Deepak Fertilizers and Petrochemicals

Q) TAN realisations are some 80% higher, how sustainable is this trend?
A) Volumes overall went up due to demand, this lead to higher realisations. Secondly, while RM costs went up, we saw increases in finished good prices.

I think Deepak Sold to Customers (may be Contract) linking Price with escalating International Prices
considering reliable/prefer supplier preference (which may be the key variable)

If this variable is Gas/Ammonia or whatever and its corresponding prices on some time basis, then that will determine Profitability going forward

ANI Melt no offstake, meanings Solar/other customer – no demand OR used other competitors with better contract/terms in this inflation scenario

Demand generally pickups in Q3 and Q4 as its cylical as per earlier comment and other segments should hopefully improve

Disc :Invested Since Jun 21