ALFA Finder| Revenue guidance | 21.0% → 35.0% Raised by 14.0 percentage points |
|---|---|
| Management target | Revenue 35.0% FY27 |
| Revenue growth | 10% YoY growth to ₹281.1Cr, driven by better price realisations. |
|---|---|
| Margins | Improving; PAT margins recovered from 5.5% to 8.2%. |
| Demand visibility | Improving; West Asia conflict delayed buying, but demand is now rebounding. |
| Management confidence | Highly optimistic; explicitly raised FY27 revenue targets during the Q&A. |
Growth
Growth is price-led; volumes declined in both fertilizer and chemical segments but improved realisations offset the drop.
Outlook
Management raised Revenue guidance to ₹1,350-1,400Cr for FY27, targeting 1,700Cr+ as Unit 6 stabilizes.
Risks
Raw material price spikes, especially Sulphur and Ammonia, threaten capacity utilization and working capital stability.
Last quarter's promises, checked
Delivered
- Guided Rev ~₹976Cr → delivered ₹976.6Cr (= BEAT)
- Guided PAT ~₹70Cr → delivered ₹70.1Cr (= BEAT)
- Guided Unit 5 Dyes plant ready → delivered Commissioned (= BEAT)
Partly delivered
- Guided Unit 6 trial March/April → delivered Trial delayed to Q2/Q3 (= PARTIAL)
Missed
- Guided Rev ₹1,500Cr for FY27 → delivered Lowered to ₹1,250-1,300Cr (= MISS)
- Guided Unit 5/6 revenue in Kharif → delivered Zero revenue due to delays (= MISS)
Earnings Call Transcript filed with NSE, NSE: SHREEPUSHK. Summary written with AI assistance from the document.
Shree Pushkar Chemicals & Fertilisers Ltd: key numbers
- Share price
- ₹587.95
- Market cap
- ₹1,901 Cr
- Revenue (annual)
- ₹976.6 Cr
- Net profit (annual)
- ₹70.10 Cr
- P/E (TTM)
- 21.2×Sector 35.5×
- Promoter holding
- 69.45%+0.09% QoQ
- FII holding
- 0.58%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Shree Pushkar Chemicals & Fertilisers Ltd
All →Shree Pushkar Chemicals & Fertilisers Preferential Issue
Shree Pushkar called an EGM to approve Rs 45 Crore promoter warrants at Rs 526.90 each. Warrants convert into equity within 18 months.
- Value
- ₹45.00 Cr
Shree Pushkar Chemicals & Fertilisers Convertible Warrants
Shree Pushkar Chemicals calls an EGM on 2 December 2026. Shareholders will vote on preferential issue of convertible warrants to the promoter.
Shree Pushkar Chemicals & Fertilisers Earnings Call Transcript: Key Takeaways
Q2 revenue ₹403.5 Cr (+58.2%) and EBITDA ₹49.2 Cr (+87.7%) look price-led. Management was evasive on sustainability, inventory gains, and Unit 6 timing.
Shree Pushkar Chemicals & Fertilisers Other Announcement
Shree Pushkar Chemicals reported no deviation in using preferential warrant funds for the quarter ended 30 September 2026. Rs.7.50 crore subscription money has been received so far.
Shree Pushkar Chemicals & Fertilisers Capital Structure Change
Shree Pushkar Chemicals' board approved reissue of forfeited shares and fund raising. Authorised capital rises to 34 million shares, subject to a 2 December 2026 vote.
Shree Pushkar Chemicals & Fertilisers Fund Raise of ₹45 Cr
Shree Pushkar's board approved a preferential issue of 854,060 convertible warrants to Punit Makharia. The issue would raise about Rs.45.00 Crore at Rs.527 per warrant.
- Value
- ₹45.00 Cr