Deepak Fertilisers & Petrochemicals Corporation Limited (DFPCL) has released its Annual Report for FY 2025-26, reporting consolidated revenue from operations of ₹11,506 crore, a 12% increase from ₹10,274 crore in FY 2024-25. The Company reported an Operating EBITDA of ₹1,684 crore and Profit After Tax (PAT) of ₹739 crore for the year, against PAT of ₹945 crore in the prior year. The 46th Annual General Meeting is scheduled for Tuesday, 1st September, 2026 at 11.00 a.m. through Video Conferencing/Other Audio-Visual Means.

Consolidated Financial Performance

DFPCL delivered resilient financial performance in FY 2025-26 despite a challenging global environment marked by geopolitical uncertainties, volatile raw material and energy prices, and supply chain disruptions. The following table summarises key consolidated financial highlights:

*After adjusting one-off, EBITDA margin is 18.3%

On a standalone basis, the Company achieved total revenue of ₹1,964 crore (including ₹195 crore from trading operations) compared to ₹1,951 crore (including ₹139 crore from trading operations) in the previous year. Standalone Profit Before Tax was ₹326 crore versus ₹519 crore in the prior year, and Net Profit stood at ₹269 crore against ₹413 crore previously.

Segment Performance

Industrial Chemicals

DFPCL's Industrial Chemicals business demonstrated steady operational performance during FY 2025-26. Key highlights include:

• IPA Sales: Achieved Iso Propyl Alcohol (IPA) sales of 63 KT during FY 2025-26, including 38% of premium-grade IPA, marking around 4% YoY growth in premium-grade sales.
• Nitric Acid Production: Total production of Weak Nitric Acid (WNA) stood at 849 KT for FY 2025-26. Merchant sales of Nitric Acid products (including WNA, CNA and SNA) reached 316 KT, registering a healthy YoY growth of 10%.
• DFPCL commands around 45% share in India's merchant Nitric Acid market.
• The 1,500 TPD ammonia plant at Taloja operated near design capacity, reducing dependence on imported ammonia.

Mining Chemicals

Deepak Mining Solutions Limited (DMSL) recorded its highest-ever TAN sales volume during the year:

Contribution of the Total Cost of Ownership (TCO) model in DMSL's B2C business increased by 37% year-on-year. PCL's 1,500 TPD greenfield Ammonia plant produced 452 KT of ammonia during FY 2025-26, meeting around 93% of the Group's requirements. PCL's merchant ammonia market share in western India stands around 33%.

Crop Nutrition Business

The Crop Nutrition Business (CNB) operated under Mahadhan AgriTech Limited (MAL) reported the following key developments:

• Croptek sales grew 25% YoY, increasing from 198 KT in FY 2024-25 to 248 KT in FY 2025-26.
• The Croptek user base expanded to 1 million farmers, covering over 6 lakh hectares.
• Smartek product portfolio recorded cumulative sales of over 2.7 MMT since launch.
• Premium Water Soluble Fertiliser (WSF) grew 26%, achieving a 15% market share; Solutek recorded 11% growth.
• Specialty and Croptek products contributed 33% of Crop Nutrition revenues.
• MAL achieved a turnover of ₹6,56,518 Lakhs (excluding other income) with profit before tax of ₹26,364 Lakhs.

Major Capital Projects

FY 2025-26 marks a transition from capital investment to commissioning readiness for two flagship projects:

During FY 2025-26, ₹1,570 crore was invested in these strategic projects. The Gopalpur facility achieved 10 million safe manhours, while the Dahej project recorded over five million safe manhours.

Strategic Developments

Several significant corporate actions were undertaken during the year:

• LNG Supply Agreement: The Company entered into a long-term LNG supply agreement with Equinor ASA (Norway), subsequently novated to Deepak Globalchem Pte. Ltd., a Singapore-based wholly-owned subsidiary. The agreement provides for annual supplies of LNG up to 0.65 million tonnes for a period of 15 years commencing from 2026.
• Platinum Blasting Services Acquisition: DMSL enhanced its shareholding in Platinum Blasting Services Pty Limited from 85% to 100% for an aggregate consideration of 10,699,325 AUD equivalent to INR 62,80,23,629.
• Chardham Chemicals Acquisition: DMSL completed the acquisition of 100% equity stake in Chardham Chemicals Private Limited on 6th May, 2026, strengthening its explosives portfolio.
• MAL Capital Infusion: The Company subscribed to 20,20,202 equity shares of Mahadhan AgriTech Limited on a rights basis at a total consideration of ₹400 Crore.
• Methanol Plant Closure: The Board approved permanent closure and dismantling of the 300 TPD Methanol Plant at K1 Taloja Unit, which had remained non-operational since FY 2021-22.

Dividend and AGM Details

The Board of Directors recommended a dividend of ₹10 per equity share (face value ₹10 each) for FY 2025-26, consistent with the previous year's dividend. The paid-up equity share capital of the Company as on 31st March, 2026 was ₹126.24 Crores.

Board Changes

During FY 2025-26, several changes were made to the Board of Directors:

• Dr. Purvi Mehta Bhatt (DIN: 01596457) was appointed as Independent Woman Director for a first term of 3 consecutive years with effect from 1st January, 2026.
• Mr. Yeshil Sailesh Mehta (DIN: 07866312) was appointed as Additional Director in the category of Non-Executive Non-Independent Director with effect from 1st July, 2026, subject to shareholder approval at the ensuing AGM.
• Mr. Sujal Anil Shah, Mr. Sanjay Gupta, Mr. Sitaram Kunte and Mr. Terje Bakken were re-appointed as Independent Directors for a second term of five consecutive years from their respective effective dates.
• Smt. Varsha Purandare ceased to be an Independent Director on 30th January, 2026 upon completion of her second term.

CSR and Sustainability

Through Ishanya Foundation (IsFon), DFPCL positively impacted 63,076 beneficiaries in FY 2025-26. The Company's total CSR obligation for the financial year was ₹746.00 Lakhs, of which ₹327.27 Lakhs was spent on various projects. The unspent balance of ₹418.73 Lakhs has been transferred to a separate bank account for ongoing projects in accordance with CSR Rules.

The TAN Gopalpur Project team received the prestigious RoSPA Gold Award for health, safety and environmental excellence. DFPCL's K1 Taloja and Dahej QC team received the Gold Award at the 39th Annual Chapter Convention on Quality Concepts (CCQC) – 2025.

Deepak Fertilisers & Petrochemicals will participate in two physical investor conferences in Mumbai this August, providing market participants with an opportunity to engage with company management. The engagements are scheduled for August 12, 2026, and August 19, 2026, as part of the company's compliance with disclosure regulations regarding analyst and investor interactions.

The company notified the Bombay Stock Exchange and the National Stock Exchange on August 7, 2026, detailing the schedule under Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Rabindra Kumar Purohit, VP – Legal, Compliance & Company Secretary, signed the intimation.

Conference Schedule

The management team will attend the following events:

Both meetings are scheduled for Wednesdays. The company noted that the schedule is subject to change due to exigencies involving analysts, investors, or the company itself.

Disclosure Standards

Deepak Fertilisers confirmed that no Unpublished Price Sensitive Information (UPSI) will be shared during these meetings. This assurance aligns with regulatory requirements to maintain fair disclosure practices among all stakeholders. The details of these engagements have also been published on the company’s website, www.dfpcl.com , for broader accessibility.

What the Numbers Show

While no financial data was disclosed in this filing, the decision to engage in multiple high-profile investor conferences signals a proactive approach to corporate communication. Participation in both EMKAY Confluence and the Motilal Oswal Global Investor Conference allows the company to address a wide spectrum of domestic and international investors simultaneously. These platforms typically serve as venues for discussing strategic outlooks and operational updates without breaching UPSI norms.