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Earnings Call

Shree Pushkar Chemicals & Fertilisers Earnings Call: Key Takeaways

Shree Pushkar delivered steady growth in FY26, but management is now deferring major expansions (Unit 5 & 6) due to extreme raw material price volatility and global supply chain disruptions.

Highlights
Revenue growthFY26 revenue reached ₹976.6cr, a 21.1% YoY increase.
MarginsEBITDA margin at 10.2%; high raw material costs are a major headwind.
Demand visibilityUncertain; high prices are suppressing demand and impacting Kharif season performance.
Management confidenceCautious; voluntarily halting sales to protect margins against raw material spikes.

Growth

Revenue grew 21% YoY to ₹976.6cr, driven by chemical segment volumes and improved fertilizer realizations.

Outlook

FY27 revenue guidance lowered from ₹1500cr to ₹1250-1300cr due to delayed capacity commissioning.

Risks

Deferring production starts due to 3x spike in Ammonia and Sulphur prices; Kharif season revenue loss.

Source

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

Read the document ↗

Shree Pushkar Chemicals & Fertilisers Ltd: key numbers

Share price
₹506.05
Market cap
₹1,636 Cr
Revenue (annual)
₹976.6 Cr
Net profit (annual)
₹70.10 Cr
P/E (TTM)
22.7×Sector 37.5×
Promoter holding
69.36%+0.00% QoQ
FII holding
0.50%Current quarter

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

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Shree Pushkar Chemicals & Fertilisers Earnings Call Transcript: Key Takeaways

Revenue grew 10% YoY to ₹281Cr as management prioritised pricing over volume amid West Asia conflict volatility. PAT margins recovered to 8.2% from COVID lows, supported by disciplined cost management and higher realisations.

Call
Guides 35% growth