DEEPAKNTRNSEDeepak Nitrite Limited· Chemicals - OrganicMediumNeutral
Announced Fri, 22 May · 10:27 IST

Deepak Nitrite Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

DEEPAKNTR · price

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AI summary

Deepak Nitrite reported strong Q4 FY26 results with consolidated revenue of INR 2,127 crore, EBITDA of INR 383 crore (18% margin), and PAT of INR 220 crore, showing 74% sequential EBITDA growth. Full year FY26 revenue stood at INR 7,947 crore with PAT of INR 551 crore. The Board recommended a final dividend of INR 7.5 per share. Management highlighted operational improvements driven by stable domestic demand, favorable product mix, and cost optimization initiatives. The Phenolics segment delivered robust performance with 20% EBIT margins, while Advanced Intermediates showed sequential EBIT improvement. Key growth projects including nitration/hydrogenation plants at Dahej are fully operational, while MIBK/MIBC commissioning is expected in Q2 FY27 and the polycarbonate project remains on track for June 2028. Management expects Q1 FY27 to be better than Q4 FY26 and anticipates margin improvement in FY27 driven by new products and China nitration capacity tightening.

Likely market impact

Strong quarterly recovery with margin expansion signals operational efficiency gains. Management guidance for improved FY27 performance and new product launches provide a positive outlook, though geopolitical uncertainties and feedstock volatility remain key monitorables.