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Macquarie bk may be working with IPL IPL: We are on research...

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    Macquarie bk may be working with IPL

    IPL: We are on research restrictions. DNAP performance strong in1H and IPL expects DNAP EBIT to exceed peak levels ($200-210m) inFY24 (vs FY25/26 prior). We note Dyno is undertaking a global businesstransformation focussed on cost-out, operational efficiency and pricediscipline. IPL in advanced negotiations with PT Pupuk for potential saleof Fert biz. Net asset value for Fert = $811m per segment accounts.


 
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