As of recent Concall updates, HALS currently is at the capacity of 2000 MTPA, and Clean Fino CAPEX will add another 15000 MTPA. So, the total capacity will go up to 17000 MTPA.
At average realization of $8-$10/Kg and with 100% capacity utilization, the figures reach upto: 17k * 8 * 1000 (for KGs) = $136 Mn i.e. 1110 Cr.
But, the chemical market has been in a bad phase for the past 6 months. So, either realization might not be up to the expectation or utilization will not be that higher. While HALS is an import substitute product and hence demand will not be a problem according to me, the issue is realizations. Will need to observe every quarter to make a conclusive decision.
Regards,
Not Invested
| Subscribe To Our Free Newsletter |
