Deepak Fertilis.
Deepak Fertilis. Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
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The short version
New capacities at Gopalpur (TAN) and Dahej (acids) coming on stream will contribute to revenue growth starting Q3/Q4 FY27 and will achieve near-optimum utilization by FY28. The company is entering the next phase of growth with new capacities (Gopalpur TAN and Dahej nitric acid projects) commissioning in Q2 FY27, expected to contribute from Q3/Q4 FY27 onwards.
From Deepak Fertilis.'s Q1 FY27 earnings-call transcript · updated 3 Sept 2026.
Revenue & Sales Performance
- New capacities at Gopalpur (TAN) and Dahej (acids) coming on stream will contribute to revenue growth starting Q3/Q4 FY27 and will achieve near-optimum utilization by FY28.
- Revenue uplift expected from capacity addition is calculable using shared average realizations and known production quantities.
- Growth will be driven by multiple levers: downstream expansion (DMSL), premiumization in crop nutrition and specialty fertilizers, and increasing specialty industrial chemicals.
- Long-term demand-supply balance looks stable with 6-7% market growth, supporting sustained revenues despite new capacity additions.
- Integration benefits from the long-term LNG contract with Equinor and improved ammonia plant utilization will provide cost advantages and support margin stability.
2 more points from Deepak Fertilis.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Two major capex projects are in the final stage of commissioning and expected to be operational by end of Q3 FY27:
- Gopalpur TAN plant (ammonium nitrate)
- Dahej nitric acid plant
- These new capacities are expected to start contributing to revenue and EBITDA from Q3/Q4 FY27, with ramp-up possibly reaching around 80% utilization by Q4.
- The company has capitalized interest costs related to these projects, indicating ongoing investment.
- The new capacities will bolster integrated supply chain benefits, improve operating leverage, and drive the next growth phase.
- Management is also evaluating strategic options for the DMSL subsidiary, including IPO or demerger, to unlock value.
2 more points from Deepak Fertilis.'s call on capex
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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
2 more points from Deepak Fertilis.'s call on order book
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Deepak Fertilis. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹2.8K Cr, net profit ₹141 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Deepak Fertilis.'s management said in earlier quarters
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Frequently Asked Questions
What were Deepak Fertilis. Q1 FY27 results?
New capacities at Gopalpur (TAN) and Dahej (acids) coming on stream will contribute to revenue growth starting Q3/Q4 FY27 and will achieve near-optimum utilization by FY28. The company is entering the next phase of growth with new capacities (Gopalpur TAN and Dahej nitric acid projects) commissioning in Q2 FY27, expected to contribute from Q3/Q4 FY27 onwards.
What is Deepak Fertilis. share price analysis?
Deepak Fertilis. currently shows a below-average growth signal. The stock trades at a P/E of 18.6 with a market cap of ₹18,294 Cr. Investors should review the full earnings analysis for detailed insights.
Is Deepak Fertilis. planning capital expenditure?
Two major capex projects are in the final stage of commissioning and expected to be operational by end of Q3 FY27: - Gopalpur TAN plant (ammonium nitrate) - Dahej nitric acid plant - These new capacities are expected to start contributing to revenue and EBITDA from Q3/Q4 FY27, with ramp-up possibly reaching around 80% utilization by Q4.
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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.