It is not only the power companies, but also ancillary companies that use coal as raw material that is likely to take a hit from coal supply disruption. Transportation remains the main reason for diminishing supply, researchers say, but monsoons have only created additional problems for coal delivery. V Kumarswamy, chief financial officer of JK Paper tells CNBC-TV18 in an exclusive chat that he expects margins of his company to fall this quarter due to irregularity of coal supply.
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