Deepak Fertilizers and Petrochemicals Corporation Limited — Investor Meet, 06-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Fertilisers delivered a record Q1 FY27, with PAT up 101% to INR490 Cr and EBITDA soaring 65% to INR845 Cr on INR3,256 Cr revenue. Strong realizations in mining, industrial, and ammonia, plus initial benefits from its integrated value chain, drove results. Net debt improved to 1.4x EBITDA.

Management emphasized structural improvements from the Equinor LNG contract and new capacities (TAN Gopalpur 96% complete, Dahej Nitric Acid 93% complete), set to commence operations in Q2 FY27. They see sustained growth, moving towards specialty products and listing the DMSL mining solutions business. Ammonia prices are expected to remain elevated. The outlook is confident for upcoming quarters.