Chambal Fertilizers & Chemicals Limited — PPTs, 09-05-2025: Investor Presentation

1. Financial Highlights:

Chambal reported revenue of ₹1,66,46 Cr for FY25, down 7% YoY due to lower urea and P&K fertiliser volumes. EBITDA grew 4% to ₹2,832 Cr, supported by improved energy efficiency and higher urea production alongside strong growth in Crop Protection Chemicals (CPC) and Speciality Nutrients (SN). Profit after tax (PAT) rose 16% YoY to ₹1,657 Cr. Urea production rose by ~125 MT/day with ~3% energy savings. CPC & SN segments showed significant volume and margin expansion. The balance sheet remains robust with equity at ₹8,534 Cr.

2. Strategic Initiatives & Growth Drivers:

The company is accelerating growth in high-margin CPC & SN segments, launching 12 new products in FY25 and planning 18 more for FY26, including biofungicides and bionematicides. Hybrid seeds are set for launch in Q1 FY26. The Technical Ammonium Nitrate (TAN) project is progressing well, with ₹650 Cr spent out of ₹1,645 Cr planned, aiming to add 2.4 lakh MTPA capacity. Digital farming tools like the “Chambal Uttam Connect” app and “Seed to Harvest” program are expanding to drive deeper farmer engagement.

3. Business Developments:

The joint venture Indo Maroc Phosphore S.A. (IMACID) in Morocco posted stronger sales and margins this year. A strategic partnership with TERI is advancing eco-friendly nano-biotech fertilisers and bio-stimulants aligned with sustainable agriculture goals, supporting India’s BioE3 initiative.

4. Market Position & Competitive Advantage:

Chambal holds a strong position in urea production with ongoing efficiency gains while rapidly expanding its diversified CPC & SN portfolio focused on high-value crops. Its broad range across bulk fertilisers, speciality nutrients, and biologicals creates differentiation and scale. Digital agriculture initiatives enhance farmer loyalty and market reach.

5. Investor Implications:

The stable core urea business combined with high-growth CPC & SN segments offers promising expansion prospects. Successful TAN project execution could further boost capacity and margins. Investors should watch execution risks on large capex and demand volatility, but overall, the firm’s strategic diversification and operational improvements position it well for emerging agricultural trends.