| Revenue growth | Revenue down 12% YoY due to lower production/sales from plant shutdowns. |
|---|---|
| Margins | EBITDA margins expanded to 17% from 13% due to inventory gains. |
| Demand visibility | Positive monsoon recovery in July driving strong NPK and Urea uptake. |
| Management confidence | Confident, highlighting scale benefits and first-mover advantage in new policies. |
Growth
PAT grew 10% YoY to ₹703 Cr, supported by favorable currency movements and proactive low-cost inventory stocking.
Outlook
Evaluating ₹9,000 Cr expansion to reach 10MT capacity; TAN project to stabilize margins by FY28.
Risks
Geopolitical disruption in West Asia inflating ammonia/sulfur costs; delayed subsidy revisions for NPK grades.
Last quarter's promises, checked
Delivered
- TAN Project Commissioning → Commenced dry runs/phased startup (= BEAT)
- YouTube Subscribers 100k → Crossed 100,000 Silver Play Button (= BEAT)
- Urea Sales Volume → 34.06L MT delivered vs ~34.7L MT previous (= BEAT)
Partly delivered
- TAN Capacity 75-80% → 1.6-1.7L MT (~70%) projected for first 9 months (= PARTIAL)
Missed
- Urea Revenue → ₹12,566 Cr vs ₹13,227 Cr previous (= MISS)
Earnings Call Transcript filed with NSE, NSE: CHAMBLFERT. Summary written with AI assistance from the document.
Chambal Fertilisers & Chemicals Ltd: key numbers
- Share price
- ₹390.70
- Market cap
- ₹15,653 Cr
- Revenue (annual)
- ₹20,794 Cr
- Net profit (annual)
- ₹1,953 Cr
- P/E (TTM)
- 8.2×Sector 11.4×
- Promoter holding
- 61.72%+0.38% QoQ
- FII holding
- 13.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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- Execution
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