RAMAPHOBSERama Phosphates LtdMediumNeutral
Announced Mon, 18 May · 18:47 IST

Presentation for the Quarter and Financial Year Ended March 31, 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

RAMAPHO · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-7.5%1-day move
₹131.99
prior close
₹124.51
base price
After-mkt
timing
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-2.8-2.8-2.8-4.1-7.5-8.3-8.2-8.1-8.1-6.8-7.8-2.3-6.6
Up moveDown movePending
AI summary

Rama Phosphates reported its highest-ever revenue of ₹89,304 Lacs in FY26, up 20% YoY. Profitability surged dramatically with EBITDA up 89%, PBT up 175%, and PAT up 285%. The Fertilizer division grew 15% to ₹64,203 Lacs while the Chemical division doubled revenue to ₹20,300 Lacs. The Dhule project has been delayed due to redesigning, additional plant inclusions, weather issues, and procurement problems; trial production is now expected to commence by Q2 FY27. The company has secured a supply tie-up with HURL for 1 lakh MT and is expanding SSP capacity at Udaipur by 50,000 MTPA. ICRA rating was upgraded to A-/Stable.

Likely market impact

Strong operational performance with significant margin expansion signals healthy execution. The Dhule project delay is a near-term headwind but the ambitious ₹2,000+ Cr revenue target and expansion plans indicate bullish long-term outlook for shareholders.