Continued price pressure in export technicals
Export prices remain soft due to Chinese dumping; management expects pressure for another 1-2 quarters.
COROMANDEL / Q1-FY25 / risks
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Coromandel International · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Subsidy rate lag and margin compression
NBS rates fixed in Feb-Mar did not fully reflect subsequent raw material price increases, compressing Q1 margins. Recovery depends on timely revision.
BMCC Senegal profitability timeline uncertain
Analyst questioned when BMCC JV would turn EBITDA positive; management cited H2 stabilization but no clear breakeven timeline.
DAP special subsidy uncertainty
Government announced special DAP subsidy but NPK subsidy unchanged; management may need to moderate trade discounts, impacting margins.