Stockrabit · Analysts
Questions across 1 call

Krishan Parwani

JM Financial Limited

Balrampur Chini Mills Limited

Balrampur Chini Mills Limited CC-Mar25.pdf · 2025-05-16
Just on the PLA front, because I think that's where our intention is to go in the future. So, you have given an estimated topline of Rs. 2000 odd crore, I believe the realization comes out to about $2.5 to $3 a kg. So, just wanted to understand if you expect the PLA prices to sustain at this current levels?
Yes, fair point. I think prices in China until about December 2023 was in the range of $3 to $4. So at $2.5 seems like a more realistic assumption, which is fair. Secondly, just continuing on that bit because I think you mentioned there is also government support. We know that already. So just wanted to understand the kind of geographical volume split that you expect of your overall volume. Let's say of 80,000 tonnes, how much do you expect domestically and the exports?