Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers reported Q2 FY26 revenue of 3,006 Cr (+9% YoY) and H1 revenue of 5,665 Cr (+13% YoY). H1 PAT grew 11% to 458 Cr. Crop Nutrition (+54% volume) and TAN (+29% volume) showed strong resilience. Specialty products now 28% of Crop Nutrition revenue. The Chemicals segment (IPA, Ammonia) faced headwinds. Key projects (TAN Gopalpur 87% complete, Nitric Acid Dahej 70% complete) target Q4 FY26 commissioning. Strategic acquisition of Platinum Blasting Services (537 Cr) strengthens mining solutions. Outlook is positive with new LNG contract and Ammonia price rebound. Management is confident in its specialty-focused transformation.