DEEPAKNTRBSEDeepak Nitrite Ltd-$MediumNeutral
Announced Wed, 23 Jul · 21:41 IST

54th Annual Integrated Report - Financial Year 2024-25

Mgmt Guided Margin ImprovementMgmt Guided Margin PressurePromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

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▲ 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

Deepak Nitrite has filed its 54th Annual Integrated Report for FY 2024-25, with the AGM scheduled for August 14, 2025 via video conferencing. Consolidated revenue stood at ₹8,282 Crores with a net worth of ₹5,389 Crores and a dividend of ₹7.50 per share. The Phenolics segment (over 70% of revenue) posted ₹5,805 Crores in revenue with EBIT rising to ₹783 Crores, while the Advanced Intermediates segment saw a sharp EBIT decline to ₹176 Crores from ₹446 Crores due to soft pricing. The company announced a ₹8,500 Crores capex plan for Phenol-Acetone and Polycarbonate resin manufacturing through subsidiary DCTL, including a partnership with Trinseo PLC to acquire and relocate a PC plant from Germany to India.

Likely market impact

Shareholders gain visibility into a major growth push (₹8,500–10,000 Crores over 4–5 years) targeting Polycarbonate and downstream chemicals, but the sharp drop in Advanced Intermediates EBIT signals near-term margin pressure. The Trinseo technology acquisition and Petronet LNG feedstock tie-up strengthen the long-term import-substitution story, likely supportive of the stock's growth narrative.