| Revenue growth | Record 2,592 Cr revenue, up 35% YoY and 22% QoQ. |
|---|---|
| Margins | EBITDA margins expanded to 21% from 11% YoY on integration. |
| Demand visibility | Improving demand across key end-user industries like electronics and pharma. |
| Management confidence | Balanced; focused on long-term value chain integration and asset stability. |
Growth
Phenolics revenue grew 36% YoY while Advanced Intermediates EBIT surged 89% on better domestic demand.
Outlook
Polycarbonate and B-Phenol A projects target H2 FY29 commissioning; debt expected to peak near 8,500 Cr.
Risks
High raw material volatility persists in the AI segment; 11,500 Cr project execution risk.
Last quarter's promises, checked
Delivered
- Q1 consolidated revenue > Q4 → Delivered 2,592 Cr vs 2,127 Cr (= BEAT)
- Q1 EBITDA > Q4 → Delivered 554 Cr vs 383 Cr (= BEAT)
- Q1 Standalone numbers > Q4 → Delivered (AI revenue 33% growth) (= BEAT)
Partly delivered
- Nitric acid 45% utilization to stabilize → Ongoing technical issues mentioned (= PARTIAL)
- MIBK/MIBC Q2 FY27 commissioning → Timeline maintained but pending (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: DEEPAKNTR. Summary written with AI assistance from the document.
Deepak Nitrite Ltd: key numbers
- Share price
- ₹1,551.00
- Market cap
- ₹21,155 Cr
- Revenue (annual)
- ₹7,887 Cr
- Net profit (annual)
- ₹550.5 Cr
- P/E (TTM)
- 27.0×Sector 37.2×
- Promoter holding
- 49.34%+0.01% QoQ
- FII holding
- 6.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Deepak Nitrite Ltd
All →Deepak Nitrite Capital Structure Change
Deepak Nitrite’s subsidiary, Deepak Chem Tech, has issued preference shares worth ₹175 Crore to its parent and another subsidiary. This infusion strengthens the subsidiary's capital base.
- Value
- ₹175.0 Cr
Deepak Nitrite Legal & Regulatory
Deepak Nitrite's subsidiary, Deepak Chem Tech, settled a factory regulation violation by paying a ₹0.03 Crore penalty to Gujarat state authorities.
- Value
- ₹0.03 Cr
Deepak Nitrite Management Change
Mr. Puneet Sharma, SBU Head - Life Sciences at Deepak Nitrite Limited, has resigned. His resignation is effective from the close of business on 21st August 2026.
Deepak Nitrite Other Announcement
Deepak Nitrite Ltd has updated the composition of its Board of Directors, following the previously announced cessation of Shri Dileep Choksi as an Independent Director.
Deepak Nitrite Production Started
Deepak Nitrite's subsidiary, Deepak Chem Tech, commenced manufacturing operations at its new Methyl Isobutyl Ketone and Methyl Isobutyl Carbinol plant in Dahej, Gujarat.
- Value
- ₹735.0 Cr
Deepak Nitrite Earnings Call Transcript: Key Takeaways
Deepak Nitrite delivered record quarterly performance driven by Phenolics and efficiency gains from backward integration. Management is pivoting from capacity creation to a fully integrated chemicals platform.