Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 29-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Q3 FY26 consolidated revenue grew 10% YoY to ₹2,830 Cr, but EBITDA declined 27% to ₹353 Cr and PAT fell 44% to ₹141 Cr, primarily due to Industrial Chemicals weakness. YTD revenue rose 12% to ₹8,495 Cr. Mining Chemicals (TAN) Q3 volumes were flat; Crop Nutrition (CNB) revenue jumped 26% despite unseasonal rains and higher raw material costs. Strategic capex of ~₹4,650 Cr for TAN and Nitric Acid expansion is on track for Q1 FY27, aiming for global/Asia leadership and a continued shift from commodity to specialty products. Management signals a mixed near-term outlook with strong strategic projects.