India · Delayed Price · Currency is INR Chambal Fertilisers and Chemicals Earnings Call Transcripts
Fiscal Year 2026
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Q3 and 9M FY26 saw strong revenue and PAT growth, led by robust performance in complex fertilizers and specialty nutrients, while urea remained stable. The TAN project is on track for April 2026, and new product launches and partnerships support future growth ambitions.
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Q2 and H1 FY2026 saw strong revenue and profit growth, driven by higher P&K and specialty nutrient sales, new product launches, and robust crop protection performance. The TAN plant is on track for Q4 sales, and capital employed rose due to increased trading activity and inventory.
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Q1 FY26 saw 16% YoY PAT growth, strong P&K and CPC/SN segment expansion, and stable urea margins. TAN project is on track, with industry demand robust and low inventories. Policy and energy norm changes pose ongoing uncertainties.
Fiscal Year 2025
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Q4 and FY25 saw strong revenue and profit growth, with urea and CPCSN volumes rising despite plant shutdowns. CapEx of INR 1,200 crore is planned for FY25-26, mainly for the TAN project, funded by internal accruals. Geopolitical and policy risks remain, but robust demand and product launches support a positive outlook.
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Q3 and 9M FY25 saw strong YoY growth in EBITDA and PAT, with robust performance in urea, crop protection, and specialty nutrients. Major projects like TAN and IMACID expansion are progressing, and the company is focusing on seeds, biologicals, and global phosphate supply security.
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Q2 and H1 FY25 saw strong EBITDA and PAT growth, driven by higher urea sales, CPCSM segment expansion, and energy efficiency gains. Strategic focus remains on sustainable agri-inputs, new product launches, and major capex projects, with robust cash flow and timely subsidy receipts.
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EBITDA grew 31% YoY and PAT rose 18% on strong crop protection and specialty nutrients performance, with robust cash flows and zero long-term debt. New product launches and energy savings initiatives support future growth, while margin outlook remains subject to market and policy dynamics.