Transcript of Investors/Analysts Meet.

AI summary - Q1 FY27 profits second highest in company history after Q1 FY22 - Energy norms for urea revised to 6.37 Gcal/MT valid for 3 years from FY25-26 - Coal-based steam started at Dahej, saving INR30,000-40,000 per MT of TDI currently - Capex of INR300 Cr in Q1; full year target INR1,200-1,500 Cr; total projects INR2,800 Cr plus INR1,500 Cr next 2 years - Production: Ammonia 173k MT (54% oil, 49% gas), TDI 12.8k MT, WNA 113k MT, CNA 37.5k MT, AN Melt 55.6k MT, TGU 74.8k MT - TDI, ethyl acetate, acetic acid plants down in Q1 due to cost; resumed operations in August - TGU production and profitability significant; expected to sustain FY27 levels - Kearney consulting ongoing for margin improvement; potential savings INR250-300 Cr by Q2 - Cash on hand approx INR4,000 Cr in G-Sec, GSFS, bank mix - Inventory built up in Q1 being liquidated gradually with mixed realizations - MoU signed with GMDC for underground coal gasification; studies ongoing