Q3-FY26 · Tarun Soni
I do believe that this is a time-based decision and we're seeing that correct. In fact, the month of January itself has been a very positive month for a rebound of order booking to take place.
TRIVENIENGINEERINGAND / language trends
Read confidence between the lines.
Triveniengineeringand · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q3-FY26 · Tarun Soni
The difference between November is it was the end of the supply coming from the southern states. And look of course UP finished earlier on in September. And the empty crop that came in that finished that is pretty much finished. Now the next crop that's going to come is Bihar. So the prices today are really of saved and stored maize versus fresh crop.
Q3-FY26 · Tarun Soni
Maize contribution is definitely a very robust double-digit contribution higher than C heavy. However, I don't see next few cycles coming to support maize.