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Deepak Fertilisers & Petrochemicals Corp Ltd

Q4 FY26Chemicals & Petrochemicals

Deepak Fertilisers & Petrochemicals Corp Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹1,449
Market cap₹20.1K Cr
P/E20.5
Updated23 Aug 2026
Read4 min read

The short version

Strong revenue growth was delivered despite a challenging environment (Page 6). Company expects progressively stronger performance driven by: - Tightening global supply conditions improving spreads.

From Deepak Fertilisers & Petrochemicals Corp Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Strong revenue growth was delivered despite a challenging environment (Page 6).
  • Specialty products and B2C segments are key drivers, with increased contribution improving realization and customer engagement (Page 6).
  • Ramp-up of new capacities (Gopalpur TAN project and Dahej nitric acid project) expected to provide further growth and operating leverage (Page 6).
  • TAN volume growth driven by demand strengthening, especially in the last quarter; new Gopalpur facility to increase volume further (Pages 7-8).
  • Specialty chemical segment focused on introducing new products, in-sourcing from JV partners, and deeper market penetration to achieve higher growth and margin uplift (Page 16).

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Profitability & Margins

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Capital Expenditure Plans

  • Ongoing key growth projects: Gopalpur TAN project (~95% complete) and Dahej nitric acid project (~86% complete).
  • Total project capex: Around INR4,650 crores; cumulative spend including GST and advances ~INR3,800 crores.
  • Capex for FY'27 expected to be elevated at INR800-1,000 crores (including maintenance), reflecting completion phase of current projects.
  • Post FY'27, capex expected to normalize as current investment cycle concludes.
  • New plants will be added at recently acquired Chardham Chemicals facility to capitalize on licensed capacity.
  • Strategic acquisition of an explosive unit to enhance mining chemical platform and deliver integrated value-added solutions.

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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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

The transcript does not explicitly mention the current or expected order book or pending orders for Deepak Fertilisers and Petrochemicals Corporation Limited. However, some relevant insights related to business outlook are: - Specialty Chemicals business focus: Growing specialty fertiliser products with deeper geographical penetration to increase revenue share and margins. - Acquisition Activities: Acquired Chardham Chemicals; plans to upgrade and revamp facilities to start revenue flow, but no large capex expected. - TAN (Ammonium Nitrate) Business: Demand strengthening in Q4 driven by mineral production targets; volumes expected to increase post-Gopalpur plant commissioning.

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Deepak Fertilisers & Petrochemicals Corp Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024Q2 FY25
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26

Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.

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.

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Frequently Asked Questions

What were Deepak Fertilisers & Petrochemicals Corp Ltd Q4 FY26 results?

Strong revenue growth was delivered despite a challenging environment (Page 6). Company expects progressively stronger performance driven by: - Tightening global supply conditions improving spreads.

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?

Ongoing key growth projects: Gopalpur TAN project (~95% complete) and Dahej nitric acid project (~86% complete).

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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.