CHAMBLFERTNSEChambal Fertilizers & Chemicals Limited· FertilisersMediumNeutral
Announced Fri, 9 May · 06:11 IST

Chambal Fertilizers & Chemicals Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

CHAMBLFERT · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Chambal Fertilisers reported FY25 standalone revenue of Rs 16,646 Cr, down 7% YoY, due to lower P&K and urea sales volumes. Despite the revenue dip, profit metrics improved sharply: EBITDA rose 17% to Rs 2,838 Cr, PBT jumped 27% to Rs 2,459 Cr, and PAT grew 24% to Rs 1,657 Cr, driven by energy efficiency gains, higher urea production, and stronger margins in the Crop Protection Chemicals (CPC) & Speciality Nutrients (SN) business. The CPC & SN segment grew contribution 41% YoY, with management guiding it to reach ~Rs 1,400 Cr in revenue and ~Rs 310 Cr in contribution by FY26-27. The Rs 1,645 Cr TAN (Technical Ammonium Nitrate) project is on track with Rs 650 Cr spent by March 2025, targeting 2.4 lakh MTPA capacity. CRISIL upgraded the long-term rating to AA+/Positive, and the dividend was raised to Rs 10 per share.

Likely market impact

Positive for shareholders — strong profit growth, higher dividend (Rs 10 vs Rs 7.5), rating upgrade, and a clear growth roadmap in higher-margin CPC & SN and TAN businesses offset the topline decline, signaling improving returns and earnings quality.