ALFA Finder| Revenue growth | Q2 +7%; H1 +11% to ₹18,459 Cr |
|---|---|
| Margins | EBITDA margin 9% vs 12% in both Q2 and H1 |
| Demand visibility | Q2 urea sales volume +44%; NPK+DAP volumes -30% |
Growth
Revenue +7% Q2, +11% H1. EBITDA -18% Q2, -12% H1. PAT -34% Q2, -30% H1. CPC consolidated revenue +22% Q2.
Outlook
No explicit guidance, targets or capex plans disclosed in deck. Outlook limited to theme 'Consolidate to Accelerate'.
Risks
NPK+DAP manufactured volumes -38% Q2. Industry NPK sales -38%, NPK imports down. EBITDA margin fell to 9% from 12%.
Last quarter's promises, checked
Missed
- Hoped kharif NBS rate revision to restore NP/NPK viability → EBITDA margin 9% vs 12%; NPK+DAP mfg volumes -38% (= MISS)
- New PA/SA plants to lift output ('ideally should have grown') → NPK+DAP mfg volumes -38% Q2 (= MISS)
Investor Presentation filed with BSE, NSE: COROMANDEL. Summary written with AI assistance from the document.
Coromandel International Ltd: key numbers
- Share price
- ₹1,941.40
- Market cap
- ₹57,283 Cr
- Revenue (annual)
- ₹31,480 Cr
- Net profit (annual)
- ₹1,956 Cr
- P/E (TTM)
- 36.7×Sector 11.2×
- Promoter holding
- 56.34%-0.01% QoQ
- FII holding
- 11.34%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Coromandel International Ltd
All →Coromandel International Earnings Call Transcript: Key Takeaways
Revenue grew 6% but EBITDA slumped 18% as high input costs and adverse weather hit nutrient margins. Management is banking on subsidy revisions and Rabi season recovery.
Coromandel International Annual General Meeting
Coromandel International seeks shareholder approval via postal ballot to re-appoint Sudarshan Venu as Independent Director for 2027-2032. E-voting runs until December 11, 2026.
Coromandel International Management Change
Coromandel International's board approved the re-appointment of Non-Executive Independent Director Sudarshan Venu for 60 months, effective 3 February 2027. The director is not disqualified under Section 164 of the Companies Act.
- Execution
- 60 months from 2027-02-03
Coromandel International Capital Structure Change
Coromandel International reported a stage update on converting a loan into equity in a Senegal entity. The conversion is in its registration phase with statutory authorities.
Coromandel International Results Update
Q2 FY27 standalone PAT fell 33% to Rs 548 Crore as EBITDA declined 21%. Fertiliser margins were squeezed by raw material costs.
Coromandel International Q2 FY27 Results: Net Profit ₹523.4 Cr, Down 34.0% YoY
Coromandel International Ltd reported revenue from operations of ₹10,294 Cr (+6.7% YoY) and net profit of ₹523.4 Cr (-34.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹523.4 Cr · -34.0% YoY