DEEPAKFERTNSEDeepak Fertilizers and Petrochemicals Corporation Limited· Chemicals - InorganicHighNeutral
Announced Wed, 5 Nov · 14:29 IST

Deepak Fertilizers And Petrochemicals Corporation Limited has submitted to the Exchange, the Unaudited Standalone and Consolidated Financial Results for the quarter and half year ended 30th September, 2025.

Ebitda Margin CompressionResults View source PDF

DEEPAKFERT · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

DFPCL reported consolidated Q2 FY26 revenue of ₹3,005.8 crore, up 9.4% YoY, while H1 FY26 revenue grew 12.7% to ₹5,664.6 crore. Consolidated Q2 PAT was largely flat at ₹214 crore, but H1 PAT rose 11% to ₹458 crore. The Fertiliser segment was the key growth driver with EBITDA up 36% YoY, while the Chemicals segment (IPA and Ammonia) saw a 21% YoY EBITDA decline due to weak acetone prices, anti-dumping duty impacts, and volatile ammonia pricing. Operating EBITDA for H1 grew only 2% YoY to ₹977 crore despite revenue growing 13%, indicating margin pressure. Capex of ₹870 crore was incurred in H1, with the Gopalpur TAN and Dahej Nitric Acid projects (combined ₹4,658 crore) progressing at 87% and 70% completion respectively. Net debt to EBITDA stood at 1.74x. The company also completed the full acquisition of Platinum Blasting Services in Australia.

Likely market impact

Mixed bag for shareholders — consolidated topline and H1 earnings growth look healthy on the surface, but the sharp EBITDA margin compression (2% growth on 13% revenue growth) and weakness in the chemicals segment may weigh on sentiment. The strong fertiliser performance and on-track capex projects provide a positive medium-term outlook.