Chambal Fertilisers & Chemicals Ltd
Chambal Fertilisers & Chemicals Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Urea volumes expected to remain largely static as plants operate beyond 100% capacity; potential growth linked to extending turnaround cycles from two to three years, unlocking unexploited capacity. Urea volumes are expected to remain largely static as plants operate beyond 100% capacity; potential for some unexploited capacity on extending turnaround cycles from two to three years (Page 15).
From Chambal Fertilisers & Chemicals Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Urea volumes expected to remain largely static as plants operate beyond 100% capacity; potential growth linked to extending turnaround cycles from two to three years, unlocking unexploited capacity.
- Complex fertilizers showing strong growth with significant volume increases (e.g., 81% revenue increase in quarter); demand expected to remain robust.
- TAN project progressing with commissioning expected by April 2026; target capacity utilization 75-80%+ by FY '27.
- Expansion in TAN is a key focus, with active exploration of vertical (value chain forward integration) and horizontal (capacity increase) growth opportunities.
- CPC Speciality Nutrients and Seed segment showing healthy momentum; pipeline for 8-9 new products till 2028 with IP control, supporting portfolio expansion.
- Market growth in TAN (5-6% CAGR) expected amid increasing infrastructure and mining activity in India.
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Profitability & Margins
See what Chambal Fertilisers & Chemicals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Technical Ammonium Nitrate (TAN) project: EPC work 92% complete; scheduled completion by April 30, 2026; active focus area with vertical and horizontal expansion being actively explored.
- Joint venture IMACID: Capacity expansions underway, increasing P2O5 production from 5 lakh to 7 lakh metric tons by December 2026; sulfuric acid capacity increase expected in FY 27.
- Exploring asset acquisition through models similar to TERI for R&D and manufacturing collaborations rather than outright acquisitions at present.
- Overseas investments: Active and positive re-engagements in discussions, though no concrete outcome yet.
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Top-ranked in Fertilizers & Agrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- As of end of December, Chambal Fertilisers had outstanding receivables around INR 1,980 crores.
- Of this, approximately INR 600-700 crores have been billed.
- The balance amount is unbilled due to processes like POS clearance and freight adjustments.
- By January and February, around INR 1,000 crores have been received.
- The government has provided supplementary grants for the sector, which adds comfort regarding receivables.
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Chambal Fertilisers & Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.8K Cr, net profit ₹169 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Chambal Fertilisers & Chemicals Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Frequently Asked Questions
What were Chambal Fertilisers & Chemicals Ltd Q3 FY26 results?
Urea volumes expected to remain largely static as plants operate beyond 100% capacity; potential growth linked to extending turnaround cycles from two to three years, unlocking unexploited capacity. Urea volumes are expected to remain largely static as plants operate beyond 100% capacity; potential for some unexploited capacity on extending turnaround cycles from two to three years (Page 15).
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?
Technical Ammonium Nitrate (TAN) project: EPC work 92% complete; scheduled completion by April 30, 2026; active focus area with vertical and horizontal expansion being actively explored.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.