PCBL Chemical Limited CC-May26.pdf · 2026-04-30
Thank you, sir, for the opportunity. Just a couple of questions. Sir, you mentioned in your opening remarks on the carb on black spreads bottoming out. So, what are the indicators like if you can highlight and what is giving you that confidence that this has bottomed out? And what are the triggers wherein it can improve apart from what we say that tyre demand will grow? Any structural change in the business we can see o kay now this has bottomed out and sir compared with last quarter actually s preads look much lower here, adjusting for the inventory gains. So, what has changed and what is giving you that confidence that it has bottomed out?
Got it. Sir, on to the customer side, like you mentioned, so customers are keeping some inventory, which earlier they were taking just in time. So, can you highlight like what are the inventory levels today with the tyre players of carbon black and specialty and Aquapharm across businesses?