Coromandel International Limited — Investor Meet, 31-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Coromandel International reported Q1FY27 consolidated total income of INR 8,215 Cr (+15%), but EBITDA dipped 3% to INR 761 Cr due to high input costs and unadjusted subsidy rates. Net profit was INR 382 Cr. Fertilizer margins faced pressure, with management seeking revised NBS rates. Despite production moderation, fertilizer market share improved. Non-fertilizer businesses excelled: Crop Protection revenue grew 20% to INR 870 Cr (EBIT +44%), and Retail revenue jumped 85%. New acid plants stabilizing. Focus is on cash generation from recent investments, with sustainable capex at INR 300 Cr. Outlook is resilient, leveraging diversification against challenging market conditions.