Deepak Nitrite Limited (506401) Earnings Call Transcripts

Deepak Nitrite Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Deepak Nitrite Limited reported consolidated revenues of INR 2,127 crores, a decrease from INR 2,202 crores in Q4 FY '25, but an increase from INR 1,983 crores in Q3 FY '26. The company achieved an EBITDA of INR 338 crores, reflecting a significant sequential growth of 74% and a year-on-year increase of 13%. Management highlighted strong operational performance and a favorable pricing environment, with EBITDA margins improving to 18%. The company maintained its full-year revenue guidance at INR 7,947 crores, with a PAT of INR 551 crores, signaling resilience amid geopolitical challenges and supply chain disruptions.

Reported metrics

Guidance from management

Management maintained its revenue guidance for FY '27, focusing on strategic growth initiatives and new product launches. They anticipate continued improvement in profitability metrics as the geopolitical situation stabilizes.

What management said

Okay. Sanjesh, thanks for the question. So in Q4, while we did start the plant, we were unable to run it on a consistent basis because of some technical issues that took place during the quarter under review. We're working along with the technology supplier and the equipment supplier to address these. So once the plant is under stable operations, we do anticipate the kind of target that we're looking at. But during t...

So we are already -- basically, we're finishing with the mechanical completion of the plant. And we will soon be getting into the pre-commissioning cycle as it may be. And at some point, maybe perhaps at the tail end of Q1 or the early part of Q2 is when we will be looking at commissioning of the asset because the asset is commissioned along with a couple of other plant assets as well. So we kind of remain on track w...

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions on supply chains and pricing volatility. There were also questions about the utilization rates of new plants and the potential for demand contraction in certain segments due to rising prices.

Main topics on the call

• Revenue Performance — Deepak Nitrite's consolidated revenue for Q4 FY '26 was INR 2,127 crores, down from INR 2,202 crores in the prior year but up from INR 1,983 crores in Q3 FY '26. Management noted, "Our quarterly performance was underpinn...
• Strong EBITDA Growth — The company reported an EBITDA of INR 338 crores for Q4, a sequential increase of 74% and a 13% rise year-on-year. This growth was attributed to "enhanced plant fungibility" and cost optimization initiatives.
• Improved Profitability Metrics — Profit after tax for Q4 stood at INR 220 crores, reflecting a growth of over 120% quarter-on-quarter and 9% year-on-year. EBITDA margins improved significantly to 18%, compared to 11% in Q3 FY '26.
• Segment Performance — The Advanced Intermediates segment reported revenues of INR 708 crores, up from INR 654 crores in Q4 FY '25. The Phenolics segment also performed well with revenues of INR 1,429 crores, supported by stable demand and imp...

Read the full Deepak Nitrite Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Deepak Nitrite Limited earnings call transcripts on record, spanning February 7, 2020 to August 6, 2026. Based on this history, Deepak Nitrite Limited reports quarterly. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

506401

Exchange

BSE

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

23

First call

February 7, 2020

Most recent

August 6, 2026

Reporting cadence

quarterly