Chambal Fertilisers & Chemicals Ltd Q3 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 4 Aug 2026 | Fertilizers & Agrochemicals | Market Cap: ₹18.4K Cr
Crop Protection Chemicals (CPC) & Specialty Nutrients (SN) revenues grew 26% YoY in Q3 FY25; ambitions to introduce 3-4 new products annually to sustain growth. - Biological products pipeline expected to generate Rs. Chambal Fertilisers targets continued growth in Crop Protection Chemicals (CPC) and Specialty Nutrients (SN), aiming to add 3-4 new products annually, projecting Rs.
From Chambal Fertilisers & Chemicals Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹431
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 →📊 Revenue & Sales Performance
- →Crop Protection Chemicals (CPC) & Specialty Nutrients (SN) revenues grew 26% YoY in Q3 FY25; ambitions to introduce 3-4 new products annually to sustain growth.
- →Biological products pipeline expected to generate Rs. 300-400 crore in sales by FY 26-29 driven by CFCL-TERI Center for Excellence research.
- →Expansion into hybrid and research variety seeds (wheat, millet, maize, mustard) expected to start sales in Kharif FY25 onwards.
- →TAN project commissioning targeted by January 2026 with positive contribution expected in FY27.
- →IMACID JV Phosphoric Acid expansion to 7 lakh metric tons capacity by FY27-28 to enhance non-urea segment.
- →Global phosphate supply chain initiatives planned to strengthen Chambal's global positioning.
- →Overall strategy aims for steady revenue and volume growth, with focus on innovative products and portfolio expansion.
📈 Profitability & Margins
- →Chambal Fertilisers targets continued growth in Crop Protection Chemicals (CPC) and Specialty Nutrients (SN), aiming to add 3-4 new products annually, projecting Rs. 1,750 crore revenue in CPC by FY'27.
- →Biologicals segment is expected to reach Rs. 300-400 crore sales by FY'29 with a strong product pipeline from TERI research.
- →TAN project commercial production begins January 2026, with positive contribution expected in FY'27. Utilization above 80-85% anticipated for threshold IRR of ~14-15%.
- →Urea volumes stable with expected Q4 production impacted by planned shutdown; overall EBITDA growth driven by energy efficiency (improvement of 3%).
- →IMACID phosphoric acid expansion underway, projected completion by FY'27-28, expected to strengthen global phosphate supply position.
- →Overall, the company aims to sustain and improve profitability with strategic inorganic moves, product portfolio expansions, and operational efficiencies.
🏗️ Capital Expenditure Plans
- →TAN (Technical Ammonium Nitrate) Project: Commercial production expected January 2026; cumulative spend Rs. 541 crore as of January 2025. Positive contribution anticipated in FY '27.
- →IMACID Expansion: Phosphoric acid capacity expanding from 5 lakh to 7 lakh metric tons; total investment $173 million, expected completion by FY '27-'28.
- →Sulphuric Acid Plant Study: To support IMACID expansion; cost finalization ongoing.
- →Biologicals Pipeline: Partnership with TERI to develop new biological product lines with exclusive global rights, starting research March 2025; aim for Rs. 300-400 crore sales by 2028-29.
- →Seeds Business: Entry into hybrid and research variety seeds (wheat, mustard, millet, maize) starting Kharif FY '25.
- →Global Phosphate Supply Chain: Exploring inorganic moves and global investments to secure phosphate supply.
💰 Fundraising & Capital Structure
- →There is no explicit mention of any current or planned fundraising through debt or equity in the provided transcript.
- →The company reported having no debt at the end of Q3, with a high cash balance of Rs. 3,000 crore.
- →Incremental cash is expected after completion of the TAN project, but future capital allocation focus is on strategic growth areas like global phosphate supply chains rather than fundraising.
- →The company seems focused on internal cash flows and investments, e.g., CAPEX of Rs. 357 crore in the current year mostly towards the TAN project.
- →Discussions about securing phosphate supply chains may lead to investments, but no timelines or funding details are shared.
- →Overall, the company appears financially strong and is not indicating the need for external fundraising at this time.
📋 Order Book & Pipeline
Key Metrics
Frequently Asked Questions
What were Chambal Fertilisers & Chemicals Ltd Q3 FY25 results?
Crop Protection Chemicals (CPC) & Specialty Nutrients (SN) revenues grew 26% YoY in Q3 FY25; ambitions to introduce 3-4 new products annually to sustain growth. - Biological products pipeline expected to generate Rs. Chambal Fertilisers targets continued growth in Crop Protection Chemicals (CPC) and Specialty Nutrients (SN), aiming to add 3-4 new products annually, projecting 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?
TAN (Technical Ammonium Nitrate) Project: Commercial production expected January 2026; cumulative spend Rs.
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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.