India · Delayed Price · Currency is INR Chambal Fertilisers and Chemicals Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 delivered strong revenue and profit growth, led by robust performance in complex fertilizers and specialty nutrients, despite global volatility. The TAN project commissioning and digital farmer engagement initiatives support long-term growth, while strategic inventory and government support mitigate supply risks.
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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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Revenue and profitability grew strongly year-over-year, driven by higher P&K and crop protection sales, new product launches, and expansion into new geographies. The TAN plant is on track for Q4 revenue contribution, while management expects to recover urea production shortfalls in H2.
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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 FY2025 saw strong revenue and profit growth, with robust urea and crop protection performance despite plant shutdowns. The company is investing in new products, biologicals, and the TAN project, with CapEx funded by internal accruals and a negative net debt position.
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Q3 and nine-month results showed strong YoY growth in EBITDA and PAT, with robust urea and CPC SN performance. Major investments in TAN and IMACID expansions are underway, with a focus on biologicals, seeds, and global phosphate supply chain.
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Strong year-over-year growth in EBITDA and PAT was driven by higher urea sales, CPCSM segment expansion, and energy efficiency gains. Strategic investments in sustainable technologies and capacity expansion projects remain on track, with continued focus on product innovation and market reach.
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EBITDA and PAT saw strong double-digit growth year-over-year, driven by robust crop protection and specialty nutrients performance, new product launches, and operational efficiencies. The company prepaid all long-term debt and is progressing on strategic CapEx projects.