Nilesh Shah · Envision Capital
declinedVolume growth for mancozeb in 9M FY25 vs 9M FY24 and price capture
we'll not get into specifics on the product pricing and volume at this stage.
COROMANDEL / Q3-FY25 / 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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Nilesh Shah · Envision Capital
evasiveProduction of technicals in FY25 and FY26 and new products
it may not be appropriate to look at absolute volume technicals because more and more new products are coming in... Rather, we should look at whether we have got pipeline for new generation molecules...
Nilesh Shah · Envision Capital
partialSSP volume growth outlook and margin per ton
SSP is definitely revert. In fact, current year performance is much better... margins are in the range of INR 1,500-INR 2,000, but it can potentially go up with the increase in share of this upgrade.
Prashant Biyani · Elara Capital
directDrivers of strong POS volume and Q4 dispatch growth
overall monsoon conditions, reservoir levels, and crop acreages, the consumption has gone up significantly... It won't be a double-digit growth. It will be as per our plan.
Prashant Biyani · Elara Capital
evasiveFY26 volume growth breakdown between manufacturing and trading
It will be a combination of both. Very difficult to put a number...
Prashant Biyani · Elara Capital
partialDecline in non-subsidy, non-CP EBITDA segment
I don't know how you arrive at the math... There is only a correction or a reduction in the bio business. The rest of the segments have grown well.
Arjun Khanna · Kotak Mahindra Asset Management
directSupply chain for new granulation trains and rock phosphate acquisitions
For the new granulation capacity, the phosphoric acid required INR 200,000. We are putting up a new plant... we don't anticipate any challenge in terms of securing rock phosphate for the new plant.
Arjun Khanna · Kotak Mahindra Asset Management
partialRetail business turnover and scaling plans
As for the segmental, we don't put out the separate top line and profitability. But what I can say is that it has grown significantly on Q3 alone. The top line growth is 20%.
Somaiah Valliyappan · Avendus Capital
directVolume growth contribution from core vs northern markets and expansion plans
This quarter, basically Rabi season, the activity is more in the northern markets... The volumes, almost 3.1 lakh tons, have come from north and central. If I have to compare... they've run 1.6. So almost we can say we have doubled our numbers.
Ankur Periwal · Axis Capital
directTimeline for 40% jump in fertilizer margin and SSP contribution
That number remains intact. And as soon as this plant gets commissioned... we should be able to achieve this sort of a jump in EBITDA margin probably in two years down the line. And that also includes the portfolio of SSP as well.
Ramesh Sankaranarayanan · Nirmal Bang Equities
evasiveVolume growth expectation in exports next year
the outlook is quite positive... volume becomes an important play... our growth expectation is buoyant in both actives as well as formulations. But as a company... its outlook for formulation growth is on the higher side in exports.
Rohit Gurav · Quest Investment
directSSP 1 million ton blend composition and profitability
the value-added products with urea SSP and GroPlus, out of 1 million ton, when we reach, at least I expect 60% to come from these two products... blended margin with this sort of a combination should go to INR 2,500 per ton.