Deepak Fertilisers & Petrochemicals Corp Ltd
Deepak Fertilisers & Petrochemicals Corp Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
TAN (Technical Ammonium Nitrate) segment expected to grow at a compounded annual growth rate (CAGR) of around 6% over the next 5 to 6 years, driven by mining and infrastructure sectors (Page 7). Deepak Fertilisers is focused on shifting towards high-value, solutions-driven specialty products, enhancing margin resilience.
From Deepak Fertilisers & Petrochemicals Corp Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- TAN (Technical Ammonium Nitrate) segment expected to grow at a compounded annual growth rate (CAGR) of around 6% over the next 5 to 6 years, driven by mining and infrastructure sectors (Page 7).
- Additional demand creation of approximately 250,000 tons every 2-3 years anticipated, alongside substitution of about 400,000 tons of imports, generating a growing market (Page 10).
- Export potential for TAN is selective, focusing on profitable markets rather than broad exports; expected exports may increase with possible removal of export quotas (Page 10).
- Fertilizer business focusing on specialty and crop-focused products (Croptek) with stable or growing volumes projected, supported by brand and market presence (Pages 16-17).
- No new capacity expansion in nitric acid segment, but 70% of Dahej-II plant capacity already tied up; additional capacity expected to be commercially absorbed (Page 7).
2 more points from Deepak Fertilisers & Petrochemicals Corp Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Deepak Fertilisers & Petrochemicals Corp Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- YTD capex is around INR 1,495 crores, primarily towards:
- Gopalpur TAN project
- Dahej-II nitric acid project
- Both key projects are progressing well and expected to commission in Q1 FY '27
- These projects aim to materially enhance competitiveness and margin resilience once operational
- Potential acquisition in the explosives space is under consideration; agreement signed but acquisition pending due diligence and conditions
2 more points from Deepak Fertilisers & Petrochemicals Corp Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Chemicals & Petrochemicals
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
See what Deepak Fertilisers & Petrochemicals Corp Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
2 more points from Deepak Fertilisers & Petrochemicals Corp Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Deepak Fertilisers & Petrochemicals Corp Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹2.8K Cr, net profit ₹141 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Deepak Fertilisers & Petrochemicals Corp Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 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 →
Others in Chemicals & Petrochemicals this season
- Thirumalai Chemicals Ltd (Q3 FY26)
Q3 FY26 Revenue from Operations (INR Cr):** . Key investor presentation takeaways from Thirumalai Chemicals Ltd's Q3 FY26 investor presentation — and how it ran
- Gujarat Alkalies (Q3 FY26)
3,144.48 Crores, down from Rs. Key investor presentation takeaways from Gujarat Alkalies & Chemicals Ltd's Q3 FY26 investor presentation — and how it ranks agai
- Jubilant Agri & Consumer Products Ltd (Q3 FY26)
Q3 FY26 Revenue from Operations: INR 4,510 million, up 13% YoY from INR 3,975 million in Q3 FY25 (Page 20). Key investor presentation takeaways from Jubilant Ag
- Lords Chloro (Q3 FY26)
93.95 crore, up 45% from Rs. Key investor presentation takeaways from Lords Chloro Alkali Ltd's Q3 FY26 investor presentation — and how it ranks against sector
Arthneeti Pro · Annual
Deepak Fertilisers & Petrochemicals Corp Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Deepak Fertilisers & Petrochemicals Corp Ltd Q3 FY26 results?
TAN (Technical Ammonium Nitrate) segment expected to grow at a compounded annual growth rate (CAGR) of around 6% over the next 5 to 6 years, driven by mining and infrastructure sectors (Page 7). Deepak Fertilisers is focused on shifting towards high-value, solutions-driven specialty products, enhancing margin resilience.
What is Deepak Fertilisers & Petrochemicals Corp Ltd share price analysis?
Deepak Fertilisers & Petrochemicals Corp Ltd currently shows a neutral. The stock trades at a P/E of 20.4 with a market cap of ₹20,127 Cr. Investors should review the full earnings analysis for detailed insights.
Is Deepak Fertilisers & Petrochemicals Corp Ltd planning capital expenditure?
YTD capex is around INR 1,495 crores, primarily towards: - Gopalpur TAN project - Dahej-II nitric acid project - Both key projects are progressing well and expected to commission in Q1 FY '27 - Th
Keep Deepak Fertilisers & Petrochemicals Corp Ltd on your radar — track it to get its next earnings analysis in your feed.
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.