India · Delayed Price · Currency is INR Coromandel International Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw 15% revenue growth but lower EBITDA and net profit due to high input costs and lagging subsidy rates. Fertilizer and crop protection segments showed resilience, with strong growth in retail and specialty nutrients. Focus remains on maximizing returns from recent investments.
Fiscal Year 2026
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Record revenue and EBITDA growth achieved despite raw material price volatility and supply disruptions. Fertilizer and crop protection segments delivered strong performance, with robust expansion in specialty and nano products, while margin pressures persist due to subsidy lag and input inflation.
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Q3 FY26 saw strong revenue and EBITDA growth despite margin pressures from higher raw material costs and rupee depreciation. Fertilizer and crop protection segments delivered record production and robust growth, with backward integration and expansion projects on track to support future profitability.
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Q2 and H1 FY26 saw robust revenue and profit growth, driven by strong fertilizer and crop protection performance, successful NACL integration, and capacity expansions. Positive outlook continues with new projects and favorable market conditions.
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Q1 saw 49% revenue and 55% EBITDA growth, driven by strong agri input demand, capacity expansion, and operational efficiencies. Strategic integration and new product launches support future growth, with robust performance across all segments.
Fiscal Year 2025
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Strong revenue and EBIT growth were driven by robust agri-sector demand, capacity expansions, and new product launches. The company expects high double-digit growth in crop protection and specialty segments, with major CapEx projects on track and a positive industry outlook.
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Q3 saw robust revenue and profit growth, driven by strong fertilizer and specialty nutrient volumes, operational efficiencies, and expansion into new markets. Strategic investments in capacity and product innovation are expected to further boost margins and growth.
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Strong monsoon and policy support drove robust fertilizer and crop protection performance, with 13% production growth and record sales volumes. EBITDA and net profit declined year-over-year due to lower subsidy rates, but operational efficiencies and backward integration supported margins. Major expansions and new product launches position the business for continued growth.
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Q1 FY25 saw lower revenue and EBITDA due to reduced subsidy rates and higher input costs, but operational efficiency and product innovation improved. Strong monsoon recovery, capacity expansions, and new product launches support a positive outlook, with nano DAP expected to drive future growth.