Chambal Fertilizers & Chemicals Limited — Investor Meet, 06-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Chambal Fertilisers reported resilient Q1 FY27 results with 12% higher EBITDA at INR 851 crores on 12% lower revenue of INR 5,000 crores, expanding margins. Profit after tax grew 10% to INR 703 crores. This was supported by strategic advance purchases in complex fertilizers and strong Gadepan-3 performance.

The company is progressing a potential fourth urea plant under a new policy, targeting completion by 2030, leveraging scale benefits. Its Technical Ammonium Nitrate project is ramping up, with initial sales decapitalizing the project. Q2 demand is expected to improve with monsoon strengthening. Management expresses confidence in its diversified model and strategic investments.