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Chambal Fertilisers & Chemicals Earnings Call: Key Takeaways

Chambal Fertilizers delivered resilient FY26 performance despite geopolitical volatility and feedstock cost spikes, driven by strong growth in Phosphatics and Crop Protection segments.

Highlights
Revenue growthStand-alone revenue increased 25% YoY to ₹20,794 crores in FY26.
MarginsUrea margins steady at 14.6%; non-urea segments showing strong contribution growth.
Demand visibilityPositive due to healthy reservoir levels and record food grain production.
Management confidenceConfident, specifically regarding Technical Ammonium Nitrate (TAN) commissioning and diversification strategy.

Growth

Stand-alone revenue grew 25% YoY to ₹20,794 crores; PAT rose 18% to ₹1,950 crores, showing strong non-urea diversification.

Outlook

TAN project entering commissioning phase with expected 75-80% utilization; new Urea plant (G4) advanced planning underway.

Risks

Elevated ammonia and sulphur costs plus logistical disruptions in the Hormuz Strait pressure margins; subsidy receivable delays remain a cash-flow concern.

Source

Earnings Call filed with NSE, NSE: CHAMBLFERT. Summary written with AI assistance from the document.

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Chambal Fertilisers & Chemicals Ltd: key numbers

Share price
₹417.95
Market cap
₹16,745 Cr
Revenue (annual)
₹20,794 Cr
Net profit (annual)
₹1,953 Cr
P/E (TTM)
8.7×Sector 12.4×
Promoter holding
61.34%+0.09% QoQ
FII holding
14.92%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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