ALFA Finder| Revenue growth | 22% YoY; 8% QoQ |
|---|---|
| Margins | EBITDA margin hit all-time high of 26% |
| Demand visibility | Stable Nitric Acid; monsoon-dependent TAN/CNB |
| Management confidence | High regarding structural benefits from Equinor gas tie-up |
Growth
Revenue grew 22% YoY to ₹3,256 Cr. EBITDA increased 65% YoY to ₹845 Cr with margins expanding to 26%.
Outlook
₹4,650 Cr capex underway; Gopalpur TAN and Dahej Nitric Acid projects expected to commission in Q2-FY27.
Risks
Monsoon-driven slowdown impacting Q2 TAN demand; elevated input costs and unfavorable DAP-NPK pricing gaps in CNB.
Last quarter's promises, checked
Delivered
- Equinor gas contract commencement → First shipment received May 2026 (= BEAT)
- Ammonia plant turnaround → Plant performing well with efficiency gains (= BEAT)
- DMSL Acquisition → Completed acquisition to strengthen mining platform (= BEAT)
Partly delivered
- TAN capacity utilization 90-95% by year-end → Q1 TAN volumes down 12% YoY (= PARTIAL)
- Capex envelope INR 4,650 Cr → Spend reached INR 3,800 Cr with projects ongoing (= PARTIAL)
Missed
- Gopalpur/Dahej commissioning Q4 FY26 → Delayed to Q2 FY27 (= MISS)
Investor Presentation filed with NSE, NSE: DEEPAKFERT. Summary written with AI assistance from the document.
Deepak Fertilisers & Petrochemicals Corporation Ltd: key numbers
- Share price
- ₹1,246.00
- Market cap
- ₹15,729 Cr
- Revenue (annual)
- ₹11,506 Cr
- Net profit (annual)
- ₹737.2 Cr
- P/E (TTM)
- 16.0×Sector 35.5×
- Promoter holding
- 45.63%+0.00% QoQ
- FII holding
- 10.14%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Deepak Fertilisers & Petrochemicals Corporation Ltd
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- Value
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Deepak Fertilisers & Petrochemicals Corporation Management Change
Deepak Fertilizers' Board appointed Mr. Pankaj Gupta as Company Secretary and Compliance Officer from November 2026. The KMP appointment follows Nomination and Remuneration Committee recommendation.
Deepak Fertilisers & Petrochemicals Corporation Other Announcement
The company submitted its quarterly shareholding pattern as of September 30, 2026, including intimation of name changes for two promoter group entities.
Deepak Fertilisers & Petrochemicals Corporation Other Announcement
The company submitted its quarterly Regulation 74(5) certificate for the period ending 30th September 2026, confirming compliance with depository regulations regarding share dematerialization.