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Earnings Call

Coromandel International Earnings Call: Key Takeaways

Coromandel International Limited Q4 FY26 results show record fertilizer volumes but compressed margins due to raw material inflation and inadequate subsidy support.

Highlights
Revenue growth19% YoY quarterly growth; 30% for full year FY26.
MarginsCompressed in fertilizers; healthy expansion in Crop Protection and Specialty Nutrients.
Demand visibilityStrong, supported by foodgrain production and reservoir levels despite erratic monsoons.
Management confidenceBalanced but cautious regarding raw material volatility and government subsidies.

Growth

Revenue grew 19% YoY for the quarter; fertilizer volumes hit record 4.3 million tons.

Outlook

Commissioned phosphoric acid and sulfuric acid plants expected to reduce backward integration costs soon.

Risks

Rising ammonia/sulfur prices, West Asia shipping disruptions, and potentially insufficient government subsidy revisions.

Source

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

Read the document ↗

Coromandel International Ltd: key numbers

Share price
₹1,963.90
Market cap
₹57,947 Cr
Revenue (annual)
₹31,480 Cr
Net profit (annual)
₹1,956 Cr
P/E (TTM)
31.6×Sector 12.4×
Promoter holding
56.35%+0.00% QoQ
FII holding
11.50%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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