancin bukatu.Don haka idan kuna iya jefa haske game da yanayin kasuwa.Haka kuma a cikin sana’ar liƙa, me ya sa kuɗin shiga ya faɗi?Ina nufin ya kasance kamar yadda ake tsammani?Ko mun rasa wani wuri?
Don haka kamar -- na farko, zuwan sashin bututun.Don haka buƙatun bututun ya yi kyau ga masana'antu.Ba'a iyakance shi ga Astral kawai ba.Na tabbata sauran ƴan wasan da aka tsara su ma za su girma a cikin wannan mawuyacin lokaci.Don haka shine ci gaban gabaɗaya a cikin bututun.Yawanci, yana da matukar wahala a fahimci ainihin dalilin girma.Amma ina tsammanin canjin yana faruwa daga wuraren da ba a tsara su ba zuwa wuraren da aka tsara.Don haka wannan na iya zama ɗaya daga cikin manyan dalilai, waɗanda muke hangowa.
Kuma ƙari, musamman zuwa gefen Astral, mun yi gyare-gyare da yawa.Ina ganin Malam Injiniya ya riga ya yi bayani cewa za mu kara yawan yanayin kasa.Muna haɓaka hanyar sadarwar dila.Muna haɓaka kewayon samfur.Muna yin ayyukan sanya alama da yawa.Don haka duk waɗannan abubuwan suna ba da gudummawa ga haɓaka.
Kuma ba shakka, waɗannan yankuna ne masu girma da girma sosai, da wuya a ce irin wannan ci gaban mafi girma na yanki zai ci gaba har zuwa wani lokaci.Amma har ya zuwa yau, lokacin da muke magana a ranar 2 ga Agusta, wannan yanki mafi girma yana ci gaba.Don haka yana da wuyar gaske don ba da jagora kan yadda za mu ci gaba da babban yanki a ɓata masu zuwa.Amma ya zuwa yau, girma yana zuwa sosai da yawa.Don haka da wuyar fahimtar kasuwa.Yanzu zuwa ga ...
Don haka -- na -- haka kawai - don haka tambayata ita ce cewa sauran 'yan wasa sun girma sosai zuwa bangaren bututun agri, yayin da aikin famfo bai yi musu kyau ba.Duk da yake a cikin yanayinmu, sashin agri yana da ƙanƙanta kuma mafi yawa - kuma yawancin girma ya fito ne daga ɓangaren famfo.Don haka kawai na ɗan ruɗe, me yasa [bayani].
Ba haka bane, agri ne kawai ke girma.Ina tsammanin wani - wane kamfani kuke magana da sauran bai girma ba.Ba ni da wani adadin wasu kamfanoni a tare da ni, amma na tabbata sauran kamfanoni ma suna karuwa saboda ba a taƙaice ga buƙatar noma kawai ba.Domin sauran kamfanoni ba sa cikin jama'a tare da gefen famfo, wanda hakan na iya zama rashin samun lamba.Amma in ba haka ba, muna da ra'ayi cewa bangaren aikin famfo na kasuwanci yana girma cikin sauri.Don haka aƙalla, ba ni da lamba tare da ku.Idan kana da, don Allah a raba mani, zan iya shiga ta wannan lambar kuma.Zai taimaka min kuma.Amma gabaɗaya, haɓaka yana nan.Yana cikin gefen famfo kuma da girman agri.Agri gefen tabbas yana da girma girma.Don haka shi ma dalili.
Na biyu, zuwa ga sauran tambayar ku na gefen m.M, ba mu da wani abu da aka rasa a kasuwa.Muna girma a cikin kantin sayar da kayayyaki.Saboda canjin tsarin, wannan ƙananan girma ne kuma wanda muka jagoranta a gaba shine muke yin tsari.Kamar abin da muka yi a bara a Astral, mun rage iyakacin kuɗi.Mun daidaita iyakar bashi ga kowane mai rarrabawa.Mun haɗa kowa da kowa zuwa tashar kuɗi.Don haka a bara, mun rasa wani ci gaba.Amma yanzu da wannan gyara a bana, za ku ga yana taimaka mana sosai, kuma tsarin tarin ya inganta mana sosai.Hakazalika, gyaran tsarin yana faruwa a gefen manne shima.Kuma ƙarin kwata ɗaya, irin wannan nau'in ƙananan girma zai kasance a can.Amma muna da kwarin gwiwa cewa daga Q3 gaba, m zai - shima zai dawo cikin yanki mai girma.
Yallabai, tambayata ita ce, wannan sake fasalin tsarin rarrabawa da muke yi a cikin manne, wane irin saka hannun jari ne muke tunani a kan wannan?
Don haka a zahiri, akwai -- ba a buƙatar saka hannun jari.Kun fahimci yadda muke yin gyaran.Don haka a yanzu, akwai nau'ikan 3 a cikin kasuwancin.Don haka ɗaya, a saman Layer shine mai saka hannun jari;sai mataki na biyu, mai rabawa;kuma a mataki na uku, akwai dillali.Don haka yanzu muna cire masu hannun jari daga tsarin saboda ba lallai ba ne, suna ɗauke tsakanin 6% zuwa 8% nau'in riba daga gare mu.Don haka mun yi tunanin cewa bari mu yi kai tsaye tare da dila - mai rarrabawa.Don haka kudinmu zai yi kadan -- zai karu saboda mu ma za mu bude ’yan depots, kuma za mu tallafa wa duk masu rarrabawa daga depot.Kuma duk 'yan jari-hujja da suke sha'awar mu, duk sun ci gaba da rarrabawa.Amma za su sami daftari a farashin masu rarrabawa, ba a farashin hannun jari ba.Don haka babu -- ba a buƙatar saka hannun jari a cikin wannan tsarin.Sai kawai Layer ɗaya da muke cirewa daga tsarin.Kuma har zuwa wani lokaci, muna ƙara ma'ajiyar har zuwa hakan, ƙananan ƙira na iya haɓaka.In ba haka ba, ina jin ba a buƙatar zuba jari da yawa don wannan.
Yallabai, amma a wannan yanayin, ba mu hango cewa mai yiwuwa asarar [hankalin] tallace-tallace a lokacin wannan canjin na wucin gadi zai wuce H1 FY '20 a gare mu ba?
A'a, ba na jin haka saboda yawancin masu rarraba mu suna tare da mu kawai.Kuma kadan daga cikin masu hannun jari ma za su ci gaba da tare da mu.Don haka ba na tunanin za mu yi asarar tallace-tallace.Ee, a cikin lokacin miƙa mulki, zai kasance a can saboda muna cire kayan da aka keɓe na jari.Don haka hakan zai dawo mana.Don haka har zuwa wannan, a, zai zama asarar tallace-tallace, amma ba asarar tallace-tallace zuwa matakin mai amfani na ƙarshe ba.Sai kawai hannun jari wanda ke kwance a cikin tsarin zai rage.Kuma wannan shine abin da kuke gani a cikin kwata na 2 na ƙarshe cewa lambobin Resinova ba su kai daidai ba, abin da a baya ya kasance 15%, 20% nau'in ci gaban layi.
Amma a zahiri, yana samun kasuwa.Muna samun kasuwa a babbar hanya.Kuma ina tabbatar muku cewa bayan Q2 da Q3, za ku ga wannan canji, kamar yadda Q1 ke da -- babban sakamako.
Ko da wannan kwata, ƙananan lamba shine - ɗaya daga cikin dalili shine cewa ƙarar yana nan saboda darajar ta sauko, saboda duk farashin sinadarai ya ragu.Ko ka ɗauki VAM, ko ka ɗauki -- wannan epoxy, ko ka yi la'akari da siliki, raguwa mai yawa yana can a cikin farashin albarkatun ƙasa.Don haka dole ne mu rage farashin samfurin ƙarshe kuma.Don haka girma girma yana nan.Amma wannan - amma sha'awar kaya shima yana faruwa a layi daya daga tsarin.Don haka duka biyun suna nan.Don haka girma girma, babu asara mai yawa.Amma a, gefen darajar, duk mun yi asara saboda mun sauke farashin kuma.
Amma a adhesives, mun yi komai.Don haka da wuya a sami wani CapEx da ke faruwa a cikin hakan a matsayin kasuwancin (ba a iya ji).Aƙalla zuwa wannan shekara har ma da shekara mai zuwa, za a yi kaɗan kaɗan.
Kuma mun sanya duk abin da ake buƙata don samun duk sunadarai, iyawa, goyan baya, komai yana cikin wurin.Don haka bangaren saka hannun jari a wannan kasuwancin zai zama maras muhimmanci.Kuma fadada kasuwar zai yi nauyi sosai.Kuma za mu yi aiki tuƙuru don yin duk abin da ake buƙata mafi kyau a wancan gefen don ƙirƙirar alama a kasuwa don kowane samfuri da kowane sinadarai da muke yi.
Sandeep bhai, 'yan tambayoyi.Na daya, shin masana'antar gaba dayanta za ta amfana da wannan shiri na Jal se Nal (sic) [Nal se Jal makirci] na gwamnatin Indiya?Kuma ko akwai wata hanya da Astral za ta iya taka rawa a cikin hakan?Kuma yana haɓaka bayanan haɓakar mu a gefen bututu?
Tabbas.Astral za ta taka rawa sosai a wannan kasuwancin mai zuwa don rarraba ruwa.Za a sami samfurori da yawa waɗanda za su taimaka - gwamnati da ayyukan samar da ruwa don rarraba ruwa a nan.Akwai wasu samfuran da yawa waɗanda muke kallo a gaban fasaha.An gudanar da tarurruka daban-daban wadanda ayyukan samar da ababen more rayuwa na gwamnati za su bukata domin daukar ruwa da rarraba su.Don haka a.Astral yana aiki tukuru akan wannan.Ƙimar sabbin samfura waɗanda ke da tattalin arziki, mafi kyau da sauri don [kwana] don waɗannan nau'ikan ayyukan.Hakanan daidai da haka, yin aiki akan iyawarsa, ƙara layin samfuran da ke buƙatar kasancewa a cikin sassan da ke akwai, fayilolin samfuran da ke akwai.Hakanan muna aiki akan layin samfura tare da kamfanoni daga Amurka, inda muka riga mun sami samfurin cike da kwantena 2, 3 don kiyaye ruwa.Za a iya sanya samfurin a ƙasa da ƙasa.Za mu iya adana ruwan, sake amfani da shi ko sake cajin ruwan zuwa Madera.Don haka a.Wannan shine bangare, wanda yake kan nawa -- a saman jerin fifikona.Kuma da yawa ayyuka suna faruwa daga karshen mu a kan wannan bangare.Kuma ina ganin babban makoma mai girma a wannan bangare a cikin shekaru masu zuwa.Kuma ba za mu kasance a bayan kowa a wannan bangare ba.Mun riga mun yi JV tare da wannan kamfani.Da farko kawowa da siyarwa, sannan a samar a Indiya.Kula da ruwa yana saman layinmu.Kuma ruwa -- Jal se Nal (sic) [Nal se Jal makirci] suma ayyukan suna saman raina.
Da kyau jin haka.Sandeep bhai, kun ambata game da JV guda ɗaya, ina tsammanin, don haka za ku iya sanya wasu ƙarin launuka akan hakan?Ina nufin...
Lafiya.na samuNa samu haka.Kuma kun ambata game da sabbin samfura biyu kamar PEX da yayyafa wuta, shafi da casing.Yanzu menene girman wannan juzu'in a halin yanzu da kuma hade?Shin hakan yana kama da sabon samfurin da ke fitowa, idan zan faɗi haka?Kuma wane girman zai iya inda - bari mu ce, shekaru 5 a layin?Ina tsammanin wani abu da zai kawo launuka akan hakan zai zama taimako da gaske.
PEX sabon samfur ne.Kun riga kun san PEX, polyethylene mai haɗin giciye.Ana amfani da shi a duk ƙasashen da suka ci gaba tare da CPVC don aikace-aikacen famfo, duka don ruwan zafi da sanyi.A manyan ayyuka a Indiya, wasu daga cikinsu suna amfani da CPVC, wasu daga cikinsu sun fi son amfani da PEX.Don haka ba don samun wannan a cikin fayil ɗinmu ba, mun riga mun shigar da mafi yawan - sabuwar fasahar PEX-a a cikin wannan layin samfur.A halin yanzu, ƙididdige kasuwa don gaba ya yi wuri.Samfurin yana da matuƙar -- a cikin ma'ana ta kusa, samun kafa kanta.Amma zan iya kawai jefa haske ɗaya wanda muke da shi - a cikin ƙaddamar da wannan samfurin, a cikin kusan watanni 5 zuwa 6, muna samun matsakaicin siyar da INR 10 lakhs, INR 15 lakhs a kowane wata na PEX a cikin ayyukan inda masu ba da shawara suna son PEX kuma sun fi son PEX.
Kuma yanzu don ƙididdige samfuran ku akan yayyafa wuta, i, wannan kasuwa tana haɓakawa.Wannan kasuwa har yanzu tana cikin matakin ma'ana.Wannan samfurin yana can a kasuwa daga kusan 10, 15 -- shekaru 10 da kuma daga Astral.Saboda dalilai daban-daban, saboda tsarin yarda daban-daban, wannan ba a yi amfani da shi sosai a wannan sashin ba.Amma yadda waɗannan abubuwan da suka faru na gobara ke faruwa, hatsarori suna faruwa kuma kamar yadda ka'idar NFPA ta tanadar, ana iya amfani da wannan samfurin a duk waɗannan gine-ginen da waɗannan abubuwan ke faruwa ko kuma saboda wuta, mutane suna mutuwa.Ana buƙatar aminci yanzu a kowane gini.Kuma ina ganin wannan samfurin yana fashewa da girma cikin sauri a cikin shekaru masu zuwa, matsakaicin matsakaicin - a cikin shekara 1 ko 2, zaku ga wannan samfurin yana girma cikin sauri.
Babban fa'ida a cikin wannan layin samfurin, Astral yana ɗauka kuma gasar shine - Astral yana yin kowane samfuri, kowane mai dacewa a cikin gida tare da fasahar sa, tare da nasa - tare da yarda iri ɗaya a Indiya.Don haka muna da yawa, tsada-tasiri fiye da gasar da -- a cikin wannan sashin samfur.Kuma har yanzu, za mu iya siyar da samfurin a gefe mai kyau kuma.Don haka ina ganin kasuwa mai girma, babban makomar wannan samfurin, musamman ma [marasa ganewa].
Kuma Sandeep, tambaya ta ƙarshe, a gefen bututu.Kowane - abin da muke gani cewa kuna ci gaba da saka hannun jari a cikin ma'aikata daban-daban.Yana cikin sabon shuka ko sabon samfur ko sabon kantuna.Kuma wannan a zahiri yana haɓaka bayanan martabarmu.Shin akwai wani canji na tsari ko ainihin [kaska na gaba] a gefe wanda zamu iya tsammanin daga bututun da ke gaba?
Ina tsammanin mun saba cewa, 14%, 15% nau'in gefe wani nau'i ne mai dorewa.Amma hanyar da za ta zo ga Astral don sababbin samfurori ko watakila don samfurori na yanzu da duk, don haka yanzu iyakokin suna fadada a kan mafi girma.Don haka dole mu gani -- dole ne mu kalli halin da kasuwar ke ciki.Kuma muna fatan gani -- na biyu kuma, gyare-gyare da yawa na ciki da muke yi ta fuskar dabaru.Kamar na baya kuma a taron manazarta, mun yi bayani dalla-dalla cewa a yanzu a ko’ina da muke samar da a tsaye ana nada kowane shugaba a kowane bangare.Don haka - kuma tare da fadada yanayin ƙasa na shuka, don haka kamar - yanzu arewa ta riga ta tashi kuma tana gudana akan ƙarfin 60% a farkon shekara.Babbar nasara ce, zan iya cewa.Haka kuma a shekara mai zuwa, wannan gabas za ta fara aiki.Don haka a yau, kuna ganin ana siyar da samfurin daga Ahmedabad zuwa kasuwar gabas, muna ɗaukar nau'in ƙimar 10% zuwa 12%.Kuma ta yaya za mu kasance masu fafatawa a wannan kasuwa.Amma duk da haka, muna can a wannan kasuwa.Don haka da zarar mun kasance a can, to akwai yuwuwar da yawa da za mu iya samun rabon kasuwa mai kyau a cikin wannan labarin kuma.Kuma ba kawai rabon kasuwa ba, har ma da kyautuka masu kyau kuma saboda da zarar kun kasance a wata shuka ta gida, kusa da tashar jiragen ruwa, don haka wannan zai taimaka mana da babbar hanya kuma zai taimaka mana wajen faɗaɗa gefen mu.Amma a wannan matakin, ba na so in ƙara ja-gorancin mu saboda yanayin yana da wahala.Kalubale da yawa suna faruwa a kasuwa.Yawancin canji yana faruwa a wannan gefen albarkatun kasa.Yawancin canji yana faruwa a gefen kuɗin.Don haka ba ma so mu yi tsalle mu ce za mu kara yawan rata da wani kaso.Amma girma girma ya fi muhimmanci a gare mu.Kuma tare da wannan haɓakar girma mai girma, idan za mu iya kiyaye wannan nau'in tazarar da kanta babbar nasara ce a ƙarƙashin yanayin da muke aiki a cikin wannan kasuwar Indiya.Don haka kiyaye yatsa.Akwai ɗakin kai da yawa don haɓaka.Akwai ɗakunan kai don faɗaɗa gefen gefe.Tare da lokaci, za mu buše kowane da komai.Kuma yanayin yana kan hanya mai kyau, zan iya cewa.Amma a wannan mataki, ƙididdige shi zai yi mana wuya sosai.
(Usoron Mai Gudanarwa) Muna da tambaya ta gaba daga layin Tejal Shah daga Reliance Nippon Life Insurance.
Ina so kawai in fahimta, akwai canji na tsari a tashar rarrabawa, wanda kuka ɗauka daga rarrabawar Tier 3 zuwa Tier 2.Yayin da kuke yin bayani, akwai bayanan da kuka ɗauka.Don Allah za ku iya bayyana mana -- fahimtar hakan -- ta yaya ake lissafin wannan?
Don haka bari in gyara muku, rubuta-kayan kaya, ba ku ce mun dauka ba.Don haka ba a sake rubutawa ba saboda wannan canjin tsarin, da farko.Abu na biyu, kaya, duk abin da ke layi tare da mai rarraba matakin Tier 1, don haka dole ne mu samo shi - kawar da wannan kaya saboda dole ne mu sayar da shi ga kasuwa.Ko kuma idan ya kasa sayar da ita, to muna karba daga gare shi, muna sayar da shi a kasuwa.Ba a rubuta ba.
Yallabai, shin -- yallabai, bisa kuskure -- a cikin littattafanmu, akwai wasu lissafin da ya kamata mu yi don haka?
Lafiya.Kuma yallabai, abu na biyu, akwai wani alhaki wanda ba a raba shi ba na INR 311 crores.Za a iya taimaka mana mu fahimci abin da wannan ya shafi?
Ina tsammanin hakan ya samo asali ne saboda rancen -- lamuni da duka.Kuma abin da nake tunani, watakila - galibi saboda rance ne, amma dole ne in ga lambar.Kuma ina tsammanin - idan za ku iya kiran ni gobe, zan iya ba ku ainihin lambar.Ba ni da wani abu tare da ni.
Tabbas yallabai.Kuma yallabai, tambaya ta ƙarshe, idan zan iya shiga, dangane da farashin ma'aikata.Yallabai, akwai karuwar kashi 19% kwata-kwata.Don Allah za a iya jefa wani launi akan wancan?
I, iya.Don haka galibi dalilai 2 ne: Na ɗaya shine cewa za mu ƙara yawan kuɗin da ma'aikata ke kashewa a cikin kasuwancin ɗan leƙen asiri, don haka shine - wancan.Abu na biyu, haɓakawa na yau da kullun yana can.Kuma na uku, wannan kasancewar ƙananan kwata ne, don haka saboda wannan ka'idojin kashi, yana kama da girma sosai.Amma idan kun -- ko da yanzu a kowace shekara, idan kun ga Q4, koyaushe babba ne.Kwata na farko yana ba da gudummawa kusan 17%, 18% na babban layi.Kuma kwata na ƙarshe ya ba da gudummawar kusan kashi 32% na babban layi.Don haka saboda wannan, yanayin yanayi da kuke gani, shine mafi girma a lamba a Q1.Amma a kowace shekara, na tabbata ba zai kai haka ba.Kuma a lokaci guda, akwai ci gaban layi na sama, kuma zaku iya ganin 27% a cikin wannan kwata.
Yallabai, a cikin tambayar da ta gabata, ka nuna cewa akwai wasu kaya, waɗanda aka dawo da su.Yallabai, za ku iya ƙididdige adadin a nan?
Don haka wannan yana faruwa tun daga ƙarshe - kusan kashi 2 cikin huɗu.Don haka dole in duba wancan, nawa - lamba.Kuma wannan kwata ɗin zai zama ƙarami a cikin Q3 -- 2 kuma.Don haka da wuya a ce.Amma gabaɗaya, a al'ada, hanji na yana cewa, Ina iya yin kuskure a ainihin lamba, Ina -- uzuri, amma yawanci, a matsakaici, ana gudanar da waɗannan manyan masu rarrabawa - suna riƙe da kusan INR 40 crores zuwa INR 50 crores. kaya.Don haka a ƙarshe, INR 40 crores zuwa INR 50 crores za su dawo cikin tsarin, sannan za mu siyar.Don haka gabaɗaya, zai zama irin wannan lambar don cikakken shekara.
Lafiya.Kuma Sandeep bhai, kun nuna cewa abubuwan sun kasance al'ada daga Oktoba zuwa gaba, saboda muna canza tsarin rarraba.Don haka yallabai, yaya muke da kwarin gwiwa akan karuwar...
Muna da kwarin gwiwa 100%.Komai ya kusa gamawa.Kuma Astral, duk abin da ya ba da shi ne - an ba shi cikakkiyar shiriya a cikinta.
Ba muna ƙoƙarin yin wani abu ba tare da cikakken tsabta ba kuma an yi komai.Ina da 110% m, kuma abubuwa suna tafiya a hanya mai kyau.Ni ma, a zahiri na nuna shi a cikin nau'in lamba, kuma za a nuna shi a cikin nau'in lamba.
Kuma ni kaina, Ina tsoratar da duk kasuwancin m tare da - ba da shi 70%, 80%.Ina da kwarin gwiwa biyu game da shi.
Dole ne ku dogara gare mu.Abin da muke yi shi ne a kan dogon lokaci, kuma za ku ga lambobi da girma sun kai ga halitta, kowane nau'in sunadarai yana motsawa.A lokaci guda, muna aiki akan ƙari da yawa na sinadarai.Mun kammala dukkan nau'ikan sinadarai na gini.Muna da cibiyar R&D da aka amince yanzu ta Gwamnatin Indiya.Don haka muna da cibiyar R&D na zamani sosai.Wasu daga cikin sinadarai za su ƙare kuma ana fitarwa zuwa masana'antar mu ta Burtaniya, aikin yana kan aiki.Don haka ba wai kawai za mu yi abubuwa ne saboda wannan da wancan ya yi kuskure ko kuma wannan ya tafi ba daidai ba, amma muna yin abubuwa ne don fadada kasuwa da ci gaba.Kuma za ku gani a cikin lambobi.
Ina nufin a zahiri, waɗannan duka fa'idodin ne na dogon lokaci.Don haka kada mu sake yin bitar duka (ba a ji) na kwata 1 ko 2 kwata.
Har ila yau, dole ne mu fuskanci kalubale da yawa a cikin kasuwancin bututu.Kuma koyaushe muna wucewa ta wurinsu, an ba da cikakkiyar fa'ida ta kasuwa da cikakkiyar kwarin gwiwa kuma an ba da ita a kowane lokaci inda muka yanke shawara masu yawa, manyan canje-canje, canje-canje gaba ɗaya daga tushen zuwa wani tushe a cikin CPVC.Kuma mun yi aiki da shi tare da amincewa.Kuma ina gaya muku, za mu -- mun yi aiki a kai da tabbaci.Kuma ba zan iya cewa ga -- a wannan lokaci, amma ina tabbatar muku, za ku gan ta a cikin nau'i na lambobi daga - akalla daga wannan kwata zuwa gaba, ina gaya muku.Kuma Q3, Q4 zai kasance ko da a cikin manyan launuka masu tashi.
Wannan yana da taimako sosai, Sandeep bhai.Yallabai, tambaya ce kawai.Ta yaya hakan ke tasiri babban kuɗin aiki yana motsawa daga 3-Layer zuwa Layer 2?Don haka ban sani ba, nawa ne rabon a matakin hannun jari?Ko kuma a...
Ba zai shafi babban kuɗin aiki ba saboda har ma a nan ma da yawa daga cikinsu - mun kawo su a kan tsabar kuɗi da ɗaukar kaya ko kuma hawan keke yana kwanaki 15 zuwa 30.Har ma muna magana da masu banki don kuɗin tashar.Mun sami tayi mai kyau daga banki ɗaya don tallafa mana akan kuɗin tashoshi.Don haka muna 100% kiyaye babban kuɗin aikinmu kuma muna yin duk canje-canje kamar yadda ake buƙata.
Don haka muna aiki ta kowane fanni.Ba'a iyakance shi ga abu 3-Tier zuwa 2-Tier kawai ba.Amma a layi daya, muna aiki akan wasu irin su.Kuma Astral kuma mun dauki lokaci mai yawa don kafa alamar da kuma matsawa zuwa raguwa a cikin kwanakin da aka karɓa, sannan kuma mu matsa zuwa tashar kudi da duk.Wannan duk ci gaba ne na motsa jiki, yin magana da ma'aikacin banki, shigar da su cikin Hukumar da shawo kan - mai rarrabawa don zuwa hanyar samar da kuɗi ta tashar, samun duk yarjejeniyoyin kan wurin tare da kowane mai rarrabawa.Wannan motsa jiki ne mai tsayi sosai.Ba zai iya faruwa a cikin 1 ko 2 kwata ba.Kullum muna gaya wa masu zuba jari don Allah a ci gaba da hakuri saboda ƙarshen rana, ba mu nan don 1, 2, 3 ko 4 kwata.Muna nan tsawon shekaru.Kuma dole ne ku ci gaba da hakuri.Kuma tare da wannan hakuri - har ma Resinova lokacin da muka karbi ragamar mulki, na tabbata cewa masu zuba jari sun yi rashin jin daɗi na farkon shekara 1 ko 1.5 saboda masu zuba jari suna duban ra'ayi na farashin hannun jari.Lokacin da ra'ayi na gudanarwa, idan kun gani, ba mu kalli ra'ayin farashin hannun jari ba.Kullum muna ganin cewa waɗannan canje-canjen tsarin ne waɗanda zasu taimaka wa ƙungiyar na dogon lokaci.Kuma a koyaushe muna cewa, "Duk masu zuba jari, ku ci gaba da haƙuri kuma ku sanya kuɗi don ra'ayi na shekaru 5."Na tabbata a cikin wannan wa'adin shekaru 5, duk abin da ake buƙatar gyara ga wani abu, za a canza shi zuwa lambar riba.Kamar abin da ya faru a Rex ma.Lokacin da muka sami Rex, EBITDA ta ragu daga 14%, 15%, 16% EBITDA na yau da kullun ne na Rex.Mun sauko zuwa ko da 3% irin EBITDA.Kuma kwata na ƙarshe, kuna ganin kusan 6%, 7% ko 8% irin EBITDA.Yanzu kun zo nau'in EBITDA mai lamba biyu.Don haka waɗannan -- duk abubuwa suna ɗaukar lokaci saboda -- kuma wani lokacin muna yin kuskure a cikin hasashen mu ma.Mun yi la'akari da cewa za mu yi gyara a cikin 2, 3 kwata ko watakila 4 kwata.Yana iya ɗaukar kashi 6 kuma.Don haka da wahala sosai idan muka yi abubuwa masu amfani, wani lokaci ma yana ɗaukar lokaci kuma muna iya shiga cikin hukuncinmu ma.Karshen ranar, mu ma mutane ne.Kuma muna kwarewa a cikin fadowa.Don haka koyaushe muna roƙon kowa, "Kada ku duba, don Allah, 1 kwata ko 2 kwata. Ku yi haƙuri. Da zarar waɗannan abubuwan za su -- gyara, zai canza zuwa lamba a nan."
Na biyu, bari in zama mai fayyace cewa kallon yanayin kasuwa da yanayin kuɗi.Ba da ƙididdiga da siyar da kayan shine abu na ƙarshe da muke yi daga shekaru 2 da suka gabata, har ma a cikin kasuwancin bututu da mannewa.Kuma ba za mu yi haɗari da kowane haɓaka ba a farashin bayar da kaya akan manyan ƙididdiga zuwa wannan kasuwa ko haɓaka layukan kiredit ko hasashen waɗannan lambobin.Wannan shi ne -- mu -- fifiko na farko shine kiyaye wannan.Kuma kiyaye duk waɗannan abubuwan, muna yin duk waɗannan abubuwan kuma muna ci gaba, daidai?
Kamar yadda Hiranand bhai ya fada, muna fuskantar kalubale a Rex.Mu kuma, muna cikin haɓaka cikin lambobi biyu.Hakazalika, a cikin bututu, muna wucewa ta irin waɗannan kalubale.Kuma ba mu da wani kalubale a cikin m.Ya wuce duk waɗannan ƙalubalen da girma da rata.Duk da haka, ba mu taɓa samun gefenmu ya tafi mara kyau ba.Wannan shine ɗayan manyan abubuwan da muka kula da su sannan kuma duk canje-canje.
Ko da bututu, kuma idan kun gani, akwai babban jagorar girma.Mukan sami damuwa wani lokaci a wannan bangaren kuma.Kullum muna magana da ƙungiyarmu cewa, "Kuɗinmu lafiya?"Domin wani lokaci, idan ka sami girma mafi girma daga kowane mai rarrabawa ko kuma wani yanki na musamman, muna yin taka tsantsan saboda wannan ba lokaci ba ne mai kyau a kasuwa, a gaskiya, saboda kasuwa ya yi tagulla.A ƙarƙashin wannan yanayin, kiyaye ƙimar ma'auni shine babban ƙalubale a gare mu.Don haka koyaushe muna bincika sau biyu tare da mai rarraba mu, sau biyu tare da ƙungiyarmu.Ta hanyar bayanan kasuwanmu, muna tattara bayanan.Cewa ko buƙatar gaske ce ko kuma wani yana ɗaukar kaya mafi girma sannan wani abu ya ɓace, don haka muna wasa sosai da taka tsantsan.Kuma wannan shine dalilin da ya sa - a bara, mun rage kwanakin bashi ma.Hakanan zaka iya gani a cikin adadin ma'auni kuma.Don haka dole mu kasance -- Na yarda da Sandeep bhai cewa a farashin kiredit ko a farashin receivable ko ingancin takardar ma'auni, ba ma son yin kasuwancin.Za mu yi farin cikin yin ƙananan kasuwanci kaɗan, amma muna so mu kiyaye cewa ma'aunin mu ya kamata ya kasance cikin koshin lafiya.Muna farin ciki lokacin da ma'aurata na -- ko 3% ƙananan haɓaka, amma ba ma son yin hadaya tare da ingancin ma'auni.
Yan uwa wannan itace tambaya ta karshe.Yanzu na mika taron ga gudanarwa don rufe sharhi.Yallabai, zuwa gare ku.
Na gode sosai, Sandeep bhai da Hiranand bhai saboda kasancewarsu mahalarta kiran.Na gode sosai.
Na gode Nehal, kuma na gode wa kowane ɗan takara don shiga wannan kiran.Idan kuma an bar wani abu, ina nan a yau.Kuma gobe gaba, dukkanmu za mu tafi Turai.Don haka don Allah, idan kuna da wata tambaya, kuna iya kirana ta wayar hannu.A koyaushe ina nan don amsa tambayar ku.Na gode sosai.
Lokacin aikawa: Agusta-28-2019