The call ran from 9:46 AM to 10:42 AM IST (57 min).
Key takeaways
Chambal reports resilient profits despite volatile global input costs and El Nino-led weather disruptions.
| Revenue growth | 9% YoY growth to ₹7,000 Cr in Q2FY27. |
|---|---|
| Margins | EBITDA margin at 12.87%; urea margins stable, complex fertilizers pressured. |
| Demand visibility | Mixed; Rabba demand linked to monsoon recovery and subsidy announcements. |
| Management confidence | Balanced; focused on operational efficiency amid geopolitical and weather headwinds. |
Growth
Revenue grew 9% YoY to ₹7,000 Cr; PAT increased 6% to ₹635 Cr.
Outlook
Technical Ammonium Nitrate (TAN) plant ramping up to 85% capacity; G3 plant policy update expected.
Risks
High global gas prices and potential subsidy policy changes on the G3 plant pose risks.
Last quarter's promises, checked
Delivered
- Guided HDAN plant 'very soon' → ₹1,500 Cr TAN project commissioned (= BEAT)
Partly delivered
- Guided Q2 'will progress well' → revenue +9% YoY to ₹7,000 Cr; PAT +6% to ₹635 Cr vs Q1 +10% (= PARTIAL)
Missed
- Said subsidy disbursements timely → subsidy receivables ₹2,460 Cr → ₹4,157 Cr (= MISS)
Summary by ALFA Finder, written with AI assistance from our own recording of the call, published . Open it on ALFA Filings ›
The results behind this call
Chambal Fertilisers & Chemicals Q2 FY27 Results: Net Profit ₹631.9 Cr, Down 2.6% YoY
Chambal Fertilisers & Chemicals Ltd reported revenue from operations of ₹7,000 Cr (+9.1% YoY) and net profit of ₹631.9 Cr (-2.6% YoY) for Q2 FY27.
- Key figure
- Net profit ₹631.9 Cr · -2.6% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Evaluating ₹9,000 Cr expansion to reach 10MT capacity; TAN project to stabilize margins by FY28.
Growth they described
PAT grew 10% YoY to ₹703 Cr, supported by favorable currency movements and proactive low-cost inventory stocking.
Call details
| Company | Chambal Fertilizers & Chemicals Limited |
|---|---|
| NSE symbol | CHAMBLFERT |
| ISIN | INE085A01013 |
| Call | Q2 FY27 earnings call |
| Date | Wednesday, 4 November 2026 |
| Time | 9:45 AM IST |
| Length | 57 min |
| Audio | Our stream on YouTube ↗ |
Chambal Fertilizers & Chemicals Limited: key numbers
- Share price
- ₹394.40
- Market cap
- ₹15,802 Cr
- Revenue (annual)
- ₹20,794 Cr
- Net profit (annual)
- ₹1,953 Cr
- P/E (TTM)
- 8.3×Sector 19.8×
- Promoter holding
- 61.72%+0.38% QoQ
- FII holding
- 13.41%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.