| Revenue growth | 16% YoY consolidated growth. |
|---|---|
| Margins | Margins under pressure; EBITDA margin fell to 9%. |
| Demand visibility | Positive NPK sales growth of 3% in industry. |
Growth
Revenue grew 16% YoY; CPC segment revenue jumped 73% (Consolidated) aided by NACL acquisition.
Outlook
Focus on 'Consolidate to Accelerate' strategy following NACL Industries becoming a subsidiary in August 2025.
Risks
EBITDA margins contracted from 11% to 9% YoY; PAT down 24% due to higher depreciation/finance costs.
Last quarter's promises, checked
Delivered
- Commission granulation plant by Dec 2026 → On track (= BEAT)
- Expand Sarigam technical capacity by 20k tons → On track (= BEAT)
- Maintain 19% CPC EBITDA margin (non-NACL) → On track (= BEAT)
Partly delivered
- NACL margin 9-10% target → current 6-7% (= PARTIAL)
- Senegal rock phosphate volume +30-40% → Project stabilized (= PARTIAL)
Missed
- Guided 20-25% CPC revenue growth → delivered 16% YoY overall (= MISS)
Investor Presentation filed with BSE, NSE: COROMANDEL. Summary written with AI assistance from the document.
Coromandel International Ltd: key numbers
- Share price
- ₹1,734.40
- Market cap
- ₹51,175 Cr
- Revenue (annual)
- ₹31,480 Cr
- Net profit (annual)
- ₹1,956 Cr
- P/E (TTM)
- 27.9×Sector 19.1×
- 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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