Chambal Fertilisers Shares Comprehensive Investor Presentation with Market Participants
Chambal Fertilisers and Chemicals Limited shared its investor presentation under Regulation 30, showcasing its position as India's largest private-sector urea manufacturer with 3.4 MMTPA capacity. The company reported strong FY25 metrics including 21% ROE and 25% ROCE with a debt-free balance sheet. For 9M-FY26, operational income reached INR 1,80,086 million with 13.46% EBITDA margins. The presentation highlighted the ongoing TAN project with INR 11,836 million invested till Q3FY26 and strategic R&D collaboration with TERI established in December 2024.
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Chambal Fertilisers & Chemicals Limited has shared its comprehensive investor presentation with analysts and investors under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The presentation was communicated to BSE Limited and National Stock Exchange of India Limited on March 20, 2026.
Company Overview and Market Position
The presentation highlights Chambal Fertilisers' position as India's largest private-sector urea manufacturer with an annual capacity of 3.4 MMTPA across three integrated plants at Gadepan, District Kota, Rajasthan. The company commands approximately 10% of India's total urea market share and maintains an extensive distribution network spanning 14 states with 4,700+ dealers and 76,000+ retailers.
| Parameter: | Details |
|---|---|
| Industry Presence: | 40+ years |
| Manufacturing Capacity: | 3.4 MMTPA |
| Market Share: | ~10% in Urea |
| Distribution Network: | 4,700+ dealers, 76,000+ retailers |
| Geographic Coverage: | 14 states |
Financial Performance Highlights
The company reported strong financial metrics as of FY25, demonstrating robust operational efficiency and capital management. The presentation showcases the company's achievement of a near debt-free balance sheet in 2025, following the completion of a INR 700 crore share buyback program during 2024-2025.
| Financial Metric: | FY25 Performance |
|---|---|
| ROE: | 21% |
| ROCE: | 25% |
| Net Debt to Equity: | Nil |
| Credit Rating: | AA+ (Crisil) |
Business Segment Performance
The presentation details the company's diversified business portfolio across multiple segments. For the nine-month period of FY26, the company reported operational income of INR 1,80,086 million with EBITDA margins of 13.46%. The urea segment continues to be the primary revenue driver, while complex fertilisers and crop protection chemicals provide growth opportunities.
| Particulars (INR Mn): | 9M-FY26 | FY25 | FY24 |
|---|---|---|---|
| Operational Income: | 1,80,086 | 1,66,462 | 1,79,664 |
| EBITDA: | 24,240 | 24,842 | 20,442 |
| EBITDA Margins (%): | 13.46% | 14.92% | 11.38% |
| PAT: | 17,840 | 16,494 | 12,758 |
| Basic & Diluted EPS (INR): | 44.53 | 41.17 | 30.84 |
Strategic Initiatives and Expansion Projects
The presentation emphasizes the company's strategic diversification into Technical Ammonium Nitrate (TAN) production, marking its entry into industrial chemicals. The TAN project, with a capacity of 2.4 lakh MTPA at Gadepan, has seen significant progress with INR 11,836 million invested till Q3FY26. Construction activities are reported to be in full swing as per the planned timeline.
Key Strategic Developments:
- TAN Project Progress: Construction advancing as scheduled with substantial capital deployment
- R&D Collaboration: MOU signed with TERI on December 2, 2024, for establishing Centre of Excellence for Sustainable Agriculture
- Product Innovation: Development program underway for five each of novel crop protection and crop nutrition products over five years
- Farmer Engagement: Digital platform "Chambal Uttam Krishak Mitra App" enrolled over 1 lakh farmers
Market Position and Growth Drivers
The company operates in a favorable market environment with India being the second-largest consumer and third-largest producer of fertilisers globally. The Indian fertiliser market is projected to expand from approximately USD 46 billion in 2025 to USD 63 billion by 2030, representing a 6% CAGR. The presentation identifies several growth drivers including government focus on food security, rising irrigation coverage, and shift toward balanced nutrition practices.
The comprehensive investor presentation reinforces Chambal Fertilisers' position as a leading integrated agri-solutions provider with strong operational metrics, strategic diversification initiatives, and robust market presence across India's agricultural landscape.
Historical Stock Returns for Chambal Fertilisers & Chemicals
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +0.40% | -1.28% | -6.57% | -21.11% | -26.99% | +99.05% |
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