Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 28-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers posted a 28% YoY revenue rise in Q4 at INR 2,667 Cr, driven by an 86% jump in Crop Nutrition Business. FY25 revenue grew 18% to INR 10,274 Cr with specialty products now 22% of sales. Q4 EBITDA increased 10% to INR 480 Cr (18% margin), while FY25 EBITDA surged 50% to INR 1,925 Cr (19% margin). PAT rose 21% in Q4 to INR 278 Cr and doubled for FY25 to INR 945 Cr. Crop Nutrition volumes surpassed 1 million MT; TAN demand outpaces capacity but expansions at Gopalpur and Dahej are on track for H2 FY26. Management focuses on specialty shift, integrated supply chain, and expects volume and margin growth post-expansions. Investor sentiment is cautiously optimistic on strong financials and growth potential.