Aman Kotari · Aquitas Investments
partialCurrent gas costs for Q1 FY27
They will be around the same number. Uh we are still in the midst of the quarter. Currently what I understand it is 18 plus 18 and a half plus. It may be around the same number.
CHAMBALFERTILISERSANDCHE / Q4-FY26 / claim-ledger
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Chambal Fertilisers and · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Aman Kotari · Aquitas Investments
evasiveReason for jump in receivables and short-term borrowing
The these are some short-term uh as far as short-term borrowings are concerned these are small uh cash flow mismatches which happen but they will be eventually evened out during the course of the year.
Aman Kotari · Aquitas Investments
directRisk of receivables bloating like in FY22-23
no I don't think that is going to happen this government in particular are very clear that uh fertilizer is a very very important sector to support
Aman Kotari · Aquitas Investments
directExpected capacity utilization for TAN in current year
Yes definitely that Mr. Narendra Goyel has promised me that by all means he will 75 80% uh that is his commitment to me.
Aman Kotari · Aquitas Investments
partialVolume growth outlook for complex fertilizers
we did make some strategic purchases very big I mean in the beginning of the year and we have covered at least July August in terms of our stocks for complex fertilizers.
Aman Kotari · Aquitas Investments
partialUpdate on new capex plans (URA plant, TAN expansion)
The only guidance I would give is that the government looking to the situation... we are very ready in the sense that we have land we have the environmental clearance... we are ready the moment the government pushes the button
Prashant · Byani
partialReason for sharp jump in EBITDA per ton for URA in Q4
So it is uh more to do with the product mix. We do know that we do sell a certain amount of ammonia. So we had better margins there.
Prashant · Byani
partialURA sales volume guidance for FY27
we are confident that we will do uh better than last year but we whether we'll touch 35 we will have to uh it's a touch and go there but we will definitely uh exceed what we did this year
Manus Baker · SR equities
evasiveMargin range for TAN at full capacity and market outlook
I think our budgeted numbers are very well there in fact they will be exceeded in terms of what the margins could be and that's my feeling at the moment.
Sep Mukharji · SKP Securities Limited
declinedActual energy consumption (Gcal/MT) for G1, G2, G3
Definitely below the government uh norms by percentage good percentage. So normally we do not reveal these numbers publicly
Bashal Takur · Balaji Investment
partialRevenue guidance for TAN in FY27
it will revenue guidance is dependent on what the number is budgeted number normally for this is about uh 38 about 37 38,000 rupees a ton that is the normal number that you might think about
Vaj · Simple
partialTAN utilization in first year and market tightness
market at the moment is short I think the people want material... I don't see in terms of production why we should have an issue