ALFA Finder| Revenue growth | Record 2,592 Cr revenue, up 35% YoY and 22% QoQ. |
|---|---|
| Margins | EBITDA margins expanded to 21% from 11% YoY on integration. |
| Demand visibility | Improving demand across key end-user industries like electronics and pharma. |
| Management confidence | Balanced; focused on long-term value chain integration and asset stability. |
Growth
Phenolics revenue grew 36% YoY while Advanced Intermediates EBIT surged 89% on better domestic demand.
Outlook
Polycarbonate and B-Phenol A projects target H2 FY29 commissioning; debt expected to peak near 8,500 Cr.
Risks
High raw material volatility persists in the AI segment; 11,500 Cr project execution risk.
Last quarter's promises, checked
Delivered
- Q1 consolidated revenue > Q4 → Delivered 2,592 Cr vs 2,127 Cr (= BEAT)
- Q1 EBITDA > Q4 → Delivered 554 Cr vs 383 Cr (= BEAT)
- Q1 Standalone numbers > Q4 → Delivered (AI revenue 33% growth) (= BEAT)
Partly delivered
- Nitric acid 45% utilization to stabilize → Ongoing technical issues mentioned (= PARTIAL)
- MIBK/MIBC Q2 FY27 commissioning → Timeline maintained but pending (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: DEEPAKNTR. Summary written with AI assistance from the document.
Deepak Nitrite Ltd: key numbers
- Share price
- ₹1,588.90
- Market cap
- ₹21,671 Cr
- Revenue (annual)
- ₹7,887 Cr
- Net profit (annual)
- ₹550.5 Cr
- P/E (TTM)
- 20.4×Sector 35.5×
- Promoter holding
- 49.39%+0.05% QoQ
- FII holding
- 6.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Deepak Nitrite Ltd
All →Deepak Nitrite Earnings Call Transcript: Key Takeaways
Deepak Nitrite delivered its highest-ever quarterly performance, driven by Phenolics volume growth and improved customer engagement. The company is pivoting from a nitration focused player to an integrated nitrogen and advanced materials platform.
Deepak Nitrite Investor Presentation: Key Takeaways
Deepak Nitrite delivered its highest-ever quarterly performance in Q2 FY27, driven by a record-breaking Phenolics segment and strategic supply chain resilience despite a volatile global operating environment.
Deepak Nitrite Q2 FY27 Results: Net Profit ₹397.7 Cr, Up 234.8% YoY
Deepak Nitrite Ltd reported revenue from operations of ₹3,076 Cr (+61.8% YoY) and net profit of ₹397.7 Cr (+234.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹397.7 Cr · +234.8% YoY
Deepak Nitrite Board Meeting Date
Deepak Nitrite Ltd intimated BSE that its Board will meet on 29 October 2026. The agenda includes approving Q1 and half-year un-audited results for September 2026.
Deepak Nitrite Promoter Buying: ₹10.06 Cr
Deepak Nitrite's promoter and director Dr. Deepak C. Mehta acquired shares worth ₹10.06 Crore via market purchase. His total stake increased from 16.56% to 16.61%.
- Value
- ₹10.06 Cr
- Promoter stake change
- +0.05%
Deepak Nitrite Production Started
Deepak Nitrite's subsidiary, Deepak Chem Tech, commissioned a new Chlorination and Specialty chemical plant in Dahej. The project incurred a total capital expenditure of ₹300 Crore.
- Value
- ₹300.0 Cr