Deepak Fertilizers and Petrochemicals

I take your point
Was looking at the reason for fall in RCF and Chambal, and the news flashed on CNBC. They even interviewed Zuari Agro management on this Lets see if the news is posted on their website

In any case, I take that as an opportunity to buy more of Deepak. In my opinion, the company is not so adversely affected even if the arrears are delayed. The risk of losing the upside on gas availability is higher. What I am concerned about though is the fall in commodity prices, which might delay an uptick in mining activity (negative for ammonium nitrate).