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
75%
Numeric claims
6
Consistency
contradicted
Question ledger
Nirav · Anvil Wealth
partialExport has grown by 30%, and domestic B2B institution segments have moved by 36%. Domestic formulation B2C business has moved up by 5%. I would say volume and the value, more or less, it's aligned. We can take volume growth also in the same level.
Nirav · Anvil Wealth
partialThe new products have helped in the domestic formulation business segment. But actually, that has to really play out. Our growth has come from the export segment, where we have grown in terms of volume as well as in terms of price. And being export-oriented, the currency also has helped us.
Nirav · Anvil Wealth
directWe currently export predominantly bioproducts to Europe. Not much of agrochemicals. With elimination of duties up to 12%-13%, I think it will improve the export competitiveness. We need to explore this further. At this point in time, it has not really played out for us.
Nirav · Anvil Wealth
directWe have expanded 20%, and now we are planning to expand another 30%.
Soumya · Avendus Spark
partialOn an annualized basis, this EBITDA of INR 5,000-5,500 is still achievable for the current year as well. But there will be some drop in the margins in the current situation with the higher sulfur price and the current depreciation and not so compensating subsidy.
Soumya · Avendus Spark
directNot yet. Currently, the $1,290 remains. As the industry is not keen to increase its price any further, looking at the various aspects, the industry will be pushing for cost reduction in phosphorus price.
Soumya · Avendus Spark
directWe generally operate the plant at 100% from day one, and why not again for this project as well? So we will operate the plant at 100% capacity.
Soumya · Avendus Spark
directB2B is around 25%. B2C will be 30% and 40%-45%.
Ankur · Axis Capital
partialIn the case of CPC business of Coromandel, definitely our contributions are doing good, and it is in the range of 20%, which we are confident of sustaining or improving it. For the quarter, we achieved 20%, and in the next nine months, it's 18%.
Ahmad · NC Capital
evasiveVery difficult to put any number, but all I can say is there has been a reduction in the valuation compared to what it was 6-9 months before. Fortunately, the rock prices have been moderating. That has cushioned this impact to a great extent.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
directBusiness EBITDA share, 62%.
Naushad Chaudhary · Aditya Birla Sun Life Mutual Fund
directIt will be more or less the same. I don't see any challenge because it is not only because of sulfur is going up. When sulfur goes up, PA price also goes up. So as far as the valuation is concerned, I don't see any major significant shift.
