Sir, just first on the domestic market, what kind of price hikes do we need to take, assuming the raw material basket stays where it is today to pass the entire thing to the end customer?
But would it be a fair understanding that the revenue growth will be much higher given that raw material prices have moved higher for FY '27, at least for the first half?
So my first question, I missed the answer. So, we have roughly around INR2,100 crores cash right now. So what are our plans with the cash? Are we looking to give any special dividend going ahead? Or how should we think about the cash balance?
Secondly, when we say other opportunities, are we looking at areas even beyond agrochemicals for now?
Hi, first, coming to the Specialty Chemical business, if we look at our EBITDA for the last five quarters, it has largely been range bound at INR115 crore to INR130 crore. Now can you just quantify how much of this would be -- we had a positive volume gain and how much would be the negative pricing impact over the last five quarters?
Sir, basically, I wanted to understand that because given we would have some cost savings also in this, so the pricing decline would have been much higher than the volume growth. Is that a fair understanding?
Hi sir. First one on chlorotoluene project, can you just highlight what has happened there? And when do we expect ramp-up in the entire project?
Okay. Sir, secondly, just on the MMA competition, can you highlight what kind of capacity are we seeing getting added in India and China?
Just wanted a clarity on your previous comment where you mentioned that the energy is a part of the revenue is very dynamic in nature. So, our understanding was that the long-term contract that we signed in December was mainly pertaining to the energy contract. So, how should we look at that volumes and the ramp up in that contract?
So, broadly, the contracts that we announced in December and Jan, they should be on track to deliver the announcements that we had made, right, like Rs. 1,500 crore for the December contract?
So my first question is on the strong performance on the EBITDA side in 2Q and the guidance increase. So, what do we attribute the guidance increase to? And also, for the 2Q, the beat on EBITDA, the strong growth that we have seen, is it largely driven by the differentiated products? Or there is something else also that is driving our EBITDA and the guidance for the full year?
Got it. Sir secondly, on the India business, how should we think about the inventory levels? And do we expect any large sales return in 2H?
Hi, sir. Good evening. My question is for Ashish first. Yesterday, one of the larger competitors in India have decided to exit the Indian market. Can you throw some color in terms of what kind of opportunities this could open for the Indian market? And how do we see growth going into next year because FMC was one of the largest players in the insecticide markets in India?
So, the second question is on the pricing side. We had at the last two-three calls, alluded that the pricing decline would start getting restricted in UPL Corp. But going ahead now, how should we see that in the next two, three quarters? Will it entirely be v olume growth or will we have some positive pricing impact also going ahead?
Congrats on a very strong performance. I have three questions. First is on the Rest of World revenues. The Rest of World revenues have declined by 22%. Can you just give a breakdown of what has driven the growth in the Rest of World?
Okay. The second question is on the cost side, like we have just highlighted that over the last 12-18 months, we have improved a lot of processes. So, can you just quantify, like what is the quantum of improvement on the cost side because of our process of efficiencies and reduction in SG&A?
Hi, sir. Good morning. Can you from next quarter onwards just spell out the NMDC volumes and revenue and cost item in the presentation, so it will be more helpful for us to understand how much is the gain from NMDC?
And secondly, what is the quantum of scrap sales in this quarter?
Sir, first just coming back to the R32 part. So can you just share how much of the volume is contracted versus how much are we doing on spot basis? And how should we think about this in CY '26?
And can you give any color in terms of how is the pricing difference versus the spot and the contracted volume?
Sir, first on the operational performance, can you give a split between the fines and the lumps this quarter in terms of volume and the realization?
And realization for both?
Sir, first thing on the iron ore volumes. So for FY '26, when we are guiding for 23 million, 24 million tons of volume, have we started engaging with customers in terms of offtake and their demands? And how should we look at pricing going ahead given that, in the second half, there will be a significant surplus that would be coming from us in the open market?
But we have started negotiations with our customers for that volume?
Sir, first on the cold -rolling mill. Sir, can you help us understand the configuration that we are looking at? And what kind of CRC that we would be producing from this asset?
Sir, now in terms of sourcing the HR coil, where are we targeting to source the HR coil from, one? And secondly, in terms of selling the cold CRC, what are the markets we are targeting?
Hi, sir. My first question is on the coal block. As we are looking to start maybe this year, any updates on that?
Second, in the Kumaraswamy mine, have you re ceived the EC clearance of 10 million tons?
Sir, just one question on the R -32. When you said that we will be able to utilize our entire capacity given the quota, these quotas are mainly due to the R-125 quotas also that we have that we are assuming that we'll be able to use for R-32?
Okay. Got it. So basically, even if we produce lower in CY '26, we will be able to produce the entire 30,000 tons in CY '27 and beyond that that is a fair understanding, right?
Just can you give us the split between the grade of iron ore that we have in each region on an average like Karnataka, Goa and Odisha?
Just wanted to know what was our captive iron ore production in FY '24 and how should we see that shaping up in FY'25 and '26?
Yes.
In slide #14 we have highlighted new chemistry where you highlighted pyridine chemistry. What are we exactly doing in that chemistry?
So, we will be manufacturing pyridine, or we will be sourcing pyridine from outside?
Given that we have completed the Plant Healthcare acquisition, can you give us some color in terms of how are we planning to scale up this business in terms of both domestic and global launches?
So, just one last question, Plant Healthcare had spoken about $100 million plus revenues by FY28-29. Do we think that we could get to that number now that given that we have a strong balance sheet size as well?
Sir, just first on the PHC acquisition, can you throw some light in terms of how should we look at the revenue shaping up over the next 3- 5 years? That is one. Secondly, in terms of manufacturing, as per PHC's annual report, they were outsourcing the products to a European leader. Are we looking to start manufacturing those products in-house now, once the acquisition is completed?
Sir, second is on the product that we have launched on our own, any talks we have started with any global innovators to tie up that product or how should we look at the product progressing over the next 3 years?