Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers reported Q3 FY26 consolidated operating revenue of INR 2,830 Cr, up 10% YoY, but EBITDA declined 27% to INR 353 Cr and adjusted PAT fell 34% to INR 141 Cr. Results were impacted by extended rains affecting mining and crop nutrition, increased ammonia prices, and softer IPA/nitric acid realizations. Management emphasized resilience from diversified products and India's growth story. Key projects, Gopalpur TAN (91% complete) and Dahej Acid (79% complete), are set for Q1 FY27 commissioning, promising future growth. An LNG contract will significantly reduce gas costs. The company is acquiring an explosive manufacturer to offer bundled solutions. Expects demand recovery and improved margins ahead.