Q3 2026 Chambal Fertilisers and Chemicals Ltd Earnings Call Transcript
Key Points
- Chambal Fertilisers & Chemicals Ltd (BOM:500085) reported a 20% increase in revenue from operations for Q3 FY26, reaching INR5,898 crores.
- The company's crop protection chemicals and specialty nutrients business demonstrated strong momentum, with a 30% year-on-year growth in contribution.
- The biologicals portfolio saw a 31% increase in volumes and a 58% rise in revenues year-on-year over the nine-month period.
- Chambal Fertilisers introduced five new products in the third quarter, strengthening its portfolio in biopesticides, bio fungicides, and insecticides.
- The company is actively working on expanding its biological offerings, with a healthy pipeline of 12 new CPC products and one new specialty nutrient product lined up for launch in FY27.
- Chambal Fertilisers faced a hit of INR31 crores on account of labor growth, impacting EBITDA margins.
- The company experienced an unscheduled stoppage in its Urea plant in Q2 and a minor stripper leak in Q3, affecting production.
- There are increasing difficulties in working capital management due to GST blockages.
- The complex fertilizer segment saw a moderation in EBITDA margin to around 4.4% from 6.87% year-on-year.
- The company is facing challenges with the government's NBS policy, which could impact pricing and working capital management.
Ladies and gentlemen, good day and welcome to the Q3 N9M FY26 Earnings Conference call of Chambal Fertilizers and Chemicals Limited.
(Operator Instructions)
Please note that this conference is being recorded.
I will now have the conference over to Ms. Purvangi Jain from Valoram Advisors for opening remarks.
Thank you, and over to you.
Thank you. Good afternoon, everyone, and a warm welcome to you all. My name is Purvangi Jain from Valoram Advisors. We represent the investor relations of Chambal Fertilisers and Chemicals. On behalf of the company, I would like to thank you all for participating in the company's earnings call for the third quarter and nine-month ended of the financial year 2026.
Before we begin, let me mention a short cautionary statement. Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risk and uncertainties, which could cause actual results to differ from
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