Deepak Fertilizers And Petrochemicals Corporation Limited has informed the Exchange about Investor Presentation
DEEPAKFERT · price
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Deepak Fertilisers reported strong FY25 results with consolidated revenue rising 18% YoY to Rs. 10,274 Cr and net profit more than doubling to Rs. 945 Cr (up 102% YoY). Q4 FY25 revenue grew 28% YoY to Rs. 2,667 Cr, while PAT rose 21% to Rs. 278 Cr. Operating EBITDA margin expanded sharply by 390 basis points to 19% in FY25, supported by the commodity-to-specialty transition (specialty share now 30% in fertilizers) and record 1 million+ MT of bulk fertilizer sales. The board recommended a 100% dividend (Rs. 10 per share) and the company raised Rs. 800 Cr via CCDs in Q1 FY26. Net debt fell to Rs. 3,305 Cr and Net Debt/EBITDA improved from 2.66x to 1.72x. A major Rs. 4,500 Cr capex is underway, with TAN Gopalpur and Nitric Acid Dahej projects expected to commission in H2 FY26, positioning DFPCL as the 3rd largest pure-play TAN producer globally and Asia's largest nitric acid manufacturer.
Strong earnings with doubled profit, 390 bps margin expansion, and balance sheet deleveraging are positive for shareholders. Capex-led growth and specialty shift support the long-term story, though the Rs. 800 Cr CCD issuance may raise mild dilution concerns and IPA margins are flagged for some pressure ahead.