I was reading up about Mishra Dhatu, and certain questions cropped up about the PSU’s business, I was wondering if the community out here could help me out with them.
Now my questions and concerns mainly revolve around the raw material risk the company faces, including:
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What is the percentage breakup of domestic and international raw material procurement?
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What is the quantity and value of raw materials we have procured?
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Where do we source our raw materials from? How do we plan on mitigating raw material risk, especially with respect to the raw materials we get from China?Is it because of this raw material risk the management is inclining towards the production of low-alloy and stainless steel via the Wide Plate Mill, instead of high margin products such as Nickel and Titanium Alloys?
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If we continue to rely on imports, are we doing anything to protect ourselves from both, increases in raw material costs and the chances that a change in political environment may lead to complete cessation of the supply of raw material used for strategic purposes?
I do have a vague idea about some of these, but I don’t have enough concrete facts to make an investment decision. Any insights will be appreciated!
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