ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | ₹10,348 Cr, 6% YoY growth driven by higher subsidy rates. |
|---|---|
| Margins | EBITDA margin contracted significantly due to uncompensated raw material spikes. |
| Demand visibility | Soft Q2 demand due to rainfall deficit; expecting Rabi season revival. |
| Management confidence | Cautiously optimistic for H2 despite severe Q2 margin compression. |
Growth
Revenue rose to ₹10,348 Cr (6% YoY), though NPK fertilizer volumes fell significantly by 30%.
Outlook
New granulation and launch plants commissioning by February 2027; scaling retail to 2,000 stores.
Risks
Persistent high sulfur and ammonia prices; volatility in subsidy rates; El Nino impact on monsoons.
Last quarter's promises, checked
Delivered
- Hoped Rabi NBS revision → positive Rabi NBS revision signalled (= BEAT)
Partly delivered
- Kharif NBS rate update sought → only Rabi revision signalled (= PARTIAL)
- Granulation commissioning Q4 → Feb 2027 target, not yet live (= PARTIAL)
Missed
- Stable phosphatic consumption YoY → NPK volumes -30% (= MISS)
- NPK EBITDA ₹5,000→₹6,500/t at steady state → EBITDA -18%, margin down; mgmt said not this quarter (= MISS)
Earnings Call Transcript filed with NSE, NSE: COROMANDEL. Summary written with AI assistance from the document.
Coromandel International Ltd: key numbers
- Share price
- ₹1,982.70
- Market cap
- ₹58,502 Cr
- Revenue (annual)
- ₹31,480 Cr
- Net profit (annual)
- ₹1,956 Cr
- P/E (TTM)
- 37.5×Sector 11.4×
- Promoter holding
- 56.34%-0.01% QoQ
- FII holding
- 11.34%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 Annual General Meeting
Coromandel International seeks shareholder approval via postal ballot to re-appoint Sudarshan Venu as Independent Director for 2027-2032. E-voting runs until December 11, 2026.
Coromandel International Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹10,294 Cr (+7%), EBITDA ₹944 Cr (-18%), PAT ₹523 Cr (-34%). Margin compression across nutrients; theme 'Consolidate to Accelerate'.
Coromandel International Management Change
Coromandel International's board approved the re-appointment of Non-Executive Independent Director Sudarshan Venu for 60 months, effective 3 February 2027. The director is not disqualified under Section 164 of the Companies Act.
- Execution
- 60 months from 2027-02-03
Coromandel International Capital Structure Change
Coromandel International reported a stage update on converting a loan into equity in a Senegal entity. The conversion is in its registration phase with statutory authorities.
Coromandel International Results Update
Q2 FY27 standalone PAT fell 33% to Rs 548 Crore as EBITDA declined 21%. Fertiliser margins were squeezed by raw material costs.
Coromandel International Q2 FY27 Results: Net Profit ₹523.4 Cr, Down 34.0% YoY
Coromandel International Ltd reported revenue from operations of ₹10,294 Cr (+6.7% YoY) and net profit of ₹523.4 Cr (-34.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹523.4 Cr · -34.0% YoY