Chambal Fertilizers & Chemicals Limited has informed the Exchange about Transcript
CHAMBLFERT · price
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Chambal Fertilisers reported FY25 standalone PAT of Rs. 1,657 crore, up 24% YoY, and EBITDA of Rs. 2,838 crore, up 17%. Q4 revenue was Rs. 2,449 crore with PAT of Rs. 100 crore (up 16%), despite 36-day shutdown at Gadepan-III and 14-day shutdown at Gadepan-I. Urea production rose to 34.61 lakh metric tons. The Crop Protection (CPC) business delivered a 25% CAGR with FY25 revenue of Rs. 926 crore and contribution of Rs. 247 crore. Management guided FY26 CAPEX of ~Rs. 1,200 crore, mostly for the Technical Ammonium Nitrate (TAN) plant set to start in January 2026, with planned revenue contribution in Q3/Q4 FY26. DAP imports of 1.3 lakh tons have been contracted for Kharif, and management expects trading volumes to grow sharply. The company has a net cash balance sheet and plans to fund CAPEX from internal accruals.
Strong FY25 results and a clear growth roadmap through TAN, CPC, and trading expansion are positive for shareholders. However, management declined to provide margin guidance, project ticket sizes, or TAN operating margins, leaving analysts to model these independently, which may limit near-term clarity on the full earnings potential of the TAN commissioning.