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Investor Presentation

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.

Highlights
Revenue growthStandalone revenue down 12% YoY due to lower urea production and sales.
MarginsEBITDA margins expanded to 17% from 13% YoY due to better mix.
Demand visibilityAccelerated sowing in July; urea and NPK sales showing strong daily pickup.
Management confidenceHigh 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)
Source

Investor Presentation filed with BSE, NSE: CHAMBLFERT. Summary written with AI assistance from the document.

Read 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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