| Revenue growth | 15% YoY growth led by higher realizations and non-subsidy business growth. |
|---|---|
| Margins | EBITDA margins under pressure due to uncompensated raw material cost inflation. |
| Demand visibility | Positive demand expected as monsoon recovery narrows acreage gaps in Paddy. |
| Management confidence | Balanced, though cautious regarding Middle East conflict impact on input costs. |
Growth
Growth was driven by higher realizations in fertilizers and a strong performance in non-subsidy segments like crop protection.
Outlook
Management targets EBITDA of ₹6,500/MT for NPK fertilizers upon stabilization of new phosphoric acid and sulfuric acid capacities.
Risks
EBITDA fell 3% due to high sulfur and ammonia prices; subsidy delays remain a major cash flow risk.
Last quarter's promises, checked
Delivered
- Commission Kakinada Phos-Acid/Sulphuric plants in Q4 → Commissioned March 2026 (= BEAT)
- Expand retail footprint by 300+ stores → Added 300+ stores in AP/TS/KA (= BEAT)
- Grow Crop Protection revenue 15-20% → Standalone revenue grew 15% (= BEAT)
Partly delivered
- Commission granulation plant by Dec FY26 → Project gaining momentum, on track (= PARTIAL)
- NACL margin stabilization at 9-10% → Improved to 6-7% (= PARTIAL)
Missed
- Maintain fertilizer margins → Q4 manufacturing EBITDA <₹3,500/MT vs ₹5,000+ LY (= MISS)
Earnings Call Transcript filed with BSE, NSE: COROMANDEL. Summary written with AI assistance from the document.
Coromandel International Ltd: key numbers
- Share price
- ₹1,745.50
- Market cap
- ₹51,503 Cr
- Revenue (annual)
- ₹31,480 Cr
- Net profit (annual)
- ₹1,956 Cr
- P/E (TTM)
- 28.1×Sector 18.7×
- Promoter holding
- 56.35%+0.00% QoQ
- FII holding
- 11.50%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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