Paradeep Phosphates Ltd (NSE:PARADEEP)

Q2 2026 Paradeep Phosphates Ltd Earnings Call Transcript

Nov 7, 2025 / 10:30 AM GMT

Release Date Price: ₹173.95 (+6.19%)

Transcript

Key Points

Positve

Paradeep Phosphates Ltd (BOM:543530) reported a robust financial and operational performance in Q2 FY26, with production rising 19% year-on-year and sales volume growing by 30%.
The company completed the merger with Manglo Chemical and Fertilizers, enhancing its market presence and unlocking synergies in procurement, logistics, and product mix.
Revenue from operations in Q2 increased by 49% year-on-year, demonstrating strong scale leverage and margin discipline.
The company announced a significant investment program of 3,600 crore to expand capacity, which will position it as India's largest fully integrated private sector fertilizer manufacturer.
Paradeep Phosphates Ltd (BOM:543530) has a strong market presence, engaging with over 10 million farmers across 18 states, supported by a vast network of retailers and dealers.

Negative

The company's EBITDA margin decreased from 13% in the previous quarter to 10% in the current quarter.
There is a dependency on imported raw materials, which subjects the company to macroeconomic volatilities and commodity cycles.
The full benefits of the new capacity expansion will not be realized until FY29, indicating a delay in potential revenue growth.
The company faces a temporary constraint in manufacturing volumes until the new capacity is operational, which may impact sales mix and margins.
The integration of Manglo Chemical and Fertilizers, while beneficial, requires careful management to realize the anticipated synergies and operational efficiencies.

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

PRAO.NS - Paradeep Phosphates Ltd
Q2 2026 Paradeep Phosphates Ltd Earnings Call
Nov 07, 2025 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Paradeep Coates Limited Q2 NH1 FY26 earnings conference call hosted by Antique Stockbroking.

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 conference over to Mr. Manish Mahava from Antiques Stockbroking.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.