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Posted by
Two Blokes Jun 11 -
Filed in
Stock
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9 views
Most businesses were doing well other than autocatalysis and soda ash, with soda ash being the main culprit for the net negative volume and pricing effects. Uncertainty around tariffs and macro caused the situation, though the effects in the coming quarters are mostly going to be on the demand side as their production is regionalised. The FY is expected, with gives and takes, to resemble the performance of the first quarter. Some fixed costs will rise, but some volumes should also recover.
