DEEPAKFERTNSEDeepak Fertilizers and Petrochemicals Corporation Limited· Chemicals - InorganicMediumNeutral
Announced Wed, 5 Nov · 14:33 IST

Deepak Fertilizers And Petrochemicals Corporation Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureMgmt Guided Margin ImprovementInvestor Communications View source PDF

DEEPAKFERT · 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

DFPCL announced Q2 FY26 consolidated revenue of ₹3,005.83 crore, up 9% YoY, with H1 FY26 revenue growing 13% YoY to ₹5,664.58 crore driven by higher volumes in Croptek, TAN and IPA. Consolidated Q2 PAT was flat YoY at around ₹214 crore, while H1 PAT rose 11% YoY to ₹458 crore. The fertiliser business posted a strong 36% YoY growth, but the chemicals segment declined 21% YoY due to margin pressure in IPA (from anti-dumping-related US imports and weak acetone prices) and Ammonia (volatile FOB prices around $300/MT). Despite H1 capex of ₹870 crore, net debt rose only ₹97 crore with net debt/EBITDA at 1.74x, while specialty products now contribute 28% of crop nutrition revenue. Management guided near-term recovery in IPA and Ammonia, with strategic projects Gopalpur TAN (~87% complete) and Dahej Nitric Acid (~70% complete) targeted for commissioning by end-FY26, and confirmed full acquisition of Australian subsidiary Platinum Blasting Services.

Likely market impact

Mixed quarter — fertiliser and specialty strength offset by chemicals margin pressure. Watch for IPA/Ammonia recovery, FY26 commissioning of ₹4,658 crore capex projects, and PBS acquisition contribution to drive next leg of growth.