| Revenue growth | 15% YoY growth led by higher realizations and non-subsidy business growth. |
|---|---|
| Margins | EBITDA margins under pressure due to uncompensated raw material cost inflation. |
| Demand visibility | Positive demand expected as monsoon recovery narrows acreage gaps in Paddy. |
| Management confidence | Balanced, though cautious regarding Middle East conflict impact on input costs. |
Growth
Growth was driven by higher realizations in fertilizers and a strong performance in non-subsidy segments like crop protection.
Outlook
Management targets EBITDA of ₹6,500/MT for NPK fertilizers upon stabilization of new phosphoric acid and sulfuric acid capacities.
Risks
EBITDA fell 3% due to high sulfur and ammonia prices; subsidy delays remain a major cash flow risk.
Last quarter's promises, checked
Delivered
- Commission Kakinada Phos-Acid/Sulphuric plants in Q4 → Commissioned March 2026 (= BEAT)
- Expand retail footprint by 300+ stores → Added 300+ stores in AP/TS/KA (= BEAT)
- Grow Crop Protection revenue 15-20% → Standalone revenue grew 15% (= BEAT)
Partly delivered
- Commission granulation plant by Dec FY26 → Project gaining momentum, on track (= PARTIAL)
- NACL margin stabilization at 9-10% → Improved to 6-7% (= PARTIAL)
Missed
- Maintain fertilizer margins → Q4 manufacturing EBITDA <₹3,500/MT vs ₹5,000+ LY (= MISS)
Earnings Call Transcript filed with BSE, NSE: COROMANDEL. Summary written with AI assistance from 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.
More from Coromandel International Ltd
All →Coromandel International Legal & Regulatory
Coromandel International received a GST order-in-appeal for FY 2019-20, demanding Rs. 0.84 Crore including tax and penalty. The company plans to file an appeal.
- Value
- ₹0.84 Cr
Coromandel International Debt & Borrowing: ₹147.2 Cr
Coromandel International issued a USD 15.5 million corporate guarantee to Citibank N.A. for its subsidiary, Baobab Mining & Chemicals Corporation, Senegal, to secure working capital.
- Value
- ₹147.2 Cr
Coromandel International Merger & Restructuring Worth ₹108.1 Cr
Coromandel International Ltd is converting a ₹108.07 Crore loan, including interest, into equity shares of its wholly-owned subsidiary, Coromandel Chemicals Ltd.
- Value
- ₹108.1 Cr
Coromandel International Investor Presentation: Key Takeaways
Coromandel reported Q1 FY27 revenue growth of 16% YoY at ₹8,165 Cr, though PAT declined 24% to ₹382 Cr. Performance was driven by Nutrients and Crop Protection consolidation.
Coromandel International Q1 FY27 Results: Net Profit ₹381.6 Cr, Down 23.9% YoY
Coromandel International Ltd reported revenue from operations of ₹8,165 Cr (+15.9% YoY) and net profit of ₹381.6 Cr (-23.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹381.6 Cr · -23.9% YoY
Coromandel International Earnings Call: Key Takeaways
Coromandel reported record FY26 revenue of ₹31,827cr, up 30% YoY. Performance driven by strong DAP/NPK sales and recovery in crop protection, despite compressed fertilizer margins due to global raw material price volatility.