Chambal Fertilisers and · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
12
Answered directly
67%
Numeric claims
0
Consistency
—
Question ledger
Prashant Biani · LR Securities
directWe are just at the cusp. in fact we had started the steam blowing and other pre-commissioning activities. So that part is for the WNA plant and for the ANS and melt we should be doing that shortly or thereafter. But the end product should be out by say March. April April April.
Prashant Biani · LR Securities
directNBS policy we believe will be more or less a continuation from the past wherein I do not expect the government to go opening up the DAP segment but as you know the other parts of the NPKs are open in terms of pricing.
Prashant Biani · LR Securities
partialthe way it is to be seen is that we had significantly higher capacity also sale of DAP and DAP you know is a fixed margin business despite the higher cost that we you see procurement was done at much higher prices in this quarter although the government gives you a fixed percentage or fixed number 1,026 or some such number because it's 4% of the MRP So that drags the margin down.
Prashant Biani · LR Securities
evasiveNo, as far as we understand we have raked up this issue with the government. We have met the requisite personnel but they said that we have to start the exercise. They are busy with other things on other matters so far.
Vaj Kacharia · SIMPL
evasiveI've just explained that we do not really have a handle on this. Although there are precedents but we do not know what the government is actually going to do.
Vaj Kacharia · SIMPL
directWe do hope that we have the capacity in terms of running the plant. I don't think production is going to be an issue. We have to see how well the market absorbs the product. At the moment I don't see any showstoppers as far as reaching a very healthy capacity utilization 75 80% plus I don't see any problem.
Vaj Kacharia · SIMPL
directI think you are talking about we were talking about Terry Terry is you know a very well-known institute in terms of sustainable agricultural solutions in biologicals we had entered into a an understanding for them to do research on specified product lines.
SEP Mukharji · SKP Securities Limited
directorder was $14.6 on NCV basis per MMPU.
SEP Mukharji · SKP Securities Limited
directGipon one for the quarter we had about 2.84 lakh ton produced. Garipan 2 it was 2.69 lakh t and gap 3 it was 3.51 lakh t so total 9.04 lton.
Duv Muchel · HDFC AMC
partialnaturally there is a substitution effect if prices are beyond a certain range farmers will tolerate a certain price gap beyond which they will not. Last year the substitute was not available to some extent that is why the NPK's worked well for the industry.
Karan Gupta · Ki Capital
directthis is a good it's a expanding market let me tell you we are anyways growing in the market I think around five to 6% kagger and the market will shortly become long in the sense that there will be some capacities addition added by us by even Gopalur at Deepak and so on in the next one or two.
Karan Gupta · Ki Capital
evasiveI think if our plans work out, we don't have anything to offer in the next one or two years. Beyond that, we'll see.
