Deepak Fertilisers And Petrochemicals Corporation Limited (500645) Earnings Call Transcripts
Deepak Fertilisers And Petrochemicals Corporation Limited's Latest Earnings Call - Q4 FY2026
In Q4 FY '26, Deepak Fertilisers reported a revenue of INR 3,011 crores, reflecting a 12% increase year-over-year, driven by strong performance in Mining Chemicals and Crop Nutrition. However, the company faced challenges due to rising input costs and a planned shutdown of their ammonia plant, resulting in an EBITDA of INR 354 crores for the quarter. Management signaled a cautious outlook, indicating that while they expect sequential improvement in earnings, they are navigating ongoing supply chain disruptions and input cost pressures.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | INR 3,011 crores (beat) |
| Full Year Revenue | INR 11,506 crores (beat) |
| Q4 EBITDA | INR 354 crores (miss) |
| Full Year PAT | INR 739 crores (miss) |
| Net Debt | INR 4,824 crores (miss) |
| Net Debt to EBITDA | 2.86x (miss) |
Guidance from management
Management expects sequential improvement in earnings driven by tightening global supply conditions and better cost visibility from long-term gas contracts. They anticipate commissioning of new capacities in Q2 FY '27 will support growth.
What management said
Right. And currently, the volume, what you're seeing is from our existing capacity once Gopalpur could come in, then definitely, the new normal volume will be much higher where we are going to [indiscernible].
Let me start and then Tarun will add into this. Yes, and as you can see on the international market, prices of [indiscernible] are firming up primarily led by disturbance or distractions in the -- because of war in Russia, Ukraine, some of the export got bank and some of the volumes got, I'd say, since both quantity in the country got restricted. On top of that, as when prices get started getting [indiscernible]. So ...
What analysts pressed on
Analysts expressed concerns regarding the rising inventory levels and receivables, which have increased significantly during the year. There were also questions about the sustainability of current pricing levels and the potential impact of ongoing supply chain disruptions.
Main topics on the call
- Revenue Growth — Deepak Fertilisers achieved a revenue of INR 11,506 crores for FY '26, marking a 12% growth year-over-year. Management noted, 'We delivered revenue growth of around 12% for the full year,' highlighting the resilience of ...
- Input Cost Pressures — The company faced significant input cost inflation, particularly in the fertilizer segment, which impacted margins. Subhash Anand stated, 'the second half was more subdued... due to sharp increase in input cost in fertil...
- Ammonia Plant Shutdown Impact — A planned shutdown of the ammonia plant affected Q4 results, contributing to a one-off impact of around INR 75 crores. Management acknowledged this, stating, 'Q4 includes the impact of planned ammonia shutdown with a one...
- LNG Supply Security — The commencement of LNG supply under a long-term contract with Equinor was highlighted as a positive development, with management stating, 'We are fully secured... we have a 10-year long supply.' This is expected to enha...
Read the full Deepak Fertilisers And Petrochemicals Corporation Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Deepak Fertilisers And Petrochemicals Corporation Limited
Deepak Fertilisers And Petrochemicals Corporation Limited (500645) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on BSE and is based in IN. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 25 calls on record spanning February 17, 2020 to July 31, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 25 Deepak Fertilisers And Petrochemicals Corporation Limited earnings call transcripts on record, spanning February 17, 2020 to July 31, 2026. Based on this history, Deepak Fertilisers And Petrochemicals Corporation Limited reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.