Paradeep Phosphates Limited — PPTs, 07-11-2025: Investor Presentation

PPL posted strong Q2 FY26 results with Total Income up 49% YoY to ₹6,913.9 Cr and Net Profit rising 33.9% YoY to ₹341.9 Cr. H1 FY26 Net Profit jumped 134.7% YoY to ₹658.7 Cr, with Basic EPS at ₹6.35. Production grew 19% and sales 30% YoY in Q2, driven by N-20 (+52%) and TSP (+339%) sales, partly boosted by the MCFL merger.

The recently completed MCFL merger increased production capacity by 23% to 3.7 MMT, expanding PPL's market presence in the South. The company plans a ₹3,600 Cr investment to boost granulation capacity by 28% to 5.0 MMT and strengthen backward integration for phosphoric and sulphuric acid over 2.5 years.

Key developments include commissioning a 500,000-tonne SAP-D train and onboarding Rahul Dravid as brand ambassador. Management emphasizes the merger's pivotal role and their focus on leveraging capacity expansion to achieve 5.0 MMT sales through operational excellence and innovation.