| 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
- ₹1,587.10
- 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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