Chambal Fertilizers & Chemicals Limited has informed the Exchange about Transcript
CHAMBLFERT · price
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Chambal Fertilisers reported Q4 FY26 revenue of Rs. 2,785 crores (+14% YoY) with EBITDA of Rs. 255 crores (+56% YoY) and PAT of Rs. 145 crores (+46% YoY). For full FY26, revenue grew 25% to Rs. 20,794 crores with PAT of Rs. 1,950 crores (+18% YoY). The company highlighted margin pressure from elevated raw material costs (ammonia at $850-900/ton, high LNG prices around $18-18.5/MMBTU) offset partly by 10% government NBS subsidy increase. Key growth drivers include strong complex fertilizer performance (revenue +175% to Rs. 7,025 crores), crop protection chemicals growth of 27% YoY, and the TAN project entering commissioning with 240,000 MTPA capacity. Management indicated readiness for a new urea plant (brownfield, ~Rs. 9,500-10,000 crores) pending government policy. JV IMACID is expanding P2O5 capacity to 7 lakh MT by December 2026.
Strong full-year earnings growth reflects resilience in core fertilizer business and new product launches, though investors should monitor working capital pressures from elevated gas costs and subsidy receivables of Rs. 2,075 crores. The TAN project commissioning in Q1 FY27 could provide a new revenue stream from a buoyant mining chemicals market.