Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers reported strong Q1 FY26 results with Revenue up 17% YoY to Rs. 2,659 Cr and PAT up 22% YoY to Rs. 244 Cr. EBITDA margin improved to 19.3%. Net debt reduced to Rs. 3,078 Cr, with net debt-to-EBITDA at 1.5x. The company received a favorable ITAT ruling, eliminating Rs. 581 Cr tax demand. The shift to specialty products contributes 25% of revenue, commanding 15-40% price premiums. Operational efficiencies are at global benchmarks. Major projects (Gopalpur TAN, Dahej Acid) are on track for Q4 FY26 commissioning, ensuring integrated operations and competitive advantage. Export quota for TAN increased to 50,000 MT. Management is confident in sustaining margins and driving growth through strategic initiatives like the value-added TAN business.