In terms of recent NBS announcement, which happened last week, what i s your view and how do you see the H2 EBITDA per ton or margins for company or industry side?
And have you taken any price hike in the market?
Questions across 8 calls
Manish Mahawar
Antique Stock Broking
Paradeep Phosphates Limited
CCL Products (India) Limited
In terms of EBITDA per kg, I think last 2 quarters, right, our EBITDA is around INR120 to INR130 per kg, right? Going forward, maybe '27, '28 once our capacity will reach optimum level, how do we see this EBITDA per kg should be.
But product mix side, I think so your FDC and -- FDC mix will remain, right, whenever you reach to optimal level, it will be stagnant on that time. You know the capacity numbers right now. Only I understand this small pack and bulk proportion may change, which you can't predict. And operating leverage fixed cost, you know the company, right? So definitely, you must be knowing the per kg ballpark number can come over the next 2 years.
Chambal Fertilizers & Chemicals Limited
Yes, sir. In terms of, I believe Government is thinking to, I think, increase the fixed cost reimbursement to the urea players, right? I just wanted to know your thoughts and how are the discussions?
Okay, but historically, when this fixed cost has been increased for the urea industry?
Sir, my first question in terms of energy efficiency. If you look at the G -I, G -II 2.5% to 3% of efficiency improvement, right. For simplification, just wanted to understand right now should be urea EBIT of around maybe INR1,500-odd crore. The energy efficiency will add around 8% to 10% of the additional EBIT to the business.
Assuming INR17 crore of gas cost that I’m talking about. INR70 crore of gas cost.
Supreme Industries Limited
Yes, sir. Just two questions. One in terms of industry. When you said industry you declined minus 6 last year and we have grown 6%. What were the industry size total in terms of tonnage?
Yes, sir. Industry size?
Only one question. Sir, in terms of industry growth, you were given a piping volume grew by 13.79%. What was our market share in FY’24?
What will be our market share, or possibly can you give a piping volume of our industry for FY’24?
Solar Industries India Limited
Congratulations, Manishji and team Solar. Sir, just 1 question in terms of explosives -- domestic explosive market perspective, what was the market size of explosive in India last year FY'24 and our market share?
Okay, definitely. But industry has grown around 7%, 8% that you said, right, in the comment -- one of the comment?
Sumitomo Chemical India Limited
Yes, sir. I just wanted to know what is the high-cost inventory impact in the 1H, if you can quantify?
No, but -- can it be possible to quantify the numbers in the first half?