Stockrabit · Analysts
Questions across 3 calls

Darshita Shah

DSP Mutual Fund

Gujarat Fluorochemicals Limited

Gujarat Fluorochemicals Limited CC-Jun26.pdf · 2026-05-26
Just a question on the working capital. Our inventory days have continued to move up. A, how do you think this will pan out? Do we have any plans to bring it back to the 90, 95 days that we used to have in FY '22, '23? First on that. And second, as the battery business scales up, how should we see the working capital panning out?
Sir, if you could just explain as to why would we require a 30 to 90-day kind of an inventory at the warehouse in the U.S. and Germany as well. I mean how does the offtake usually work? I mean why would we require such a high inventory day at the warehouse in the U.S. and Germany like in those stages as well?

Coromandel International Limited

Coromandel International Limited CC-Feb26.pdf · 2026-02-02
I had a question regarding our fertilizer volume growth. The DBT sales data that the company gives out in the presentation, we see DAP and NPK put together sales growth was negative 1% for 9 months. During the same period, the growth for us was close to 10 -odd percent. This is both manufactured and imported put together. Could you throw some light on where is this incremental growth coming from for us? So negative 1% was for the industry, the DBT sales data that we gave in our presentation. That was minus 1%. So, I think 199 lakh tons of volumes consumed of both DAP and NPK put together in 9 months, which was 197 lac Mt last year. And the same for Coromandel is close to 36 lakh tons, which was close to 32.88 lakh tons in the last year. So that's almost a 10% growth for Coromandel versus a minus 1% growth for the DBT sales for the industry?
Actually, yes, I was looking out from the 9 months perspective?