Deepak Fertilisers & Petrochemicals Corp Ltd (NSE:DEEPAKFERT)

Q4 2025 Deepak Fertilisers and Petrochemicals Corp Ltd Earnings Call Transcript

May 23, 2025 / 10:30 AM GMT

Release Date Price: ₹1327.4 (-2.50%)

Transcript

Key Points

Positve

Deepak Fertilisers & Petrochemicals Corp Ltd (BOM:500645) reported a 28% increase in Q4 top line and a 21% increase in bottom line, with the full year top line growing by 18% and bottom line doubling by 102%.
The company's strategic focus on moving from commodity to specialty products is gaining traction, with specialty products now contributing 22% of total revenue.
The crop nutrition business has shown significant growth, with crop-specific fertilizers and specialty fertilizers like water-soluble fertilizers contributing to increased sales and customer retention.
The company has successfully reduced net debt by 120 crores, improving the net debt-to-EBITDA ratio to 1.72 from 2.66, and has infused 800 crores into its subsidiary, Deepak Mining Solutions.
Deepak Fertilisers & Petrochemicals Corp Ltd (BOM:500645) is well-positioned to benefit from the India growth story, with projects aligned to infrastructure and mining sectors, and plans to enhance capacities in nitric acid and technical ammonium nitrate.

Negative

The company's industrial chemicals segment faced challenges due to an IPA plant shutdown, impacting profitability.
There is a perplexity regarding the valuation of the company's mining business compared to the overall company valuation, indicating potential undervaluation of other segments.
The company faces capacity constraints in nitric acid production, limiting growth in the technical ammonium nitrate segment.
Despite strong financial performance, the company is still below its 2022-2023 turnover and bottom line figures, indicating room for improvement.
The company anticipates peak debt levels to reach around 5,000 crores due to ongoing CapEx projects, which could impact financial flexibility in the short term.

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

DPFE.NS - Deepak Fertilisers and Petrochemicals Corp Ltd
Q4 2025 Deepak Fertilisers and Petrochemicals Corp Ltd Earnings Call
May 23, 2025 / 10:30AM 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 Deepak Fertilizers and Petrochemicals Corporation Limited Q4 F 525 our next conference call hosted by Philip Capital India Private Limited. 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 the conference call, please signal an operator by pressing charges and 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Harish Desai.

Thank you and over to you, sir.

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