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Earnings Call

Deepak Nitrite Earnings Call: Key Takeaways

Deepak Nitrite delivered a volume-led revenue growth of 3% YoY, though margins remained under pressure from aggressive Chinese dumping and delayed backward integration projects.

Highlights
Revenue growth3% YoY growth driven by higher volumes and domestic market resilience.
MarginsEBITDA margins improved to 11% YoY due to process optimization efforts.
Demand visibilityStrong domestic demand in Phenol; global de-stocking impacting Advanced Intermediates.
Management confidenceBalanced, emphasizing long-term vertical integration over short-term pricing volatility.

Growth

Revenue grew 3% YoY to ₹1,983cr, driven by record Phenol volumes, despite soft global price realizations.

Outlook

Targeting full utilization of Nitric Acid and MIBK/MIBC plants by Q1FY27; ₹2,500cr total FY26 capex.

Risks

Chinese overcapacity in Advanced Intermediates and rising spot raw material costs pose immediate margin contraction risks.

Source

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

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Deepak Nitrite Ltd: key numbers

Share price
₹1,587.10
Market cap
₹21,647 Cr
Revenue (annual)
₹7,887 Cr
Net profit (annual)
₹550.5 Cr
P/E (TTM)
27.6×Sector 37.5×
Promoter holding
49.34%+0.01% QoQ
FII holding
6.24%Current quarter

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

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Financial Results

Deepak Nitrite Q1 FY27 Results: Net Profit ₹345 Cr, Up 207.5% YoY

Deepak Nitrite Ltd reported revenue from operations of ₹2,578 Cr (+36.4% YoY) and net profit of ₹345 Cr (+207.5% YoY) for Q1 FY27.

Key figure
Net profit ₹345 Cr · +207.5% YoY