Chambal Fertilisers & Chemicals Ltd
Chambal Fertilisers & Chemicals Ltd is engaged in production of Urea from its own manufacturing plants. It also markets/ deals in other fertilisers and agri-inputs. It also has a Joint Venture for manufacture of Phospohric Acid in Morocco. The company was also engaged in Software business, However, in FY21, it sold assets and transferred certain liabilities of the business to cease the operations of the software business.[1]
Strengths
- +Company has been maintaining a healthy dividend payout of 19.7%
Weaknesses
- −The company has delivered a poor sales growth of 10.3% over past five years.
- −Debtor days have increased from 16.1 to 36.4 days.
Shareholding Pattern
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 60.7% | 60.4%▼0.3 | 60.4% | 60.4% | 60.5%▲0.1 | 60.58%▲0.1 | 60.85%▲0.3 | 61.25%▲0.4 |
| FIIs | 15.6% | 15.35%▼0.3 | 18.14%▲2.8 | 20.18%▲2.0 | 17.11%▼3.1 | 18.34%▲1.2 | 15.66%▼2.7 | 15.1%▼0.6 |
| DIIs | 7.29% | 6.87%▼0.4 | 5.82%▼1.0 | 4.59%▼1.2 | 6.57%▲2.0 | 4.01%▼2.6 | 4.66%▲0.7 | 5.4%▲0.7 |
| Public | 16.41% | 17.38%▲1.0 | 15.63%▼1.7 | 14.83%▼0.8 | 15.83%▲1.0 | 17.07%▲1.2 | 18.85%▲1.8 | 18.27%▼0.6 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 4,349 | 2,643 | 4,933 | 4,346 | 4,918 | 2,449 | 5,698 | 6,413 | 5,898 | 2,785 |
| Expenses | 3,720 | 2,476 | 4,181 | 3,556 | 4,140 | 2,285 | 4,936 | 5,571 | 5,077 | 2,530 |
| Operating Profit | 629 | 167 | 752 | 790 | 778 | 164 | 761 | 842 | 821 | 255 |
| OPM % | 14% | 6% | 15% | 18% | 16% | 7% | 13% | 13% | 14% | 9% |
| Net Profit | 404 | 86 | 552 | 500 | 504 | 100 | 638 | 602 | 565 | 145 |
| EPS ₹ | 9.7 | 2.15 | 13.78 | 12.49 | 12.59 | 2.49 | 15.92 | 15.02 | 14.09 | 3.63 |
AI Insights
Mar 2026 revenue at ₹20,794Cr, up 24.9% YoY. OPM at 13%.
Borrowings at ₹976Cr. Debt-to-equity ratio: 0.10x. Healthy balance sheet.
CWIP at ₹1,389Cr (23% of fixed assets). Significant capex underway — growth runway building.
DIIs: 5.4% (-6.58pp change). FIIs: 15.1% (+5.46pp change). Promoters hold 61.25%.
ROCE improving from 10% (Mar 2015) to 26% (Mar 2026). Working capital days: 50.
PE 9.38x with 26.2% ROCE. Price is 80% above book value of ₹254. Dividend yield: 2.14%.
Recent Announcements
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 2d - Audio recording of May 15, 2026 investor call for Q4 and FY2025-26 uploaded.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 2d - Copies of audited standalone and consolidated financial results for the quarter and year ended March 31, 2026.
- Announcement under Regulation 30 (LODR)-Investor Presentation 14 May - Investor Presentation for the quarter and year ended March 31, 2026.
- Board Meeting Outcome for Board Meeting Outcome For Outcome Of Board Meeting- Recommendation Of Final Dividend 14 May - FY26 audited results announced; final dividend of Rs.6 per share recommended on May 14, 2026.
- Results-Financial Results 31032026 14 May
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse