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Khaitan Chemicals & Fertilizers Ltd

NSE: KHAICHEM BSE: 507794Agri

Incorporated in 1982, Khaitan Chemicals & Fertilizers Ltd is a manufacture of Single Super Phosphate (Fertilizer), Sulphuric Acid and other chemicals[1]

55
52W: ₹42.8 — ₹136
PE 7.75 · Book ₹30 · +83% vs book
Market Cap₹533 Cr
Stock P/E7.75Price to Earnings
ROCE18.4%Return on Capital
ROE26.8%Return on Equity
Div. Yield0%Face Value ₹1

Strengths

  • +Company is expected to give good quarter
  • +Company has delivered good profit growth of 22.4% CAGR over last 5 years
  • +Debtor days have improved from 30.9 to 22.7 days.

Weaknesses

  • Though the company is reporting repeated profits, it is not paying out dividend
  • Tax rate seems low
  • Company has a low return on equity of -0.04% over last 3 years.

Shareholding Pattern

Promoters72.65%
FIIs0.34%
DIIs0%
Public27.01%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters75%72.52%2.572.52%72.52%72.55%0.072.58%0.072.65%0.172.65%
FIIs0.09%0.08%0.00.08%0.16%0.10.48%0.30.79%0.30.32%0.50.34%0.0
DIIs0%0%0%0%0%0%0%0%
Public24.91%27.4%2.527.39%0.027.3%0.126.97%0.326.62%0.327.03%0.427.01%0.0

Financial Statements

MetricDec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales127.3950.83130.08230.65198.76160.68234.32308.6265.73192.97
Expenses142.0778.33136.95222.04188150.11202.6277.5233.18175.33
Operating Profit-14.68-27.5-6.878.6110.7610.5731.7231.132.5517.64
OPM %-11.52%-54.1%-5.28%3.73%5.41%6.58%13.54%10.08%12.25%9.14%
Net Profit-26.97-37.41-16.71-3.0712.558.6321.4121.4820.441.26
EPS ₹-2.78-3.86-1.72-0.321.290.892.212.212.110.13

AI Insights

Revenue Trend

Mar 2026 revenue at ₹1,002Cr, up 39.2% YoY. OPM at 11%.

Debt Position

Borrowings at ₹306Cr. Debt-to-equity ratio: 1.09x. High leverage — monitor closely.

Capex Cycle

CWIP at ₹3Cr (3% of fixed assets). Moderate ongoing capital expenditure.

Institutional Flow

DIIs: 0% (+0.00pp change). FIIs: 0.34% (+0.34pp change). Promoters hold 72.65%.

Margin & Efficiency

ROCE improving from 8% (Mar 2015) to 18% (Mar 2026). Working capital days: 60.

Valuation

PE 7.75x with 18.4% ROCE. Price is 83% above book value of ₹30. Dividend yield: 0%.

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