Q1-FY27 · Sep Agarwal
The volume decrease is basically because of the ongoing disruptions of the war basically... we have strategically decided to not go very aggressive but just have overall these were the levels we purposefully maintained.
SAGARDEEP / language trends
Read confidence between the lines.
Sagardeep Alloys · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY27 · Arun Kumar Malik
It would be better to kind of say that 10% or 10% range would still be better for us to guide [on EBITDA margin]... seeing the whole geopolitical scenario which is not almost seeming to get over anytime soon.
Q1-FY27 · Sep Agarwal
Back-to-back hedging works pretty efficiently for us. Procurement, sales and hedging team work hand in hand all the time. There is no timing mismatch that we let any position go unhedged.