Chambal Fertilizers & Chemicals Limited has informed the Exchange about Investor Presentation
CHAMBLFERT · price
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Chambal Fertilisers shared its March 2026 investor presentation with analysts, highlighting its position as India's largest private-sector urea manufacturer with ~10% market share and 3.4 MMTPA capacity across three plants in Gadepan, Rajasthan. Standalone operational income for 9M-FY26 stood at INR 1,80,086 Mn, with EBITDA margin of 13.46% and PAT of INR 18,043 Mn, showing continued growth. The company is nearly debt-free (Nil net debt-to-equity, CRISIL AA+ rated) with ROE of 21% and ROCE of 25% as of FY25. A key focus area is the Technical Ammonium Nitrate (TAN) project — 2.4 Lakh MTPA capacity, INR 16,450 Mn total cost, 92.65% complete, with INR 11,836 Mn spent till Q3FY26, marking its entry into industrial chemicals. The presentation also outlines diversification into Crop Protection Chemicals, Biologicals, Speciality Nutrients and Seeds, with the Indian fertilizer market projected to grow from USD 46 bn (2025) to USD 63 bn (2030) at 6% CAGR.
Positive for shareholders — strong margin expansion (EBITDA from 6.55% in FY23 to 14.92% in FY25), debt-free balance sheet, and a high-return TAN diversification nearing completion should support valuation re-rating. The TAN venture offers significantly higher EBITDA/tonne than urea and addresses a structural demand-supply deficit in India, providing a new growth engine beyond regulated urea.