Q2 2026 Chambal Fertilisers and Chemicals Ltd Earnings Call Transcript
Key Points
- Chambal Fertilisers & Chemicals Ltd (BOM:500085) reported a significant revenue increase for Q2 FY26, reaching INR6,413 crores compared to INR4,346 crores in the previous year.
- The company achieved a 20% growth in profit after tax for the quarter, amounting to INR602 crores, up from INR500 crores last year.
- Crop Protection and Specialty Nutrient business showed strong traction with a 28% volume growth, contributing to a 29% increase in revenues year-on-year.
- The introduction of six new products, including three Crop Protection and three Specialty Nutrient products, has expanded the company's product portfolio.
- The technical ammonium nitrate plant is progressing on schedule, with operations expected to begin in January 2026, potentially enhancing future revenue streams.
- Urea production volumes were lower due to an unscheduled stoppage at the Gadepan-III plant, affecting overall sales.
- EBITDA for the half-year FY26 was slightly lower at INR1,612 crores compared to INR1,776 crores last year, indicating some margin pressure.
- The company faces increased receivables due to higher P&K fertilizer sales, which could impact cash flow management.
- There is uncertainty regarding future urea production expansion due to pending government policy decisions.
- The company received a GST notice related to subsidy components, which, although considered frivolous, could require legal attention and resources.
Ladies and gentlemen, good day, and welcome to the Chambal Fertilisers and Chemicals Q2 and H1 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rishab Barar from CDR India. Thank you, and over to you, sir.
Good day, everyone, and thank you for joining us on the Chambal Fertilisers and Chemicals Q2 and H1 FY26 Earnings Call. We have with us today Mr. Abhay Baijal, Managing Director; Mr. Narinder Goyal, Business Head of Manufacturing Operations; Mr. Anuj Jain, CFO; Mr. Ashish K. 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. Chambal Fertilisers and Chemicals does not undertake to update them. The statement in this regard is
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