Deepak Fertilizers and Petrochemicals Corporation Limited — PPTs, 28-05-2026: Investor Presentation

Deepak Fertilisers (DFPCL) posted mixed FY26 consolidated results. Revenue grew 12% YoY to ₹11,506 Cr, with Q4 up 13% YoY to ₹3,011 Cr, thanks to strong volumes in Technical Ammonium Nitrate (TAN) and Crop Nutrition. However, Operating EBITDA for FY26 fell 13% YoY to ₹1,684 Cr and Q4 dropped 26% to ₹354 Cr, hit by raw material costs, inadequate fertilizer subsidy, and an ammonia plant shutdown. Net Profit also declined, with Q4 PAT down 50% to ₹139 Cr and FY26 PAT down 18% to ₹739 Cr (EPS ₹58.40).

DFPCL is strategically shifting towards specialty products, growing B2C in Mining Chemicals and boosting specialty contribution in Crop Nutrition. Major TAN and Nitric Acid capex projects are slated for Q2 FY27 commissioning. Recent updates include commencing LNG shipments and DMSL completing a strategic acquisition. Management sees steady demand for Mining Chemicals and strengthening Nitric Acid, but notes monsoon uncertainty for Crop Nutrition. The board proposed a ₹10 per share dividend.