Chambal Fertilisers & Chemicals Ltd Q4 FY25 Earnings Analysis
Published 5 Jul 2026 | Fertilizers & Agrochemicals | Market Cap: ₹18.4K Cr
Price
₹442
Market Cap
₹18.4K Cr
P/E Ratio
9.5
How does Chambal Fertilisers & Chemicals Ltd rank in Fertilizers & Agrochemicals?
Compare Chambal Fertilisers & Chemicals Ltd against every Fertilizers & Agrochemicals company this quarter on revenue, margins and earnings-call signals.
Chambal Fertilisers & Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.8K Cr, net profit ₹169 Cr.
Full financials →Earnings Summary
Future Growth Expectations for Chambal Fertilisers Ltd.: - Crop Protection Chemical (CPC) business expected to see robust growth, driven by a normal monsoon and inventory normalization. FY '26 CAPEX of around Rs.
📊 Revenue & Sales Performance
📈 Profitability & Margins
- →FY '26 CAPEX of around Rs. 1,200 crore mainly towards TAN project and efficiency improvements expected to boost revenues and EBITDA (Page 10).
- →TAN plant commissioning targeted for January 2026 with expected ramp-up to about 70-90% capacity in FY '27 (Pages 5, 10).
- →Revenues from TAN at full capacity estimated using 2,40,000 tons capacity and market price around Rs. 35,000-40,000 per ton (Page 10).
- →Crop protection business to grow at ~23% revenue CAGR between FY '25 and FY '27, driven by new product introductions and expanded portfolio (Page 6).
- →Expansion in DAP and NPK trading volumes expected; NPK portfolio possibly doubling or growing 250% in FY '26 (Page 6).
- →Margins remain dependent on strategic purchases and market dynamics but expected to remain healthy supported by strong balance sheet and tactical sourcing (Pages 9, 7).
- →Focus on biologicals and innovative crop protection products to sustain growth momentum (Page 2).
- →Overall earnings growth expected with new capacities, product expansions, and operational efficiencies.
🏗️ Capital Expenditure Plans
- →FY '25 CAPEX (excluding TAN project) was around Rs. 300 crore.
- →FY '26 CAPEX is projected to be about Rs. 1,200 crore.
- →Major portion of FY '26 CAPEX (~Rs. 900 crore) is allocated to the Technical Ammonium Nitrate (TAN) project.
- →TAN project expected to be commissioned in January 2026, targeting 70-90% capacity utilization in FY '27.
- →Additional capital expenditure includes replacement, renewal, and reliability projects (~Rs. 300 crore in FY '25) which may also provide small margin improvements or capacity increases.
- →The company is continuously evaluating other significant capital projects (not yet disclosed) beyond TAN to drive growth.
- →All CAPEX is planned to be funded through internal accruals.
💰 Fundraising & Capital Structure
- →No new fundraising through debt or equity was mentioned in the transcript.
- →CAPEX of around Rs. 1,200 crore for FY '26 is planned to be sourced entirely from internal accruals.
- →The company is confident about funding its CAPEX from internal cash flows without external borrowing.
- →No indications of any equity issuance or fresh debt raising were discussed in the call.
- →The company emphasizes a strong balance sheet and negative net debt position as of March 31, 2025.
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were Chambal Fertilisers & Chemicals Ltd Q4 FY25 results?
Future Growth Expectations for Chambal Fertilisers Ltd.: - Crop Protection Chemical (CPC) business expected to see robust growth, driven by a normal monsoon and inventory normalization. FY '26 CAPEX of around Rs.
What is Chambal Fertilisers & Chemicals Ltd share price analysis?
Chambal Fertilisers & Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 9.5 with a market cap of ₹18,376 Cr. Investors should review the full earnings analysis for detailed insights.
Is Chambal Fertilisers & Chemicals Ltd planning capital expenditure?
FY '25 CAPEX (excluding TAN project) was around Rs.
This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.