Manufactures fertilizers and industrial chemicals at its Trombay unit in Mumbai and its Thai unit in Maharashtra, and trades in fertilizers and chemicals, earning Rs 18,480.17 crore in FY26 revenue. The Fertilizers segment is the largest at Rs 10,912.08 crore (59.0% of segment revenue), generating Rs 308.19 crore in segment EBIT, while the Trading segment brought in Rs 5,925.7 crore (32.1%) with Rs 239.52 crore EBIT, and Industrial Chemicals contributed Rs 1,627.21 crore (8.8%) with the highest segment EBIT of Rs 314.75 crore. The company is a Government of India undertaking under the Ministry of Chemicals and Fertilizers and earned Rs 928.40 crore of subsidy income on imported fertilizers and Rs 98.17 crore of urea freight subsidy in FY26. It has signed an MoU with GAIL to set up a 1.27 Million Metric Tonnes Per Annum gas-based urea plant along the Mumbai-Nagpur-Jharsuguda pipeline in Vidarbha. Materials cost 32.3% of revenue, with other operating expenses at 29.5%, employee costs at 3.5%, depreciation at 1.6%, and capex at 5.8% of revenue. ICRA has reaffirmed an AA rating with stable outlook on debt of about Rs 9,300 crore. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Fertilizers (59%), Trading (32%), Industrial Chemicals (9%), Unallocated (0%). Asset-heavy, subsidy-dependent fertilizer manufacturer and trader, Government of India PSU.
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 12,812 | 21,452 | 16,981 | 16,934 | 18,480 |
| EBITDA (ex other income) | 1,117 | 1,567 | 555 | 679 | 986 |
| margin % | 8.7 | 7.3 | 3.3 | 4.0 | 5.3 |
| Owners' profit | 702 | 966 | 225 | 0 | 0 |
| EPS, as reported (₹) | 12.73 | 17.52 | 4.08 | 4.39 | 7.75 |
| ROE % · ROCE % | 18.1 · 19.5 | 21.1 · 24.5 | 4.9 · 7.9 | 5.1 · 9.3 | 8.3 · 12.1 |
| Debt / equity (x) | 0.76 | 0.41 | 0.71 | 0.58 | 0.80 |
| Cash from operations | (592) | 787 | (422) | 2,364 | (471) |
| Capex | (170) | (385) | (482) | (827) | (1,076) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 4,290 | 4,518 | 3,730 | 3,371 | 5,293 | 4,236 | 5,581 | 3,586 |
| Profit before tax | 106 | 105 | 101 | 75 | 141 | 118 | 278 | 102 |
| Net profit | 79 | 80 | 72 | 54 | 105 | 81 | 187 | 74 |
| EPS (₹) | 1.43 | 1.45 | 1.32 | 0.99 | 1.91 | 1.47 | 3.38 | 1.33 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Fertilizers | 10,912 | 59.0 |
| Industrial Chemicals | 1,627 | 8.8 |
| Trading | 5,926 | 32.1 |
| Unallocated | 15 | 0.1 |
| Total, before eliminations | 18,480 | 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 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 4 Sept 2026 · RCF 48th AGM notice, book closure Sep 19-26, record date Sep 18 | compliance | minimal | — | — |
| 3 Sept 2026 · 48th AGM on Sep 25, 2026; Book closure Sep 19-25; Record date Sep 18 | board shareholder meetings | low | — | — |
| 3 Sept 2026 · TDS communication on final dividend Rs 1.34 per share | compliance | minimal | — | — |
| 3 Sept 2026 · RCF files FY25-26 BRSR, turnover Rs 18,480 cr, faces Rs 52.6 lakh fine | general | medium | — | — |
| 3 Sept 2026 · RCF submits Annual Report FY26; revenue up 9%, PAT jumps 78% | compliance | low | — | — |
| 3 Sept 2026 · RCF submits FY26 Annual Report; FPO of up to Rs 1,500 crore proposed | compliance | medium | — | — |
| 3 Sept 2026 · RCF sets Sep 18 record date for final dividend FY26, AGM on Sep 25 | corporate actions | high | — | — |
| 3 Sept 2026 · RCF 48th AGM on Sep 25, 2026; record date Sep 18 for final dividend | board shareholder meetings | low | — | — |
| 31 Aug 2026 · RCF appoints Rajnikant Tandel as Independent Director | management changes | medium | — | — |
| 26 Aug 2026 · RCF fined by NSE and BSE for SEBI LODR non-compliance | business updates | medium | — | — |
| 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 |
| 18.6 |
| 17.2 |
| 9.9 |
| FACT LTD | 50,465 | 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) | 13.8 | 10.9 | 14 of 21 | 35% |
| P/B | 1.2 | 1.0 | 14 of 23 | 41% |
| ROCE | 8.2 | 8.8 | 13 of 23 | 46% |
| ROE | 8.3 | 8.3 | 12 of 23 | 50% |
| Debt / Equity | 0.8 | 0.3 | 16 of 23 | 32% |
| EBITDA margin | 7.1 | 8.0 | 13 of 21 | 40% |
| Revenue growth | 6.4 | 16.3 | 15 of 21 | 30% |
| Profit growth | 35.1 | 6.4 | 8 of 23 | 68% |
| Market cap | 6151 | 929 | 7 of 23 | 73% |
| 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.
