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Q1 FY26 volumes at 794K tons fell below expectations, impacted by macro slowdown, geopolitics, and early monsoon. EBITDA spreads saw a QoQ decline due to lower volumes and a one-time Rs. 6 crore ESOP expense. Full-year FY26 volume growth is now guided at 10-15%, with strong recovery anticipated in H2 from government spending and new products. The company focuses on maintaining EBITDA spreads, targeting Rs. 4,600-Rs. 5,000/ton for FY26. Strategic capacity expansion aims for 7 million tons in 2-3 years, emphasizing value-added segments and exports. Management remains confident in long-term growth and de-commoditization despite short-term headwinds.