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Investor Presentation

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.

Highlights
Revenue growth16% YoY consolidated growth.
MarginsMargins under pressure; EBITDA margin fell to 9%.
Demand visibilityPositive NPK sales growth of 3% in industry.

Growth

Revenue grew 16% YoY; CPC segment revenue jumped 73% (Consolidated) aided by NACL acquisition.

Outlook

Focus on 'Consolidate to Accelerate' strategy following NACL Industries becoming a subsidiary in August 2025.

Risks

EBITDA margins contracted from 11% to 9% YoY; PAT down 24% due to higher depreciation/finance costs.

Last quarter's promises, checked

Delivered

  • Commission granulation plant by Dec 2026 → On track (= BEAT)
  • Expand Sarigam technical capacity by 20k tons → On track (= BEAT)
  • Maintain 19% CPC EBITDA margin (non-NACL) → On track (= BEAT)

Partly delivered

  • NACL margin 9-10% target → current 6-7% (= PARTIAL)
  • Senegal rock phosphate volume +30-40% → Project stabilized (= PARTIAL)

Missed

  • Guided 20-25% CPC revenue growth → delivered 16% YoY overall (= MISS)
Source

Investor Presentation filed with BSE, 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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