| Margins | EBITDA margin improved to 16.93% (standalone) from 13.36% YoY. |
|---|---|
| Demand visibility | Lower urea volumes due to planned shutdowns; high El Niño impact districts identified. |
Growth
Consolidated Net Profit fell 5% YoY to INR 5,236 Mn, while standalone EBITDA grew 12% to INR 8,509 Mn.
Outlook
Investing INR 16,450 Mn in TAN project (2.4 Lakh MTPA); exploring new gas-based urea plant under NIPU-2026 policy.
Risks
El Niño impact caused errant rainfall and moisture stress, leading to a 22.73% decline in summer crop sowing.
Last quarter's promises, checked
Delivered
- TAN Project Commissioning (30th April) → Commissioning phase entered (= BEAT)
- TAN Capacity Utilization (75%-80% target) → Reaffirmed commitment (= BEAT)
- Crop Protection/Specialty Growth (27% Y-o-Y) → Segment margin up 17% points (= BEAT)
Partly delivered
- New Urea Plant Guidance → Dependent on NIPU-2026 policy details (= PARTIAL)
Missed
- Urea Sales Volume (3.47M MT prev) → 6.10 Lakhs MT in Q1 (= MISS)
Investor Presentation filed with NSE, 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.