Coromandel International · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
96%
Numeric claims
4
Consistency
contradicted
Question ledger
Prashant Biyani · Elara Capital
partialBoth are very, very relevant. Very fully concerned on the supply of raw materials for ethylene business and evaluating opportunities of creating capacity... We are seriously evaluating. We will soon hear something... On the rare earth minerals, we have not applied our mind at this point of time.
Prashant Biyani · Elara Capital
directLogically, subsidy should go up.
Prashant Biyani · Elara Capital
directIf everything goes well this year, 2526, you know, two, three months of rainy season, we don't operate. Rest of the month, we should come closer to 300,000 to 400,000 tonnes per annum... Hopefully, we should double it in the next two years.
Somaiah Valliyappan · Avendus Spark
directChina is one of the major source for India in the last few years, completely dried up this current year... But we are confident that from Middle East, sources increased volumes can come through... I don't see any reason why for India alone DAP price should go up. I have a strong view. If appetite for DAP for the forthcoming Rabi seasons are met, DAP prices should soften from thereon.
Somaiah Valliyappan · Avendus Spark
directOn the manufactured margin, our normative EBITDA of metric ton of 5,000 will sustain during this year. That's our hope and we'll strive to do that. In terms of the phosphoric acid price change, it's in line with the global commodity prices, especially DAP increase. And this may warrant some correction in certain NPK grades...
Speaker 7 · Oracle Capital Service
directRoughly, you can take around three point five to three point one seconds of rock may be required, but they're not as rate. And that depends on the P2OF content. Suppose if we use low grade, it may go to four, four point two five tons. If we use high grade, it will come to 3.25. On a blended basis, you can take this sort of number.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
directNo, but consumption also has grown well. While I agree with you, we don't beyond South market, we have done volumes in North market, but they are all on cash basis and correction has been good and the consumption also happened. Consumption share also has gone up during this quarter.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
directNo no. First quarter, the primary sale is higher and the consumption is low because the season starts in third fourth quarter of fourth week of May. So it's a function of channel inventory there at the end of the quarter. But once the consumption begins in July, we can see significant reduction in the channel.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
directI think it's around 65% to 67% Tata facility business as against last year of 'seventeen. There has been significant improvement in our facility during this period.
Jayshree Bajaj · Trinetra Asset Managers
directIn terms of the initial, we have got the competition commission approval and we are waiting for a big clearance and we hope we get this in Q2 and we should be able to complete the transaction... Close to INR 2,000 crores we'll be spending... So at some stage, company may have to resort to long term funding...
Ankur Periwal · AXIS Capital
directOn the NACL, as I mentioned, we have a complementary set of active ingredients... On the specialty nutrients, we have doubled our sulfur capacity last year... We have concrete game plan to grow these two segments. We'll see the results in the coming quarter.
Riju Dalui · Antique Stock Broking Limited
directGood observation. This is due to consolidation of BMCC, which has become a subsidy company, and this mainly relates to amortization of all burden expenditures... It can be estimated around that level. Actually, we can say that on a consolidated basis.
