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Earnings Call

Krishana Phoschem Earnings Call: Key Takeaways

Krishana Phoschem reported a peak performance year in FY26, driven by aggressive expansion into NPK/DAP and deep backward integration, resulting in record-breaking revenue and profitability.

Highlights
Revenue growth78% YoY growth in FY26 to ₹2,418 Cr.
MarginsFY26 EBITDA margin at 12.3%; Q4FY26 PAT margin peaked at 11%.
Demand visibilityStrong seasonality; supported by PM-KISAN disbursements and reservoir levels.
Management confidenceHigh; citing 'watershed moment' and shattered targets.

Growth

FY26 Revenue surged 78% YoY to ₹2,418Cr; PAT grew 108% to ₹180Cr; EPS doubled to ₹29.1.

Outlook

Commissioned Meghnagar expansions (NPK/DAP +50%, SA +38%); 10-year SECI green ammonia deal for 70k MTPA.

Risks

Geopolitical tensions in Middle East impacting trade flows; elevated international DAP prices (~$650-865/tonne).

Source

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

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Krishana Phoschem Ltd: key numbers

Share price
₹186.42
Market cap
₹5,763 Cr
Revenue (annual)
₹2,418 Cr
Net profit (annual)
₹180.2 Cr
P/E (TTM)
29.3×Sector 12.4×
Promoter holding
72.93%-0.01% QoQ
FII holding
0.38%Current quarter

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

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Credit Rating

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CRISIL assigned 'Crisil A+/Watch Developing' and 'Crisil A1/Watch Developing' ratings to Krishana Phoschem's Rs. 1,125 Crore bank facilities. Ratings remain on watch with developing implications.

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Management Change

Krishana Phoschem Management Change

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Execution
5 years