Subsidy under-recovery in Q4
Management noted that DAP margins are not adequate due to raw material cost increases; representation to government ongoing, but correction may not happen before April.
COROMANDEL / Q3-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
Raw material price volatility (sulfur/sulfuric acid)
Sudden spike in sulfur and sulfuric acid prices due to demand from China and Indonesia could impact input costs.
Delays in securing export orders for bioproducts
Export volumes in bioproducts were impacted due to delays in order finalization, though expected to recover in Q4.
Competition and pricing pressure in crop protection exports
Analyst raised concern about pricing-led competition in export markets; management acknowledged but highlighted diversification and formulation foray as mitigants.