Manufactures crop fertilisers and industrial chemicals in India. The Fertilisers segment generated ₹6,165.55 crore (53.6% of FY26 segment revenue) with segment EBIT of ₹419.89 crore, while the Chemical segment generated ₹5,304.23 crore (46.1%) with segment EBIT of ₹1,146.61 crore, driven by volume growth in TAN and CNB. Realty (0.2%) and Others (0.1%) made up the balance of segment revenue. FY26 total revenue was ₹11,506.03 crore, up 12% year-on-year, with operating EBITDA of ₹1,684 crore and net profit of ₹738.76 crore. Raw materials are the dominant cost at 55.8% of revenue, with depreciation at 3.7% and capex at 13.6% — ₹1,569 crore directed at Dahej and Gopalpur projects targeted for Q2 FY27 commissioning. Net Debt/EBITDA stood at 2.86x. Management cited war-led raw material cost escalations, inadequate fertiliser subsidy support, and a ~₹75 crore planned ammonia plant turnaround as FY26 headwinds. The board recommended a 100% dividend (₹10 per share) for FY26. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Fertilisers (54%), Chemical (46%), Realty (0%), Others (0%). Cyclical, commodity-heavy fertilisers and chemicals with subsidy exposure and large project capex.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 7,663 | 11,301 | 8,676 | 10,274 | 11,506 |
| EBITDA (ex other income) | 1,356 | 2,165 | 1,287 | 1,925 | 1,684 |
| margin % | 17.7 | 19.2 | 14.8 | 18.7 | 14.6 |
| Owners' profit | 678 | 1,210 | 443 | 934 | 737 |
| EPS, as reported (₹) | 60.44 | 97.70 | 35.05 | 73.95 | 58.40 |
| ROE % · ROCE % | 17.2 · 18.0 | 23.5 · 23.4 | 8.4 · 12.3 | 15.1 · 16.7 | 9.9 · 11.3 |
| Debt / equity (x) | 0.65 | 0.70 | 0.74 | 0.63 | 0.73 |
| Cash from operations | 1,211 | 493 | 732 | 1,880 | 206 |
| Capex | (990) | (1,209) | (885) | (1,136) | (1,570) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,747 | 2,579 | 2,667 | 2,659 | 3,006 | 2,830 | 3,011 | 3,256 |
| Profit before tax | 299 | 301 | 320 | 345 | 310 | 195 | 161 | 651 |
| Net profit | 214 | 253 | 278 | 244 | 214 | 141 | 139 | 490 |
| EPS (₹) | 16.64 | 19.86 | 21.96 | 19.26 | 16.89 | 11.21 | 11.04 | 38.82 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Chemical | 5,304 | 46.1 |
| Fertilisers | 6,166 | 53.6 |
| Realty | 22 | 0.2 |
| Others | 14 | 0.1 |
| Total, before eliminations | 11,506 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| DEEPAK FERTILIZERS & PETR ◆ | 16,727 | 17.0 | 2.24 | 12.2 | 9.9 | 8.4 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Newspaper notice on special window for physical shares dematerialisation | compliance | minimal | — | — |
| 2 Sept 2026 · AGM voting results: all 6 resolutions passed including dividend approval | board shareholder meetings | low | — | — |
| 1 Sept 2026 · Manufacturing leadership split into two new President roles | management changes | medium | — | — |
| 1 Sept 2026 · 46th AGM: 100 percent dividend, Q1 FY27 PAT doubles to 490 crore | board shareholder meetings | medium | — | — |
| 11 Aug 2026 · Annual Report FY26 web link shared with shareholders; AGM on 1 Sep 2026 | compliance | minimal | — | — |
| 11 Aug 2026 · Reminder to physical shareholders to update KYC and nomination details | compliance | minimal | — | — |
| 10 Aug 2026 · Notice of 46th AGM and Remote E-Voting Information | compliance | minimal | — | — |
| 9 Aug 2026 · Deepak Fertilisers 46th AGM notice, dividend of Rs 10 per share proposed | board shareholder meetings | low | — | — |
| 7 Aug 2026 · Deepak Fertilisers to attend two investor conferences in August 2026 | board shareholder meetings | low | — | — |
| 7 Aug 2026 · Deepak Fertilisers to attend two investor conferences in August 2026 | board shareholder meetings | low | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| 14.6 |
| 26.1 |
| TATA CHEMICALS LTD | 15,683 | — | 0.71 | 141.2 | (7.7) | (5.0) | 7.4 | 14.4 |
| GUJ NAR VAL FER & CHEM L | 8,273 | 8.0 | 0.91 | 6.0 | 8.9 | 10.3 | 8.7 | 22.1 |
| TANFAC INDUSTRIES LTD. | 6,773 | 55.4 | 18.15 | — | 18.8 | 24.3 | — | 16.0 |
| GUJARAT ALKALIES & CHEM | 5,179 | 78.0 | 1.00 | 10.7 | (0.0) | 0.7 | 12.4 | 18.4 |
| GHCL LIMITED | 3,879 | 8.4 | 1.09 | 5.1 | 13.3 | 16.6 | 1.1 | 23.9 |
| GRAUER & WEIL IND LTD | 3,469 | 21.2 | 3.21 | 14.1 | 15.2 | 19.2 | 14.5 | 20.4 |
| J.G.CHEMICALS LIMITED | 2,330 | 31.0 | 4.31 | 23.7 | 12.7 | 16.9 | — | 11.5 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 17.0 | 17.0 | 28 of 57 | 52% |
| P/B | 2.2 | 1.4 | 38 of 59 | 36% |
| ROCE | 8.4 | 6.2 | 26 of 65 | 61% |
| ROE | 9.9 | 4.9 | 21 of 65 | 69% |
| Debt / Equity | 0.7 | 0.2 | 52 of 65 | 20% |
| EBITDA margin | 26.1 | 13.3 | 7 of 58 | 90% |
| Revenue growth | 22.5 | 6.7 | 14 of 54 | 76% |
| Profit growth | 101.0 | 21.0 | 19 of 64 | 71% |
| Market cap | 16727 | 77 | 1 of 65 | 100% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
