Chambal Fertilisers & Chemicals Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Chambal Fertilisers reported standalone revenue of INR 5,000 crore for Q1 FY27, down about 12% year-on-year, while EBITDA rose 12% to INR 851 crore and PAT grew 10% to INR 703 crore. Management attributed the revenue decline to a delayed monsoon, subdued Kharif sowing, and a bunched shutdown at Gadepan-1 and Gadepan-2, while margin improvement was linked to Gadepan-3 production, currency movements, and ammonia sales. The company also discussed progress on its Technical Ammonium Nitrate project, the IMACID joint venture's temporary shutdown due to Sulphur shortages, and preparatory work for a potential fourth urea plant under the National Investment Policy for Urea 2026.
Chambal Fertilisers reported Q4 FY26 standalone revenue growth of 14% year-on-year to about Rs 2,785 crores, with EBITDA up 56% to Rs 255 crores and PAT up 46% to Rs 145 crores. For the full year, revenue grew 25% to Rs 20,794 crores while the Complex Fertilizer segment revenue increased 175% and the crop protection and biologicals business also expanded. Management discussed progress on the technical ammonium nitrate project, which has entered the commissioning phase, along with commentary on gas costs, subsidy receivables and raw material price volatility during the quarter.