Chambal Fertilisers and Chemicals Limited (CHAMBLFERT) Earnings Call Transcripts

Chambal Fertilisers and Chemicals Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Chambal Fertilisers reported a revenue increase of 14% year-on-year to approximately INR 2,785 crores, with EBITDA rising 56% to INR 255 crores, reflecting improved margins despite a challenging operating environment. The company's profit after tax (PAT) was INR 145 crores, up 46% year-on-year. Management signaled a cautious outlook due to ongoing geopolitical tensions affecting raw material prices, but expressed confidence in maintaining operational stability and growth in core segments, particularly complex fertilizers and specialty nutrients.

Reported metrics

Guidance from management

Management maintained a cautious outlook for FY '27, citing ongoing geopolitical risks affecting raw material costs but expressed confidence in achieving stable operations and growth in core segments. They expect to reach 75% capacity utilization in the TAN project soon.

What management said

See, there is a cycle for about -- first of all, there is a -- what they gave us a provisional price for the previous , which is applicable for the next 1 or 2 quarters. What we are going to tell them, in fact, what the industry is continuously telling them is that there has been a dollar increase to the gas price increase -- so let me give us interim relief, pending final calculations, which I think we are very symp...

No, I don't think that is going to happen. This government, in particular, are very clear that fertilizer is a very, very important sector to support. And you have seen the kind of support that they are in terms of purchasing it maybe even higher costs. So there is a clear focus on [indiscernible] being a very important element of the economy. And so this support, I think, is likely to continue despite the costs and...

What analysts pressed on

Analysts raised concerns regarding the sustainability of margins given the elevated raw material costs and potential government subsidy pressures. There were also questions about the impact of geopolitical tensions on supply chains and pricing stability in the coming quarters.

Main topics on the call

• Revenue Growth — Chambal Fertilisers achieved a revenue growth of 14% year-on-year in Q4 FY '26, totaling INR 2,785 crores. Management noted, "The Indian agriculture sector to around 2.4% in FY '26 despite uneven climate conditions," ind...
• EBITDA Margin Improvement — EBITDA for the quarter surged 56% year-on-year to INR 255 crores, with margins improving to 9.16%. Management attributed this to a favorable product mix and higher sales volumes, particularly in ammonia.
• Geopolitical Challenges — Management highlighted that geopolitical tensions in West Asia led to volatility in global fertilizer and energy markets, impacting raw material costs. They stated, "Elevated LNG prices further pressure input economics o...
• Complex Fertilizer Segment Performance — The complex fertilizer segment saw a remarkable revenue increase of 94% year-on-year in Q4, reaching INR 323 crores. Management noted strong demand and adoption of balanced fertilizers, which is expected to continue.

Read the full Chambal Fertilisers and Chemicals 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 24 Chambal Fertilisers and Chemicals Limited earnings call transcripts on record, spanning May 26, 2020 to July 31, 2026. Based on this history, Chambal Fertilisers and Chemicals 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.

Ticker

CHAMBLFERT

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

24

First call

May 26, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly