Chambal Fertilizers & Chemicals Limited — PPTs, 31-07-2025: Investor Presentation

**1. Financial Highlights:**

Q1 FY26 sales climbed 16% to Rs 5,698 Cr, PAT up 16% to Rs 638 Cr. EBITDA saw a slight 1% dip. Diversified segments like Crop Protection Chemicals (CPC), Speciality Nutrients (SN), and Seeds delivered robust 34% revenue growth (Rs 458 Cr). Urea volumes were lower due to plant stoppage; P&K sales improved. Notably, subsidy debtors significantly reduced to Rs 103 Cr.

**2. Strategic Initiatives & Growth Drivers:**

The company launched 13 new CPC products and entered the Seeds business with two hybrid varieties. Biologicals saw robust 80% revenue growth. The Technical Ammonium Nitrate (TAN) project is 80% complete, with Rs 918 Cr spent towards its 2.4 Lakh MTPA capacity, marking a key expansion.

**3. Business Developments:**

A Centre of Excellence for Advanced and Sustainable Agriculture Solutions was established with TERI to develop patented biological crop protection products. The Joint Venture IMACID Morocco also performed well during the quarter.

**4. Market Position & Competitive Advantage:**

The company is strengthening its portfolio beyond traditional fertilizers into high-growth agriculture solutions. Farmer-centric marketing initiatives like the 'Chambal Uttam Connect' app and call centers enhance direct market reach and brand presence.

**5. Investor Implications:**

Diversification efforts into biologicals and seeds, coupled with the TAN project nearing completion, signal positive growth potential. The significant reduction in subsidy receivables is a strong balance sheet positive. Future urea production stability warrants monitoring.