Chambal Fertilizers & Chemicals Limited — Investor Meet, 07-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Chambal Fertilisers reported robust Q1FY26 performance with standalone PAT up 16% to Rs. 638 crore, and consolidated PAT rising 23% to Rs. 549 crore. P&K fertiliser sales surged 70% YoY, driven by strategic sourcing. The Crop Protection Chemicals & Specialty Nutrients (CPC-SN) business saw revenue grow 32% to Rs. 452 crore. The Technical Ammonium Nitrate (TAN) project is on track for mid-January production. The IMACID JV's phosphoric acid capacity expansion is expected by late 2026/early 2027. Management expresses confidence in demand, despite a temporary dip in urea production. The company holds Rs. 1,600 crore in net cash.