Deepak Nitrite Ltd (BOM:506401)

Q4 2026 Deepak Nitrite Ltd Earnings Call Transcript

May 18, 2026 / 10:00 AM GMT

Release Date Price: ₹1748 (-4.32%)

Transcript

Key Points

Positve

Deepak Nitrite Ltd (BOM:506401) demonstrated strong operational and financial results in Q4 FY26, with consolidated revenue of INR 2,127 crores and a significant EBITDA growth of 74% over Q3.
The company achieved an EBITDA margin improvement to 18% during the quarter, up from 11% in Q3, driven by stable volumes, favorable pricing, and cost optimization initiatives.
Advanced Intermediates segment witnessed healthy growth, with revenues increasing to INR 708 crores, supported by stable domestic demand and favorable pricing.
The phenolic segment delivered strong performance with EBIT margins improving to 20% during Q4, supported by stable plant operations and downstream demand recovery.
Deepak Nitrite Ltd (BOM:506401) continues to focus on strategic growth initiatives, including the commissioning of new facilities and projects aimed at enhancing raw material security and reducing external dependency.

Negative

The global chemical industry faced challenges due to geopolitical tensions and logistics disruptions, impacting supply chains and causing volatility in crude oil and feedstock prices.
The company's nitric acid plant faced technical issues, resulting in a utilization rate of only 45% during Q4, necessitating the purchase of nitric acid from the market.
There is ongoing volatility in the phenolic market, with concerns about raw material availability and price differences between China and India.
The company faces challenges in the sulfur downstream sector, with heightened costs for sulfuric acid and related products.
Receivable days have increased, indicating potential issues with cash flow management or changes in business models affecting outstanding payments.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DPNT.NS - Deepak Nitrite Ltd
Q4 2026 Deepak Nitrite Ltd Earnings Call
May 18, 2026 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Deepak Nitride Q4 FY26 Earnings Conference Call.

At the outset, I would like to clarify that certain statements made or discussed on the conference call today may be forward-looking in nature, and a disclaimer to this effect has been included in the investor communications shared with you earlier. The result documents have been shared with you earlier and have also been posted on the company's website.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star and then

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