Chambal Fertilizers & Chemicals Limited — PPTs, 20-03-2026: Investor Presentation

Chambal Fertilisers (CFCL) is a leading agri-solutions provider and India's #1 private urea manufacturer. For 9M-FY26, the company posted strong operational revenue of ~INR 18,009 Cr and a PAT of ~INR 1,804 Cr, achieving robust PAT margins of ~10%. Urea contributed 56% to revenue, Complex Fertilisers 37%, and high-growth Crop Protection Chemicals (CPC) & Speciality Nutrients 7%.

CFCL is strategically diversifying into industrial chemicals with its 2.4 lakh MTPA Technical Ammonium Nitrate (TAN) plant, now 92.65% complete. This move enhances earnings resilience beyond the regulated fertiliser segment. The company also focuses on expanding its high-margin agri-input portfolio like P&K, biologicals, and seeds, leveraging its vast distribution network. CFCL also launched a Centre of Excellence with TERI to innovate in eco-friendly agri-solutions.

As of FY25, the company boasts a robust balance sheet with Nil Net Debt to Equity, 21% ROE, and 25% ROCE, following a ~INR 700 Cr share buyback in 2024-25. 9M-FY26 EPS stood at INR 45.03. Management highlights government support for food security and infrastructure spending as strong growth drivers for the future.