DMCC Q2 FY23 Concall notes
This quarter there was a sudden crash in raw material prices within couple of weeks so had to take inventory losses also there were forex losses. There is uncertainty in demand from Europe
All the planned capex is completed. From the current capex revenue potential is 500Cr (current revenue 400cr)
In October and December maintenance shutdown is planned at Roha plant for 25 days. Although the plant at Dahej will be running but there would be a drop in volume.
Debt is at the peak right now. Current capex cycle is complete no plan as of now for new capex, may consider investments on boron side.
Continuing to launch sulphur based products. There is a dedicated plant at Dahej that can see ramp up in a quarter or two.
Speciality chem expansion at Dahej may take a little longer due to the war. There are demand side problems in Europe due to the ongoing conflict.
Most of the impact of inventory loss is already seen in this quarter.
Disclosure : Not invested no transactions in last 30 days
