| Revenue growth | 25% Y-o-Y for FY26. |
|---|---|
| Margins | EBITDA margin at 12.88% for FY26; Q4 margins pressured by raw materials. |
| Demand visibility | Healthy fertilizer demand supported by favorable monsoons and high inventory. |
| Management confidence | High on TAN demand and long-term agricultural growth. |
Growth
FY26 standalone revenue grew 25% Y-o-Y; EBITDA rose 8% to ₹2,679 cr; PAT grew 18% to ₹1,950 cr.
Outlook
Commissioning 240,000 MTPA TAN project; FY27 capex planned at ₹500 cr; exploring new brownfield Urea plant.
Risks
Global geopolitical volatility in West Asia impacting raw material (LNG, Ammonia, Sulphur) prices and supply logistics.
Earnings Call filed with BSE, NSE: CHAMBLFERT. Summary written with AI assistance from the document.
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.
More from Chambal Fertilisers & Chemicals Ltd
All →Chambal Fertilisers & Chemicals Promoter Buying
Earthstone Holding (Two) Private Limited acquired 46,958 shares of Chambal Fertilisers & Chemicals Ltd via open market, increasing its stake from 3.699% to 3.710%.
- Promoter stake change
- +0.01%
Chambal Fertilisers & Chemicals Credit Rating
CRISIL re-affirmed Chambal Fertilisers' credit ratings at AA+/Positive (LT) and A1+ (ST) on revised bank loan facilities. No change in rating or outlook.
Chambal Fertilisers & Chemicals Promoter Buying
Earthstone Holding (Two) Pvt Ltd, a promoter group entity, bought 40,000 Chambal Fertilisers shares in the open market. Its stake rose to 3.685% of the company.
- Promoter stake change
- +0.01%
Chambal Fertilisers & Chemicals Promoter Buying
Earthstone Holding (Two) Pvt Ltd bought 5000 Chambal Fertilisers shares in the open market, lifting its stake to 3.670%. The promoter-group increment is marginal and routine.
- Promoter stake change
- +0.00%
Chambal Fertilisers & Chemicals Investor Presentation: Key Takeaways
Chambal Fertilisers reported Q1 FY27 standalone revenue of INR 5,000 Cr, down 12% YoY. EBITDA rose 12% to INR 851 Cr with margins expanding 400bps to 17% via better product mix and efficiency.
Chambal Fertilisers & Chemicals Earnings Call Transcript: Key Takeaways
Management projects a resilient performance with EBITDA growth despite geopolitical raw material volatility. The focus shifts toward a massive ₹9,000 Cr brownfield expansion and Technical Ammonium Nitrate (TAN) scale-up to diversify away from subsidies.