Q1-FY27 · Subraan Panda
This is a real breakthrough quarter where in terms of both revenues as well as profitability it's the highest ever and that's a reflection of not just firm prices but also tonnage from our KR2 acquisition coming into play.
INDIANMETALSANDFERROALLO / language trends
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Indian Metals and · tone and specificity signals across the available quarters.
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Q1-FY27 · Subraan Panda
While we don't generally give guidance, I think it's better for transparency that we had stated 400,000 tonnes for FY27 and it's appropriate to clarify why we're not achieving that number.
Q1-FY27 · Subraan Panda
Even if we see some price correction, please keep in mind that we have another 50% volume coming in. So that will certainly provide a boost to our numbers in subsequent quarters. So by the grace of God we are quite confident.
Q1-FY27 · Subraan Panda
The biggest advantage for us is the fact that chrome is sourced from our captive mines because that is the biggest input to the cost of production. So that is by and large under control.
Q4-FY26 · Subhrakant Panda
We are looking to pivot towards more domestic sales and some of that was evident in Q4 itself.
Q4-FY26 · Subhrakant Panda
If ferocrome production in South Africa ticks up and Chinese feroc production doesn't go down then you will certainly see pressure on prices.
Q4-FY26 · Subhrakant Panda
We are confident about industry fundamentals, about our own resilience and cost structure, and we will keep an eagle's eye on operational efficiency.