NRA Jimurya · annual wealth
directVolume erosion in agrochemical intermediates from peak levels
the volumes that we sent were essentially zero or close enough to zero. ... these products are conspicuously absent in our Q2 uh results.
DEEPAKNTR / Q2-FY26 / claim-ledger
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Deepak Nitrite · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
83%
Numeric claims
1
Consistency
contradicted
Question ledger
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NRA Jimurya · annual wealth
partialTiming of volume recovery in agrochemical intermediates
cautious optimism ... the number is no doubt higher than the zero that it was in Q2. ... material movement is to begin from this month or next month onwards
NRA Jimurya · annual wealth
directAmmonia storage and cost minimization strategy
we do have an alignment ... allow us to import ammonia as well as buy from domestic sources. ... storage facility ... will be about roughly about 15 times how much we would have had over these many years
NRA Jimurya · annual wealth
directCapacities of new WNA and CAN plants
we would be on an annualized basis I think producing roughly about between 250 to 270 tons per day. ... somewhat close to that with regards to concentrated acid
Arun · Aendes Park
partialPhenol volume growth and debottlenecking impact
in Q2 there was ... very moderate growth. I think it was about 2 3% frankly ... we should be able to squeeze out more output in H2
Arun · Aendes Park
directBreakdown of ₹2,000 crore capex spend
95% of this would not have anything to do with polycarbonates or phenol ... nitration hydrogenation ... nitric acid ... R&D facility ... multi-purpose plants ... MIBC and MIBK
Abijit Kala · KIE
directImpact of US tariffs on agrochemical intermediate demand
the US tariffs have been spread across the whole world. ... the gap has been genuinely simply because of an inventory buildup ... when our customers are not producing they're not in a position to buy our intermediates
Abijit Kala · KIE
evasiveVolume-price split for advanced intermediates revenue decline
the value drop is from one direction where the volume is not high and the volume bump is in another direction where the margins are not high.
Abijit Kala · KIE
directQuantification of pre-operative expenses in advanced intermediates
it will be around 15 crores for the quarter.
Sesh Jen · ICIC Securities
directChinese dumping products and geographies
The significant amount of dumping that we're finding from China would be in products such as sodium nitrite ... dasta ... and in a couple of cases of nitroaromatics.
Kumar Samya · Ambit Capital
directCapex guidance for FY26 and beyond
Yes, thank you sir. That was all. Thank you. Thanks.
Vive Rajamani · Morgan Stanley
directCapex outlay for polycarbonate project in FY27-28
it will be around 3,000 to 4,000 because the total outlet is around 9,000 crores. So 3, 3 and a half thousand and then 4,000 next year.