COROMANDELNSECoromandel International Limited· FertilisersMediumNeutral
Announced Fri, 9 May · 20:46 IST

Coromandel International Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsMgmt Evaded Key QuestionInvestor Communications View source PDF

COROMANDEL · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Coromandel International shared its Q4 FY25 earnings call transcript on May 9, 2025, covering the full year ended March 2025. Consolidated full-year revenue grew 10% to Rs. 24,444 crores with EBITDA up to Rs. 2,628 crores from Rs. 2,399 crores, while Q4 revenue jumped 28% to Rs. 5,114 crores and EBITDA rose to Rs. 426 crores. The Board declared a final dividend of Rs. 9 per share (Rs. 6 regular + Rs. 3 special). Fertilizer volumes hit a record 33.3 lakh tons with market share rising to 18% from 15%, while crop protection revenue grew 7% to Rs. 2,637 crores with EBIT up 25% to Rs. 365 crores. The NACL Industries acquisition awaits regulatory approval expected by Q2, BMCC in Senegal became a subsidiary, and a long-term DAP/NPK supply contract was signed with Saudi Arabia's Ma'aden. Management reiterated guidance of Rs. 4,500-5,000 EBITDA per ton and a 40% jump in fertilizer EBITDA per ton over 2-3 years as backward integration plants commission in FY26.

Likely market impact

Strong full-year results with margin expansion in crop protection and market share gains in fertilizers are positive for shareholders. The special dividend signals cash comfort, and forward guidance on EBITDA/ton improvement backed by upcoming capacity commissioning (PA-SA plants in Q4 FY26, granulation train in FY27) supports a constructive medium-term outlook.