Q2 2026 Coromandel International Ltd Earnings Call Transcript

Oct 31, 2025 / 09:00 AM GMT

Release Date Price: ₹2124.6 (-2.28%)

Transcript

Key Points

Positve

Coromandel International Ltd (BOM:506395) reported a consolidated total income growth of 30% for the quarter and 38% for the first half of the year.
The company achieved a resilient performance across all business segments, with plants operating above capacity and a 3% increase in NPK production over last year.
The company has initiated activities on NPK capacity enhancement at Kakinada, which is progressing well and expected to be completed by the third quarter of next year.
The crop protection segment showed a 10% revenue growth and a 48% increase in EBITDA, with strong performance in key molecules in Latin American markets.
Coromandel International Ltd (BOM:506395) has expanded its retail footprint, opening 100 new stores in Q2 and entering new states like Maharashtra and Tamil Nadu.

Negative

Excess and unseasonal rains in August and September negatively impacted the application of crop inputs and specialty products.
The company faced challenges with ammonia supply disturbances, which affected stock availability.
There is an ongoing issue with the inverted duty structure in the fertilizer industry, leading to credit accumulation.
The integration of NACL into Coromandel International Ltd (BOM:506395) resulted in one-time exceptional expenses, impacting consolidated margins.
The Daksha segment is experiencing delays in order execution due to prolonged evaluation processes for defense orders.

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

CORF.NS - Coromandel International Ltd
Q2 2026 Coromandel International Ltd Earnings Call
Oct 31, 2025 / 09:00AM 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 Coromandel International Limited Q2 526 earnings conference call hosted by Philip Capital India Private Limited.

As a reminder, all participant lines will be in the less only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone phone. Please note that this conference is being recorded.

I now hand the contents over to Hermish Desai from Philip Capital.

Thank you and over to you, sir.

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