Manufactures fertilizers and industrial chemicals from integrated plants at Sikka and Baroda, split into a fertilizer segment that contributed 77.8% of segment revenue at ₹8,423.04 crore and an industrial products segment that made up 22.2% at ₹2,404.21 crore in FY26. The fertilizer business sells urea, DAP, APS and other NPK grades, with FY26 sales volume of 22.31 lakh metric tonnes (up 12% YoY) and production of 17.59 lakh metric tonnes — the highest in five years. The industrial products business makes caprolactam, nylon 6, melamine, technical-grade urea, HX crystal and traded ammonia, and posted its highest annual EBIT in four years at ₹200 crore in FY26. Manufacturing is supported by in-house ammonia plants and long-term sulfur contracts to manage raw-material volatility. Raw materials were the largest cost at 54.7% of revenue, with employee costs at 7.1% and other operating expenses at 17.5%. The company capitalised ₹670 crore of projects in FY26, runs debt-free, and is converting a DAP train at Sikka to flexible APS/DAP output by July–August 2026. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Fertilizer Products (78%), Industrial Products (22%). Cyclical, asset-heavy fertilizer and chemicals manufacturer with backward integration into ammonia
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 9,083 | 11,369 | 9,155 | 9,534 | 10,946 |
| EBITDA (ex other income) | 1,321 | 1,591 | 513 | 632 | 790 |
| margin % | 14.5 | 14.0 | 5.6 | 6.6 | 7.2 |
| Owners' profit | 899 | 1,266 | 555 | 591 | 673 |
| EPS, as reported (₹) | 22.55 | 31.77 | 14.16 | 14.83 | 16.88 |
| ROE % · ROCE % | 7.6 · 10.4 | 10.5 · 12.1 | 4.4 · 5.1 | 4.9 · 5.8 | 5.5 · 6.6 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 237 | 924 | (268) | 83 | 136 |
| Capex | (95) | (142) | (240) | (380) | (308) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 2,635 | 2,814 | 1,922 | 2,184 | 3,187 | 2,941 | 2,633 | 3,583 |
| Profit before tax | 387 | 168 | 84 | 179 | 427 | 182 | 61 | 202 |
| Net profit | 298 | 134 | 72 | 139 | 324 | 158 | 52 | 159 |
| EPS (₹) | 7.60 | 3.36 | 1.80 | 3.48 | 8.13 | 3.97 | 1.30 | 3.98 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| FERTILIZER PRODUCTS | 8,541 | 78.0 |
| INDUSTRIAL PRODUCTS | 2,404 | 22.0 |
| Total, before eliminations | 10,946 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| COROMANDEL INTERNTL. LTD | 57,080 | 31.1 | 4.35 | 16.5 | 14.5 | 18.6 | 17.2 | 9.9 |
| FACT LTD | 50,465 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 7 Sept 2026 · GSFC 64th AGM notice: e-voting, book closure and dividend declared | compliance | minimal | — | — |
| 4 Sept 2026 · GSFC files BRSR for FY 2025-26 | compliance | low | — | — |
| 4 Sept 2026 · Annual Report FY26 and 64th AGM Notice filed by GSFC | results | high | — | — |
| 4 Sept 2026 · GSFC files FY26 Annual Report and 64th AGM Notice for 28 Sep 2026 | board shareholder meetings | low | — | — |
| 4 Sept 2026 · 64th AGM Notice - E-Voting, Book Closure and Dividend Information | compliance | minimal | — | — |
| 31 Aug 2026 · Revised Record Date for Dividend Entitlement | corporate actions | medium | — | — |
| 31 Aug 2026 · GSFC revises record date for dividend to 12 September 2026 | corporate actions | medium | — | — |
| 29 Aug 2026 · GSFC sets 21 Sep 2026 as e-voting cut-off for 64th AGM | board shareholder meetings | low | — | — |
| 29 Aug 2026 · GSFC sets 11 Sept 2026 record date for dividend, payment from 5 Oct | corporate actions | high | — | — |
| 29 Aug 2026 · AGM on 28 Sep 2026, record date 11 Sep for dividend | corporate actions | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | 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 |
| 1813.7 |
| 36.70 |
| 154.9 |
| 1.8 |
| 1.8 |
| — |
| (0.2) |
| CHAMBAL FERTILIZERS LTD | 16,803 | 8.7 | 1.62 | 6.3 | 18.8 | 20.7 | 10.3 | 17.5 |
| PARADEEP PHOSPHATES LTD | 16,216 | 15.1 | 2.39 | 10.1 | 14.7 | 16.5 | — | 12.5 |
| MADHYA BHARAT AGRO P. LTD | 7,021 | 10.9 | 12.77 | — | 27.3 | 16.6 | — | 17.1 |
| GUJ STATE FERT & CHEM LTD ◆ | 6,219 | 9.0 | 0.51 | 5.7 | 5.5 | 6.5 | 7.5 | 7.4 |
| RASHTRIYA CHEMICALS & FER | 6,151 | 13.8 | 1.20 | 8.5 | 8.3 | 8.2 | 17.4 | 7.1 |
| KRISHANA PHOSCHEM LIMITED | 5,570 | 7.0 | 9.93 | — | 32.1 | 30.2 | — | 17.9 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 9.0 | 10.9 | 9 of 21 | 60% |
| P/B | 0.5 | 1.0 | 4 of 23 | 86% |
| ROCE | 6.5 | 8.8 | 15 of 23 | 36% |
| ROE | 5.5 | 8.3 | 16 of 23 | 32% |
| Debt / Equity | 0.0 | 0.3 | 2 of 23 | 96% |
| EBITDA margin | 7.4 | 8.0 | 12 of 21 | 45% |
| Revenue growth | 64.0 | 16.3 | 2 of 21 | 95% |
| Profit growth | 14.4 | 6.4 | 11 of 23 | 55% |
| Market cap | 6219 | 929 | 6 of 23 | 77% |
| 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.
