Integrated Financial Results as on 31122025

Revenue declinedProfit growth above 25%EBITDA margin expansionContingent liabilities increasedEmphasis of matterResults View source PDF Explain this filing

RCF · price

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

Price reactionminutes from the announcement price · days from the prior close

-2.3%Reaction day

₹133.50

prior close

₹132.60

announcement price

After-mkt

timing

Nifty Microcap 250market · index membership as recorded later (tracked since Jun 2026)-1.5%-0.8% vs market

Fertilizers peers, median of 19sector-0.8%-1.5% vs sector

On the reaction day the stock moved 0.8 pts less than Nifty Microcap 250 and 1.5 pts less than its Fertilizers peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.3

10m

-1.6

15m

-1.6

30m

-1.4

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-2.3-1.5-0.8-0.8-1.5

Next day

-1.5-2.2+0.7-1.6+0.0

+1.8-1.2+3.0+0.9+0.9

+1.0-0.9+2.0-0.5+1.5

-1.7-2.3+0.6-2.0+0.2

-2.8-2.5-0.3-2.2-0.6

-4.3-3.6-0.7-3.4-0.8

15d

-17.4-10.4-7.0-12.1-5.2

-9.5-11.3+1.8-10.9+1.4

-5.2-3.6-1.7-5.6+0.3

-6.7+3.9-10.5-3.6-3.0

UpDownMarket · Nifty Microcap 250Sector · Fertilizers peers, median of 19Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Rashtriya Chemicals & Fertilizers (a Government of India PSU) reported Q3 FY26 standalone revenue of ₹4,236.44 cr, down ~6.2% YoY from ₹4,518.35 cr, while profit after tax rose ~2.2% to ₹81.37 cr. For 9M FY26, revenue dipped ~2.3% to ₹12,899.60 cr but PAT jumped ~42.7% to ₹241.18 cr (EPS ₹4.37 vs ₹3.06), aided by improved operating margin (4.78% vs 3.76%) and higher subsidy recognition. The Board declared an interim dividend of ₹1 per share (10%) with record date Feb 20, 2026. A major overhang: the Bombay High Court set aside a favorable arbitration award in the GTG dispute and directed RCF to refund ₹218.46 cr plus interest — about ₹29.10 cr has already been charged to finance costs this quarter, and the company is challenging the order. Additional subsidy of ₹565.79 cr (9M) above notified NBS rates and an ongoing ₹123.57 cr gas-pooling dispute with GAIL were also flagged in auditor's emphasis-of-matter.

Likely market impact

Margin expansion and strong 9M PAT growth along with an interim dividend are positives, but the adverse High Court ruling requiring a potential ~₹218 cr refund is a clear negative overhang that may weigh on sentiment until further legal clarity emerges.