Coromandel International Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Coromandel International reported strong Q1 FY26 results with consolidated revenue up 49% to INR7,126 crores and EBITDA up 55% to INR782 crores, driven by robust volumes and improved margins. Operations ran at full capacity, with NPK/DAP production up 6%. Backward integration projects for phos and sulfuric acid are 70% complete, on track for Q4 FY26 commissioning. The company increased its stake in BMCC, securing rock phosphate sourcing. Crop Protection and Bio segments showed strong growth, launching 10 new products. The NACL acquisition awaits final regulatory clearance. Management maintains a confident outlook, emphasizing operational excellence, market share gains, and strategic expansions.