| Revenue growth | Standalone revenue down 12% YoY due to lower urea production and sales. |
|---|---|
| Margins | EBITDA margins expanded to 17% from 13% YoY due to better mix. |
| Demand visibility | Accelerated sowing in July; urea and NPK sales showing strong daily pickup. |
| Management confidence | High confidence in demand recovery for Q2 following late July monsoon strength. |
Growth
PAT grew 10% YoY to INR 703 Cr. Complex fertilizer EBIT rose 67% to INR 239 Cr despite revenue decline.
Outlook
Evaluation of new Brownfield urea plant (NUP-2026) by 2030. Expanding Technical Ammonium Nitrate (TAN) and phosphoric JV abroad.
Risks
Geopolitical tensions in West Asia impacting raw material costs (ammonia, sulphur) and supply chain disruptions. Delayed monsoon impacted early sowing.
Last quarter's promises, checked
Delivered
- Guided 17 new products in FY26 → delivered 17 launches (= BEAT)
- Guided YouTube Silver Play Button → delivered 100k+ subscribers (= BEAT)
- Guided 100k app downloads → delivered 100k+ downloads (= BEAT)
Partly delivered
- Guided TAN commissioning by Apr 30 → delivered entered commissioning phase in May (= PARTIAL)
- Guided Urea production volume growth → delivered 12% revenue decline in Q1 FY27 (= MISS)
Missed
- Guided Urea sales 3.47M MT → delivered 3.406M MT (= MISS)
Investor Presentation 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 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.
Chambal Fertilisers & Chemicals Investor Presentation: Key Takeaways
Chambal Fertilisers reported Q1-FY27 standalone revenue of INR 50,270 Mn (-12% YoY) and Net Profit of INR 7,035 Mn (+10% YoY). Strategic shift toward Specialty Nutrients and Technical Ammonium Nitrate (TAN).