Khaitan Chemicals & Fertilizers has released its investor presentation for Q4 FY26, showcasing strong annual performance with operational revenue of INR 10,016 million, representing a 39.1% year-on-year growth. The company's profit after tax for FY26 stood at INR 688 million, with EBITDA margin expanding to 11.28% from 3.19% in the previous year.

Q4 FY26 Financial Performance

For the quarter ended March 31, 2026, the company reported operational revenue of INR 1,930 million, up 20.1% compared to Q4 FY25. EBITDA for Q4 FY26 increased 67.6% to INR 176 million, with EBITDA margin at 9.12%. However, net profit for the quarter declined to INR 13 million from INR 86 million in the corresponding period of the previous year. Diluted EPS for Q4 FY26 stood at INR 0.13 per share.

Annual Performance Highlights

FY26 demonstrated exceptional turnaround with PAT reaching INR 688 million compared to INR 14 million in FY25. The company achieved an EBITDA of INR 1,130 million, a significant improvement from INR 230 million in the previous year. Diluted EPS for FY26 was INR 6.66 per share. The Fertilizer segment contributed 78% to total revenue, while the Chemical segment accounted for 22%.

Operational and Business Overview

Fertilizer volumes for FY26 stood at 4.54 lakh MT, up 3% year-on-year, while Chemical volumes reached 1.28 lakh MT, up 2%. Production volume for the Fertilizer segment was 4.40 lakh MT, up 18% year-on-year. The company operates six manufacturing plants across Madhya Pradesh, Uttar Pradesh, Rajasthan, Chhattisgarh, and Gujarat, with approximately 10% market share of India's SSP market. The distribution network spans 3,000+ dealers and 30,000+ retailers across 19 states.

Khaitan chemicals & fertilizers Limited has filed its mandatory initial disclosure under the SEBI Large Corporate framework for FY 2026-27, stating that it does not qualify as a Large Corporate entity under the regulatory criteria. The disclosure was submitted to both BSE and NSE in compliance with SEBI circular SEBI/HO/DDHS/CIR/P/2018/144 dated November 26, 2018.

Company's Large Corporate Status

The company has confirmed that it does not fall under the category of Large Corporate as of March 31, 2026, as per the framework provided in the SEBI circular. This determination is based on the company not meeting the specified criteria outlined in the regulatory framework for Large Corporate classification.

Financial Position and Credit Rating

As part of the disclosure requirements, Khaitan Chemicals and Fertilizers Limited provided key financial and credit information:

Regulatory Compliance Framework

The SEBI circular requires entities to make initial disclosures within 30 days from the beginning of the financial year if they are identified as Large Corporates. The framework aims to enhance transparency and ensure proper compliance with borrowing norms and credit rating requirements.

Corporate Information

Khaitan Chemicals and Fertilizers Limited, incorporated with CIN L24219MP1982PLC004937, operates from its corporate office at The B Zone, 7th Floor, Pipliya Kumar, Nipania Main Road, Indore. The disclosure was signed by Company Secretary Sejal Maheshwari and CFO Harsh Vardhan Agnihotri, ensuring proper authorization and compliance with corporate governance requirements.

The company has designated BSE Limited as the stock exchange where any potential fines would be paid in case of shortfall in required borrowing under the SEBI framework, though this provision does not currently apply given their non-Large Corporate status.