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JM Financial
DEEPAKFERT

Deepak Fertilizers and Petrochemicals Corporation Limited

All company calls
Deepak Fertilizers and Petrochemicals Corporation Limited
31 Jul 2026
Open call
  1. Yeah. Hi, sir. Thanks for taking my question. So, first question was on TAN. Over last few weeks, we have seen disruptions in supply chain from Russia because of Ukrainian drone attacks near the Black Sea area, which has led to increase in FGAN prices. What is the sense that we are getting from the supply chain disruption in Russia?

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  2. Okay. Secondly, what would be the current price of ammonia FOB Middle East? Subhash Anand: It's around 600.

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  3. Okay, okay. Just I wanted to ask that, are we seeing any major exports from China, which could potentially offset supply disruption in Middle East and make key prices under control for some time versus what we had seen in Q1, and maybe that could be beneficial for our Gopalpur plant?

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