Stockrabit · Analysts
Questions across 1 call

Abhishek Mathur

Systematix Group

CCL Products (India) Limited

CCL Products (India) Limited CC-Feb26.pdf · 2026-02-05
My first question was on our EBITDA per kg, which is a key metric for us. If I'm not wrong, it would have been approaching about INR140 for the quarter, and you can correct me if that's not accurate. But the question here is that now with coffee prices probably on a downtrend on a Y- o-Y basis at least, what should we expect in terms of the response on the EBITDA per kg as we enter into a cycle of maybe declining coffee prices Y-o-Y? Would this metric respond negatively? Would it come down? Or would it not be affected? Just trying to understand the dynamics between these 2, the coffee price and the EBITDA per kg here?
Sure. Great, sir. Second question, sir, on -- just wanted to understand if there is any contribution or impact from the foreign exchange changes. So obviously, part of our business would be naturally hedged. But even so, if you can talk about whether we are seeing any impact of FX changes on our business? And if you can talk about any other kind of hedging that we follow?