India · Delayed Price · Currency is INR Coromandel International Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 delivered resilient growth with 26% revenue increase and strong EBITDA, despite margin pressures from higher input costs and adverse weather. Backward integration and product expansion support future growth, while crop protection and specialty segments outperformed.
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Q2 saw 30% revenue growth and 20%+ profit gains, driven by strong fertilizer and crop protection performance, capacity expansions, and the NACL acquisition. Positive Rabi outlook, robust CapEx, and strategic raw material sourcing support future growth.
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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 driven by volume expansion, margin improvement in crop protection, and robust specialty and retail performance. Major CapEx projects and the NACL acquisition position the company for further growth, with high double-digit revenue guidance and stable margins for FY26.
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Q3 saw robust revenue and profit growth, driven by strong agri demand, high plant utilization, and value-added product expansion. Margin improvements are expected from backward integration and new capacity, with retail and specialty nutrients segments showing strong momentum.
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Q2 saw strong volume growth in fertilizers and crop protection, with robust operational performance despite lower YoY profitability due to reduced subsidy rates and volatile input costs. Major CapEx and expansion plans are underway, supported by a strong cash position.
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Q1 FY25 saw lower revenue and EBITDA due to reduced subsidy rates and higher input costs, but operational efficiency, product innovation, and backward integration are expected to drive margin recovery. Nano fertilizers and specialty chemicals are key growth areas, with strong industry demand and new capacity expansions underway.