Questions across 43 calls

S. Ramesh

Nirmal Bang Equities

Bharat Petroleum Corporation Limited

Bharat Petroleum Corporation Limited CC-Sep23.pdf · 2023-10-30

Sir if you look at the marketing inventory gains, how do you explain the reversal from the loss in first quarter to the marketing inventory gain of close to INR1,497 crores since there is no change in the retail price. Just wondering how you have been able to book that inventory gain?

Okay. So, if you look at your CGD business, you made very impressive progress. So, is it possible to give us some kind of timeline as to when we can see the commercial results in your stand-alone P&L? And what are the kind of EBITDA per unit of gas? And what are the kind of volume you expect to sell in your 24 GAs, which have gone in commercial operations, say, for the next two years to three years, is it possible?

Coromandel International Limited

Coromandel International Limited CC-Sep23.pdf · 2023-10-27

Thank you very much. Following up on the questions on the crop protection business. Can you give us some details on the volume growth in the crop protection business in domestic and export markets for the second quarter, and if you can give us some sense in terms of when you expect to complete the 1000 Crores Capex in crop protection and what is the kind of impact you expect from that, say from FY2026?

Thank you very much.

PI Industries Limited

PI Industries Limited CC-Sep23.pdf · 2023-09-30

So first on the CAPEX you have done in pharma and the disclosure you have made in the segment assets, can you explain the mismatch because you have acquired assets for Rs. 497 crore and you have shown an asset of Rs. 1,257 crore in the segment assets, so how do we tie in these two numbers if you can help us understand?

The second thing is to dwell bit more on the pharma economics. What is the level of gross margin we should see on a stable basis as you scale up over the next say four to six quarters? And in terms of the proportion of overheads to revenue again, if you can give us some sense in terms of the percentage, it will help us work towards when you can possibly breakeven and get to that 20%-25% assuming a certain scale for the revenue, we can just help us understand that?