Volatility in sulphur and phosphoric acid prices
Sulphur prices peaked at $300+ and have softened to $225, but further volatility could impact margins. Management noted marginal reduction in value addition due to higher sulphuric acid costs.
COROMANDEL / Q1-FY26 / 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
DAP supply tightness and price risk
China's DAP exports have dried up, tightening global supply. While management expects softening post-Rabi, any supply disruption could impact costs and availability.
NACL acquisition integration delays
SEBI clearance for NACL open offer is pending; management declined to comment on profitability timeline, indicating uncertainty.
Subsidy outstanding risk
Subsidy outstanding stood at ₹2,911 crore as of June 30, higher as a percentage of revenue (41% vs historical 35%), though management attributed it to seasonal channel inventory.