Chambal Fertilizers & Chemicals Limited has informed the Exchange about Transcript
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Chambal Fertilizers reported Q1 FY26 standalone revenue of Rs. 5,698 crore with EBITDA of Rs. 929 crore and PAT of Rs. 638 crore, up 16% year-on-year; consolidated PAT grew 23% to Rs. 549 crore. Urea production declined to 8.54 lakh metric tons due to a ~24-25 day breakdown at the Gadepan-II plant (now normalized), causing a Rs. 16-17 crore contribution loss. P&K fertilizer volumes surged 70% to 4.21 lakh metric tons, while the crop protection and specialty nutrients (CPC-SN) business grew 32% to Rs. 452 crore in revenue, tracking the Rs. 1,500 crore FY26 target. The Technical Ammonium Nitrate (TAN) project is on track with Rs. 918 crore spent, trial production slated for late November/early December and commercial production from mid-January 2026. Net cash on the balance sheet stands at Rs. 1,600 crore, and the IMACID JV is expanding phosphoric acid capacity from 5 to 7 lakh tons by late 2026/early 2027.
The results were broadly steady, supported by strong P&K and CPC-SN growth, though urea margins face mild pressure from a revised energy norm (low double-digit crore impact per quarter, already factored in). The TAN plant commissioning in January 2026 is a key near-term catalyst, with management expecting five-digit EBITDA per ton, while the unresolved post-2027 policy framework for Gadepan-III remains a watchpoint for investors.