Deepak Frtlsrs and · tone and specificity signals across the available quarters.
Language signals
Q1 has turned out to be our historic best with 65% jump in the operating EBITDA and doubling in our PAT. Even our net debt improved from 2.86x to 1.4x. With the Q1 profits achieved, we have already covered over 65% of last year's full year's profits.
The kind of volatility which business has seen in past will not have a similar volatility. Yes, some volatility will continue but we are moving from the current level to the next level. We will be in a better place to handle that going forward.
The current quantity will get ramped down during next few quarters... the portion of government gas supply will keep coming down over a period of time and the Equinor proportion will keep going up. It has commercial benefits.
Our journey from commodity to specialty or holistic solutions stayed steadfast and now contributes to almost 22% share in our H1 revenues.
The $300 was abnormality I call it. That's not the normal somebody should look in. It's getting back to the right scenario.
We are in short supply of TAN. In fact, whatever we produce everything is getting sold in domestic market.
What differentiates DFPCL today is our ability to navigate some of these volatile cycles with a greater degree of resilience.
We are beginning to see improvement in few areas. In mining chemicals, early signs of recovery are already visible in Q4.
We have had a very fruitful discussion with the concerned ministries... there is a very strong case for reviewing this 50,000 ton per year of export quota and it may also get removed eventually.