Coromandel International · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
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Questions audited
11
Answered directly
82%
Numeric claims
5
Consistency
contradicted
Question ledger
Somaiah Valliyappan · Avendus Spark
directThe margins for next year, we are expecting in the range of about INR 4,500-5,000 per ton in terms of EBITDA. This considers the NBS rate that has been announced by the government.
Somaiah Valliyappan · Avendus Spark
partialOverall, price is a function of global prices of input, raw materials and commodity prices. We have seen some softness in the global DAP prices... If that warrants a correction, we may look at it, but as you see, at this point of time, we should be able to manage with the announced subsidy and the MRPs.
Somaiah Valliyappan · Avendus Spark
directCurrently, the focus for fertilizer is to get the SA and PA plant... definitely we announce the and going forward, the business is looking at the opportunity to add further 3.5 lakh tons in the existing capacity. Which means from the current 34.5 lakh tons we are expecting another 3.5 lakh tons to be added.
Prashant Biyani · Elara Securities
directDhaksha is on a solid start... We have set up a new state-of-the-art manufacturing facility... capacity to manufacture about 400 drones per day, per month... order book of INR 250 crore... Margin should be into with the high teens to begin with.
Prashant Biyani · Elara Securities
declinedWe can pull it up in our notes, or Anuj will be able to give you the details offline.
Prashant Biyani · Elara Securities
directWe have, for FY 2025, estimated between INR 1,200 crore to INR 1,500 crore overall in terms of CapEx investment.
Ankur Periwal · Axis Capital
directOn the specialty chemical side... last year, we would have clocked close about INR 50 crore in terms of sales to the specialty chemicals base customers... On the Nano DAP... we hope to expand the volumes in next year... we hope to see 20-25% replacement happening over the next three to four years.
Ankur Periwal · Axis Capital
partialEach of the business have their own attractiveness and the growth trajectory. The intent, obviously, is to see how we can propel the growth for the non-subsidy businesses... investments are happening in some of the newer chemistries... drones and other aspects.
Bharat Sheth · Quest Investment
directLast year, I would say that we had somewhere close to INR 1,700 crore of revenue from all our retail centers. We have about 750-odd stores. We're planning to expand by 55 stores... SND is about INR 600 crore at this point in time.
Arjun Khanna · Kotak Mahindra Asset Management
evasiveHere we are representing to the government, because the surplus is of a corporate and linked as a corpus for certain purposes... We are awaiting some clarifications.
Ramesh Sankaranarayanan · Nirmal Bang Equities
directSA and PA plant will take two years to get completed, and hopefully in FY 2026 end or early FY 2027 is when those plants will be up and running... On the MPPs... could take again 18months-20 months' time... you should look at a two-year window.
Rohan Gupta · Nuvama Wealth Management
directThere has been a reduction in the NBS rates... one could look at INR 1,500-INR 2,000 increase in the overall subsidy... we are seeing a trend for RM to be soft and stable... plus, the sulfuric acid plant... will also bring in more operational efficiencies.
