ALFA Finder| 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
- ₹1,588.90
- 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