Chambal Fert.

Q1 FY27Fertilizers & Agrochemicals

Chambal Fert. Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹426

Market cap₹17.3K Cr

P/E9.0

Updated25 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

1 of 3 strong

RevenueRank 3

MarginRank 3

CapexYes

Not discussed on this call: fundraise, order book.

The short version

Q2 sales expected to improve due to better monsoon and increased farmer demand (Page 10). Despite current challenges, the company expects long-term growth prospects to remain constructive, supported by a diversified business model and stable operations.

From Chambal Fert.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 3

Q2 sales expected to improve due to better monsoon and increased farmer demand (Page 10).
Gradual recovery in fertilizer demand with increased placement post-monsoon (Page 10).
NPK production currently low but anticipated support from government subsidy announcements could boost volumes (Page 19).
TAN business capacity expansion expected to largely meet domestic demand by FY '28 with strong demand outlook from infrastructure and mining sectors (Page 13).
Complex fertilizer volumes tied up with vendors at about 8.5 lakh tons; ongoing efforts to optimize marketing and distribution (Page 14).
Ramp-up of Technical Ammonium Nitrate (TAN) project to contribute to growth (Page 5).
New urea plant expected by 2030, adding significant capacity and improving scale benefits (Page 8).
Overall long-term outlook remains constructive supported by diversified portfolios and new capacity expansions (Page 5).

Profitability & Margins

Despite current challenges, the company expects long-term growth prospects to remain constructive, supported by a diversified business model and stable operations.
The ramp-up of the Technical Ammonium Nitrate (TAN) project and growth in value-added businesses will strengthen earnings in the future.
The recently announced National Investment Policy (NUP) for urea provides a supportive framework for future capacity expansion, indicating potential for volume and profit growth.
Operational advantages from scaling up, especially placing multiple plants at a single location, are expected to improve margins and efficiencies, although ROI may be slightly lower than old policies.
Q2 demand is expected to improve over Q1 with better monsoon and increased farmer sales, positively impacting earnings.
Segment EBIT and margins have shown improvement in fertilizer and crop protection segments, indicating robust profitability going forward.
Continuous product innovation and expansion, along with strategic partnerships like with TERI, aim to enhance future revenue and EPS growth.

See what Chambal Fert. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

Chambal Fertilisers is progressing a significant capex with the upcoming granulation plant and new urea plant under the NUP-2026 policy, targeting commissioning by 2030.
Preparatory activities for a potential fourth urea plant are ongoing, subject to Board approval.
Investments include setting up HDAN capacity (High-Density Ammonium Nitrate) with three products: Weak Nitric Acid, Nitrate Melt, and HDAN.
Warehouses are being established to optimize material placement; two nearing completion, one already complete.
Financial bids for the new urea plant awaited (expected by mid-October); Board approval pending post-analysis.
Considering JV opportunities abroad for phosphatic products.
Capital allocation policy includes maintaining dividends; buybacks are considered only if project visibility is low.
Focus on optimizing capital costs, financing structure, and execution timeline to improve project economics.

Top-ranked in Fertilizers & Agrochemicals

Ranked on what management guided this quarter

5x potential

1Anya Polytech &₹180 Cr

Rev 2Mar 1

2Dharmaj Crop Guard Ltd₹911 Cr

Rev 2Mar 2

3₹5.6K Cr

Rev 2Mar 3

4₹1.3K Cr

Rev 3Mar 1

5₹56.9K Cr

Rev 3Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

The company has a sizable capital investment planned, particularly for a new urea plant and other projects.
They have a good amount of net cash on the balance sheet and steady cash flow from existing business.
No explicit mention of planned new equity or debt fundraising was made.
Buybacks are conditional: if there is no visibility on projects, buybacks may be considered, but currently no buyback is on the horizon.
The company aims to optimize capital expenditure to keep costs manageable.
Board approval is required for new projects and related financial decisions.
As of now, no specific plans for fresh fundraising through debt or equity have been disclosed.

See what Chambal Fert. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The provided transcript does not explicitly mention details about the current or expected order book or pending orders for Chambal Fertilisers and Chemicals Limited. However, it provides relevant insights: - For NPK volumes targeted this year, around 8.5 lakh tons are already tied up with vendors (Page 13). - The sales momentum for fertilizers, including urea and NPK, has improved with significant farmer sales in July (Page 10). - New plant expansions and projects are underway with financial and technical bids expected by mid-October followed by Board approval (Page 6). - No specific mention of order backlog or order book figures in the transcript. If you seek precise order book data, it is not directly provided in this transcript excerpt.

Chambal Fert. — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹2.8K Cr, net profit ₹169 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Chambal Fertilisers & Chemicals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Chambal Fert. Q1 FY27 results?

What is Chambal Fert. share price analysis?

Chambal Fert. currently shows a below-average growth signal. The stock trades at a P/E of 9.0 with a market cap of ₹17,274 Cr. Investors should review the full earnings analysis for detailed insights.

Is Chambal Fert. planning capital expenditure?

Chambal Fertilisers is progressing a significant capex with the upcoming granulation plant and new urea plant under the NUP-2026 policy, targeting commissioning by 2030.

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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.