Q1 2026 Chambal Fertilisers and Chemicals Ltd Earnings Call Transcript
Key Points
- Chambal Fertilisers & Chemicals Ltd (BOM:500085) reported a 16% year-on-year growth in profit after tax, reaching INR638 crores.
- The company achieved a 70% increase in sales volume of P&K fertilizers, driven by strategic sourcing and an enabling subsidy framework.
- The CPCSN business showed strong momentum with a 32% year-on-year revenue growth, reaching INR452 crores.
- Introduction of 13 new crop protection chemical products, expanding the portfolio to 73 products, which are well accepted by farmers.
- The company has started a seed business, contributing INR6 crores to the top line, with plans for further growth in the Rabi season.
- Urea production volumes decreased due to a breakdown at the Gadepan-II plant, affecting overall production.
- The company faces challenges from elevated global fertilizer prices and currency volatility, impacting margins.
- There is uncertainty regarding future government policies on urea pricing and energy norms, which could affect profitability.
- The Gadepan-II plant shutdown resulted in a significant production loss, impacting revenue and investor confidence.
- The company has not yet finalized plans for future capacity expansions, leaving some uncertainty about long-term growth strategies.
Ladies and gentlemen, good day and welcome to the Chambal Fertilizers and Chemicals Q1 FY '26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Gavin Desa from CDR India.
Thank you and over to you, sir.
Thank you, Sara.
Good day everyone and thank you for joining us on Chambal Fertilizer and Chemicals Q1 and FY26 on his call.
We have with us today, Mr. Abhay Baijal, The Managing Director, Mr. Narinder Goyal, Business Head - Manufacturing Operations. Mr. Anuj Jain, CFO, Mr. Ashish Srivastava, Vice President - Sales and Marketing, Mr. Tridib Kumar Barat - Vice President - Legal and Company Secretary.
Before we get started, I would like to point out that some statements made or discussed in the conference call today may be forward-looking in nature and must be viewed in conjunction with the risks the company faces. Chamble and jumble fertilizers and chemicals does not undertake to
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