Announced Fri, 24 Apr · 10:42 IST

Khaitan Chemicals & Fertilizers Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

KHAICHEM · price

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Price reaction · full curve 14 horizons · vs prior close
-13.7%1-day move
₹62.25
prior close
₹58.03
base price
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+0.2+0.4+0.6+0.9-13.7-12.5-12.3-11.7-12.9-7.0-12.1-10.2-9.4-23.1
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AI summary

Khaitan Chemicals & Fertilizers Limited submitted its Q4 FY26 investor presentation showing strong recovery with FY26 operational revenue of INR 10,016 Mn, up 39% YoY from INR 7,202 Mn in FY25. EBITDA for FY26 stood at INR 1,130 Mn with margins of 11.28%, a significant jump from just 3.19% in FY25. PAT for FY26 was INR 688 Mn versus INR 14 Mn in FY25. Q4 FY26 revenue was INR 1,930 Mn (up 20% YoY) with EBITDA of INR 176 Mn and PAT of INR 54 Mn. The company is India's second-largest SSP manufacturer with ~10% market share and operates 6 plants across 5 states. The fertilizer segment contributed 78% of FY26 revenue while chemicals accounted for 22%. The company attributed margin improvement to better product mix and operational efficiency despite volatile raw material costs due to geopolitical factors.

Likely market impact

The stock delivered strong FY26 results with nearly 3.5x EBITDA growth and margin expansion of 809 basis points. Revenue growth of 39% YoY reflects healthy demand for SSP fertilizers. However, Q4 PAT declined 37% sequentially due to seasonal softness. The company maintains its position as a leading SSP player with strong distribution reach of 3,000+ dealers.