| Management target | Revenue FY29 |
|---|
| Revenue growth | 35% YoY growth, driven by record Phenolics and AI segment performance. |
|---|---|
| Margins | EBITDA margins doubled YoY due to better product mix and integration. |
| Demand visibility | Strong domestic demand; India becoming a salient destination for downstream chemicals. |
| Management confidence | Extremely confident; focusing on 'nitrogen company' and 'integrated platform' narrative. |
Growth
Revenue grew 35% YoY and 22% QoQ, with EBITDA margins expanding to 21% from 11% YoY.
Outlook
Commissioning MIBK/MIBC in August 2026. Targeting full polycarbonate value chain integration by FY28-29.
Risks
High raw material price volatility persists. Large 11,500 Cr capex implementation risk could strain execution focus.
Last quarter's promises, checked
Delivered
- Guided Q1 better than Q4 → Delivered 2592 Cr vs 2127 Cr (= BEAT)
- Guided MIBK/MIBC commissioning Q2 FY27 → On track/August 2026 (= BEAT)
- Guided 60:40 debt-equity funding for 11k Cr capex → Maintained structure (= BEAT)
Partly delivered
- Guided Nitric Acid 90-100 Cr EBITDA addition → Delayed by technical issues (= PARTIAL)
Earnings Call Transcript filed with NSE, 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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