Sumant Kumar · Motilal Oswal
partialReason for EBITDA margin increase in NPK/DAP manufacturing
When you look at it on an annualized basis, I think we will be in the range of INR 5,500-INR 6,000, as we had indicated earlier.
COROMANDEL / Q1-FY24 / claim-ledger
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Coromandel International · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Nirav Jimudia · Anvil Research
partialSSP business EBITDA contribution and volume growth drivers
Normally, in SSP business, the SSP products have a margin of about INR 2,000-INR 2,500. In some cases where we have value-added SSP, it can go up to INR 3,000 per metric ton.
Tarang Agrawal · Old Bridge Capital
directSubsidy vs non-subsidy EBITDA share in Q1 FY23 and Q1 FY24
Last year, non-subsidy was 70... It was 84% during this year, and in the last year, subsidy business share was 77%.
Tarang Agrawal · Old Bridge Capital
evasiveProvision taken in Q4 FY23 for raw material price decline
We have made necessary adjustment in the books as a conservation principle based on the subsidy reduction that was supposed to come in. This has also been disclosed in the notes to the accounts.
Vishal Biraia · Bandhan Mutual Fund
evasiveRisk to EBITDA guidance if rock prices don't fall
Taking into consideration all these factors, we believe that about INR 5,500 million-INR 6,000 million achievable business for the year.
Bharat Sheth · Quest Investment Advisors
partialEconomics of Nano DAP and drone business revenue
Nano DAP... factory is coming up in Karnataka, and hopefully we should be able to commercialize the plant in October... On the drones... they have recently received an order of 100 drones from IFFCO.
Arjun Khanna · Kotak Mutual Funds
partialNew chemistries for specialty chemicals and CDMO timeline
We have identified those molecules that we can potentially manufacture using the existing setup... We do have inquiries that come up from some of the Japanese innovators as well as European ones.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
evasiveCash deployment plan beyond FY24, split between fertilizer and non-fertilizer
We are not doing a segregation of saying, 'I want to invest only so much in our group business.' It is attractive, and it makes value in the longer term, there will definitely be investment allocated to that.
Ramesh Sankaranarayanan · Nirmal Bang Equities
directCDMO business model: manufacturing only or full innovation chain
The eventual destination is what you just described, but, you'll appreciate, I mean, the customers would like us to graduate step by step. We're going to start with manufacturing and then graduate step by step.
Vishnu Kumar · Spark Capital
evasiveAdditional CapEx for specialty chemicals in next 2 years
Currently we do not have anything majorly planned, but based on the business case, I do believe there will be some modest investment required for this segment as well.
Rohan Gupta · Nuvama Wealth Management
partialScope for further change in product mix and utilization increase
Our utilization will be more or less the same as last year, because we also did well. Also we use different type of input raw materials, which can increase the throughput.
Rohan Gupta · Nuvama Wealth Management
directDebt on books and processing prices
We don't have debt on the books. We don't have any borrowings. There have been some very short-term working capital limits that we avail... $2-$3 is the processing price.