Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 01-06-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers reported FY26 consolidated revenue of ₹11,506 Cr (+12% YoY) and Q4 revenue of ₹3,011 Cr, though FY26 PAT declined 18% (adjusted for one-time tax credit). Q4 faced challenges from input cost hikes, IPA pricing pressure, and a ₹75 Cr ammonia plant shutdown. Management is confident about stronger future performance, citing a new 15-year LNG contract ensuring supply and cost stability, global supply tightness improving spreads, and new capacities nearing completion (Gopalpur TAN 95% complete, Dahej nitric acid 86% complete, commissioning Q2 FY27). Strategic focus on holistic mining solutions via a recent explosive unit acquisition and growing specialty crop nutrition is expected to drive margin uplift. Elevated inventory is temporary for the Kharif season.