Deepak Nitrite Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Deepak Nitrite reported record Q1 FY27: Revenue ₹2,592 Cr (+35% YoY), EBITDA ₹554 Cr (+159% YoY) at 21% margins, PAT ₹345 Cr (+207% YoY). Both Phenolics and AI segments drove strong growth. Phenolics capacity is debottlenecking towards 4 lakh tonnes. New MIBK, MIBC, and acetophenone projects commission this quarter, poised to boost margins. Ammonia-to-amines integration is complete, enhancing cost efficiency. The polycarbonate project targets H2 FY28-29, with compounds gaining customer approvals. R&D focuses on advanced, high-margin chemistries. Management is confident in sustainable growth from strategic investments and integrated operations.