Questions across 2 calls

Viraj Kacharia

Securities Investment Management Ltd

Chambal Fertilizers & Chemicals Limited

Chambal Fertilizers & Chemicals Limited CC-Nov25.pdf · 2025-11-06

T hanks for the opportunity. Just continuing on the TAN part. Correct me what you said is we should be able to see a scale- up to a full utilization in the year one itself, given how the current market conditions are playing out. Did I understand that correctly?

And just an extension to this, if you see there are a few other players also looking to add their capacity into the market. And then there are some players like Deepak who are focusing more on value- added solutions to differentiate and capture a larger part of the wallet share. How are we approaching in terms of the go -to market for TAN and what gives us the confidence that we will be able to scale this up much quicker?

Chambal Fertilizers & Chemicals Limited CC-Mar24.pdf · 2024-05-08

First is on the G -I, G-II energy efficiency, which we talked about. You said 20% improvement in plant II and 4% to 5% improvement in plant I, am I right?

Understood. both the units are under grouping 3 for the NPA policy and the policy was supposed to come out of new energy efficiency norms in 2025. N ow even in G -III, we may be one of the most efficient units. But if the units were to come up and the energy efficiency targets were to revise and tighten further and the trend we're seeing across industry, the government focusing on per ton energy efficiency and additions, the savings which you expect post this investment, would that largely offset any errors impact do you see? Or you still see a positive of some form.