Khaitan Chemicals & Fertilizers Limited — PPTs, 24-04-2026: Investor Presentation

**Business Performance:** Khaitan Chemicals & Fertilizers (KCFL) reported robust financial results for FY26. Operational revenue surged to ₹1001.6 Cr, a 39% year-on-year (YoY) increase, with net profit (PAT) reaching ₹68.8 Cr, a substantial leap from the prior year. The Fertiliser segment was a primary growth driver, contributing 78% of total revenue and improving margins, while volumes grew 3%.

**Growth Drivers or Strategy:** KCFL plans to optimize existing infrastructure for higher output and margins, focusing on capital efficiency. The company aims to launch innovative offerings like Urea-SSP and other value-added, non-subsidized fertilizers, leveraging its extensive dealer network to boost high-margin products and expand into new geographies.

**Recent Developments:** Demand remained stable in Q4 and FY26, supported by normal agricultural activity and a continued shift towards balanced nutrient usage. The fertilizer sector faced supply volatility and elevated input costs due to geopolitical factors.

**Key Financial Metrics:** FY26 revenue climbed 39% YoY to ₹1001.6 Cr. Net profit soared to ₹68.8 Cr from ₹1.4 Cr last year, with diluted EPS at ₹6.66 (up from ₹0.14). Q4 revenue also rose 20.1% YoY to ₹193 Cr, though Q4 net profit experienced a decline.

**Management Commentary / Outlook:** Management's forward-looking plans include new product launches and market expansion. KCFL is committed to promoting Single Super Phosphate (SSP) adoption, aligning with government initiatives for fertilizer balance and self-reliance, as the Indian fertilizer market is projected to grow to USD 16.6 billion by 2032.