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Earnings Call Transcript

Chambal Fertilisers & Chemicals Earnings Call Transcript: Key Takeaways

Chambal reports resilient profits despite volatile global input costs and El Nino-led weather disruptions.

Chambal Fertilizers & Chemicals Q2 FY27 concall: date, live audio and summaryConcall page →
Highlights
Revenue growth9% YoY growth to ₹7,000 Cr in Q2FY27.
MarginsEBITDA margin at 12.87%; urea margins stable, complex fertilizers pressured.
Demand visibilityMixed; Rabba demand linked to monsoon recovery and subsidy announcements.
Management confidenceBalanced; focused on operational efficiency amid geopolitical and weather headwinds.

Growth

Revenue grew 9% YoY to ₹7,000 Cr; PAT increased 6% to ₹635 Cr.

Outlook

Technical Ammonium Nitrate (TAN) plant ramping up to 85% capacity; G3 plant policy update expected.

Risks

High global gas prices and potential subsidy policy changes on the G3 plant pose risks.

Last quarter's promises, checked

Delivered

  • Guided HDAN plant 'very soon' → ₹1,500 Cr TAN project commissioned (= BEAT)

Partly delivered

  • Guided Q2 'will progress well' → revenue +9% YoY to ₹7,000 Cr; PAT +6% to ₹635 Cr vs Q1 +10% (= PARTIAL)

Missed

  • Said subsidy disbursements timely → subsidy receivables ₹2,460 Cr → ₹4,157 Cr (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: CHAMBLFERT. Summary written with AI assistance from the document.

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Chambal Fertilisers & Chemicals Ltd: key numbers

Share price
₹394.40
Market cap
₹15,802 Cr
Revenue (annual)
₹20,794 Cr
Net profit (annual)
₹1,953 Cr
P/E (TTM)
8.3×Sector 19.8×
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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