Chambal Fertilizers & Chemicals Limited — PPTs, 05-11-2025: Investor Presentation

Chambal Fertilisers and Chemicals (CFCL) delivered strong financial results for the quarter and half-year ended September 30, 2025.

**Business Performance:** Standalone revenue for Q2 FY25-26 surged 48% YoY to 6413 Cr, with PAT rising 20% to 602 Cr. For H1 FY25-26, standalone revenue grew 31% YoY to 12110 Cr, and PAT increased 18% to 1240 Cr. This robust performance was fueled by higher volumes and better margins in P&K Fertilisers, significant growth in Crop Protection Chemicals (CPC) & Speciality Nutrients (SN) with 32% H1 revenue growth, and improved margins from its IMACID Morocco joint venture. Biologicals also saw an 80% revenue increase. Urea volumes were impacted by an unscheduled plant stoppage.

**Growth Drivers:** CFCL is strategically expanding its domestic B2C focus on high-value crops and sustainable agriculture, particularly through biologicals. Digital initiatives, including the 'Chambal Uttam Krishak Mitra App' for farmer advisory and 'Seed to Harvest' demonstrations, are key to enhancing farmer engagement and product efficacy.

**Recent Developments:** The company launched 3 new CPC and 2 new SN products in Q2, alongside new biological variants. Its Technical Ammonium Nitrate (TAN) project is progressing well, with 86.95% overall completion and 1052 Cr spent to date.

**Management Outlook:** Good Rabi crop prospects are anticipated, supported by higher monsoon rainfall across major agricultural regions, though some sowing operations might see a minor delay.