Deepak Nitrite Limited — Investor Meet, 20-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Nitrite's Q2 FY26 consolidated revenue rose to INR 1,922 crore (QoQ), with EBITDA up 5% to INR 224 crore and margins at 12%. Phenolics delivered strong performance with 2% revenue growth and 23% EBIT jump, supported by record Isopropyl Alcohol sales. Advanced Intermediates navigated headwinds from tariffs and underpriced imports, maintaining market share. The company commenced a new hydrogenation asset and inaugurated a state-of-the-art R&D center. Management expresses cautious optimism for H2, anticipating improved agrochemical volumes and benefits from upcoming commissions of Nitric Acid, MIBK/MIBC plants. The integrated polycarbonate project is on track for 2028.