CHAMBLFERT

Chambal Fertilizers & Chemicals share price & results

Chambal Fertilizers & Chemicals Limited· Chemicals· Commodities

Results to
Sept 2026
Latest analysed call
Q1 FY27
Ownership as of
Sept 2026

India's largest private-sector urea manufacturer, running an integrated 3.4 MMTPA plant complex at Gadepan, Rajasthan.

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Price & Snapshot

₹389.35 −0.79% · −₹3.1

Last close 9 Nov 2026 · NSE · INR · Source: Inve

Performance −18.9% 1Y

₹350₹400₹450₹500Nov 25Dec 25Feb 26Mar 26May 26Jun 26Aug 26Sept 26Nov 26Q2 FY26 — 7 Nov 2025Q3 FY26 — 11 Feb 2026Q4 FY26 — 15 May 2026Q1 FY27 — 31 Jul 2026

1Y: ₹479.85 on 7 Nov 2025 → ₹389.35. High ₹490 (16 Jun 2026), low ₹353.9 (30 Oct 2026).

Previous close
₹392.45
Market cap
₹15.6k Cr
52-week range
₹353.9 – ₹490
One year
−16.96%
Price to earnings (TTM to Sept 2026)
8.16×
Return on equity (TTM to Sept 2026)
16.83%

Reported

Key financial metrics & valuation ratios

Each figure keeps its basis and period; nothing is filled in.

MetricValueChangeBasisPeriodNote
Revenue6,999 ₹ crore+9.1% YoYQuarterly, as filedQuarter to Sept 2026Revenue from operations as filed.
Operating margin13.0 %0.0 pts YoYOperating profit / revenueQuarter to Sept 2026For the quarter; a change is in percentage points.
Net profit635 ₹ crore+5.5% YoYQuarterly, as filedQuarter to Sept 2026Profit after tax as filed.
Return on equity16.83 %+1.0 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Sept 2026
Adjusted profit attributable to owners ÷ average owners’ equity.
Free cash flow margin-3.62 %−8.6 ptsFY Mar 2026 vs FY Mar 2025Fiscal yearFY ending Mar 2026
(Operating cash flow − fixed-asset purchases + disposals) ÷ revenue.
Revenue growth (YoY)6.32 %+32.3 ptsFY Mar 2026 vs FY Mar 2025Trailing twelve monthsTTM to Sept 2026
Revenue change against the same period one year earlier.

Source: Inve data from filed results; ratios from the Screener-verified panel · to Sept 2026

Business Mix

Where revenue comes from

Own Manufactured Fertilisers shrank from 87% to 57% of revenue over the last two years.

Own Manufactured Fertilisers 56.9% · ₹2,859.98 Cr −8.0% YoY
Complex Fertilisers 34.5% · ₹1,736.66 Cr −18.5% YoY
Crop Protection Chemicals, Speciality Nutrients and Seeds 8.6% · ₹430.38 Cr −6.1% YoY
Others 0.0% · ₹0.00 Cr

Explore full multi-period segment shift & margins →

Guidance

What management said, and what became of it

4 of 11 judged targets kept · 10 open · verdicts reflect calls analysed to Q1 FY27.

Chambal Fertilizers & Chemicals Limited management guidance track record on Inve: 21 targets tracked across analysed earnings calls (4 achieved, 7 missed, 10 open).

Delivering on Growth (1/1 achieved), while Capex (1 needs watch) & Products (1 needs watch) are lagging.

TargetOriginal wordingSaidLatest callVerdict
Growth TAN Project Completion Date
October 2025
Q2 FY25
Q1 FY27:Production of Weak Nitric Acid and Ammonium Nitrate solutions has commenced. Promise remains achieved.
Achieved
Capex IMACID Phosphoric Acid Capacity
Expand by 200,000 tons to 700,000 tons in 2.5 to 3 years (by mid-2027/early-2028)
Q2 FY25
Q1 FY27:The IMACID JV had a temporary shutdown due to sulphur shortages but has since resumed production. No specific update on the expansion project timeline was provided.
Ghosted
Products TERI Partnership Product Launches
Launch from FY 27-28 onwards
Q3 FY26
Q1 FY27:Management stated products are expected to be launched from FY '28-'29 onwards, a delay from the previous timeline of FY '27-'28.
Delayed

Source: Inve Guidance Tracker for Chambal Fertilizers & Chemicals Limited · to Q1 FY27

A verdict describes what became of management’s own words in later analysed calls. “Delayed” is a change of date, “went quiet” a target the calls stopped mentioning. None of it is a judgement on the investment. The methodology sets out how verdicts are recorded.

7 of Chambal Fertilizers & Chemicals Limited's 21 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 18 more targets are in the full ledger.

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See the full record

Supply chain

Cross-company call evidence

Named counterparties and similar headwinds disclosed on earnings calls.

Products, transactions and disclosed impact

Company disclosures with supporting evidence. Actual results, management expectations, and summary paraphrases remain qualified by source basis.

  • Commercial contract Stage: Signed Call date: 2026-05-15
    1. Proposed
    2. Announced
    3. Active
    4. Completed / ended

    Named counterparties & directional relationship

    Chambal Fertilizers & Chemicals Limited → sources products from → Nutrien

    Party roles: Product recipient / Product source · Signed · Effective: very soon

    Counterparty named; listed-company identity not verified.

    Products, services & business exposure Mentioned in this disclosure
    specialized nutrient use efficiency products (Nutrien's products) · role: not established · category: Materials / Agricultural input
    Disclosed financial & operational figures
    total market in India, as indicated by the issuer to Nutrien during their discussions: in the region of $1 billion · Disclosed operational measure · Geography · by the next 5 years
    Additional disclosure context
    Engagement status: Management says Nutrien are already more or less done in terms of engagement.
    Agreement status qualifier: Management says the issuer has long-term agreements more or less in place.
    Planned start: Management says the issuer will be starting with Nutrien's products very soon; no date is given.
    Product description: Asked whether the products would be potash products, management answered no and described them as specialized nutrient use efficiency products.
    Management market view: Management says agriculture is moving in a different direction and is no longer bulk.
    Product characteristic unresolved referent: After a gap in the supplied excerpts, an unresolved 'it' is described as having content to increase soil carbon content and improving nutrient use efficiency; the referent is not shown in the supplied text.
    Market sizing discussion: Management says that in talks with Nutrien, Nutrien asked what the total market in India is.
    Hedged share remark: Management remarked, regarding what percentage Nutrien would be looking for, that maybe 10% would make a very large number; this is hedged and not stated as a target, commitment or issuer output.
    Discussion context: The Nutrien remarks answered an analyst question framed around the CPC and biologic segment; management's answer does not itself state the segment assignment.
    Evidence and remaining questions (Contextual assertion review)

    Call date: 2026-05-15 · Review status: Contextual assertion review · Policy: context-loop-v2

    Transcript excerpt
    “So, we will be starting with their products”
    Transcript excerpt
    specialized nutrient use efficiency products (Nutrien's products): “They are specialized nutrient use efficiency products”
    Transcript excerpt
    in the region of $1 billion: “We indicated in the region of $1 billion by the next 5 years”
    Transcript excerpt
    “Nutrien are already more or less done in terms of engagement”
    Transcript excerpt
    “have got long-term agreements more or less in place”
    Transcript excerpt
    “So, we will be starting with their products very soon.”
    Transcript excerpt
    “No, no. They are specialized nutrient use efficiency products, very high”
    Transcript excerpt
    “the agriculture is moving in a different direction. It is no longer bulk.”
    Transcript excerpt
    “It has content to increase the carbon content in the soil.”
    Transcript excerpt
    “when we were talking to Nutrien, they said that, look, what is the total market in India?”
    Transcript excerpt
    “Maybe 10% would make a very large number”
    Transcript excerpt
    “last question on the CPC and biologic segment”

    Not established by the available evidence

    • joint_venture label vs narrative: The record is labelled joint_venture, but the Nutrien narrative describes only long-term agreements and starting with Nutrien's products. No venture vehicle, equity sharing or JV formation is stated for Nutrien, so no JV or ESTABLISHES edge is emitted. The only JV wording in the supplied passages concerns a separate possibility outside India with an unnamed party and is not linked to Nutrien. The label is unsupported rather than affirmatively contradicted.
    • signed status vs hedged narrative: Raw status is 'signed', while management says the agreements are 'more or less in place' and engagement is 'more or less done'. This hedging is not an affirmative contradiction, so the label-derived SIGNED stage is kept. Confirmation of full execution is missing, and product sourcing has not yet started.
    • binding effect: No definitive or binding preliminary instrument is described. 'Signed' and 'in place' alone do not establish binding effect.
    • purchase, distribution, licence or manufacture terms: Only that the issuer will start with Nutrien's products is stated. Purchase, distribution, licence, exclusivity, volumes, pricing and term are not stated, so SOURCES_PRODUCTS_FROM is used without a more specific commercial predicate.
    • contracting entities and other companies: The legal entities on each side, the number of agreements and whether Nutrien is the sole counterparty are unstated. 'We' is bound to the issuer via its management speaker. The analyst also named Corteva and Syngenta as companies discussed last quarter; no relation with them is stated for this disclosure, so none is emitted.
    • specific products and category mapping: Specific product names are not given. MATERIALS/AGRICULTURAL_INPUT is mapped from 'nutrient use efficiency products' and the transcript's agriculture context. The offering role is UNDETERMINED because the transaction mechanism is not stated. Whether the soil-carbon description refers to these products is unresolved due to an excerpt gap.
    • event geography: India appears in the summary rationale as the destination for the products and in the transcript as the market sized for Nutrien. No contracting or operating location is stated, so geography is null.
    • effective date and term: No signing date, start date or term length is stated. 'Very soon' has no reference date, and 'long-term' gives no duration. call_date and report_date are disclosure metadata, not event dates.
    • $1 billion market figure: The transcript gives 'in the region of $1 billion by the next 5 years' as the issuer's indication of the total market in India, which the summary calls a market opportunity. It is not a contract value, consideration, revenue or issuer output. The hedged 10% remark has no stated base and is not a measurement of the deal.
    • consideration, contract value and impact: Consideration form is recorded as 'undisclosed' with a null amount. No contract value, volume, pricing or financial impact is stated. The analyst asked how big this could get for the issuer's output, and the answer gave only market sizing and a hedged percentage, so no impact is emitted.

Counterparties named by Chambal Fertilizers & Chemicals Limited

  • Chambal Fertilizers & Chemicals Limited → partners with → Nutrien.

    Q4 FY26 · Announced · Positive · Counterparty named; listed-company identity not verified.

    1. Proposed
    2. Announced
    3. Active
    4. Completed / ended

    Long-term agreements in place to bring specialized nutrient use efficiency products to India, addressing the $1 billion market opportunity.

    “So, I would tell you that Nutrien are already more or less done in terms of engagement. We have got long-term agreements more or less in place. So, we will be starting with their products very soon.”

    Exact commercial direction is not specified; disclosed as a partnership or collaboration.

    Evidence drawer

    Evidence type: Transcript excerpt

    “So, I would tell you that Nutrien are already more or less done in terms of engagement. We have got long-term agreements more or less in place. So, we will be starting with their products very soon.”

    Source company: Chambal Fertilizers & Chemicals Limited · Counterparty: Nutrien · Call date: 2026-05-15 · Period: Q4 FY26 · Review status: Structured call extraction

  • Chambal Fertilizers & Chemicals Limited → partners with → TERI.

    Q4 FY26 · Announced · Positive · Counterparty named; listed-company identity not verified.

    1. Proposed
    2. Announced
    3. Active
    4. Completed / ended

    Established CFCL - TERI Centre of Excellence for Advanced and Sustainable Agricultural Solutions, focusing on R&D of next generation agricultural technologies.

    “Additionally, we partnered with TERI to establish the CFCL - TERI Centre of Excellence for Advanced and Sustainable Agricultural Solutions, which will focus on research and development of next generation agricultural technologies.”

    Exact commercial direction is not specified; disclosed as a partnership or collaboration.

    Evidence drawer

    Evidence type: Transcript excerpt

    “Additionally, we partnered with TERI to establish the CFCL - TERI Centre of Excellence for Advanced and Sustainable Agricultural Solutions, which will focus on research and development of next generation agricultural technologies.”

    Source company: Chambal Fertilizers & Chemicals Limited · Counterparty: TERI · Call date: 2026-05-15 · Period: Q4 FY26 · Review status: Structured call extraction

Similar pressures reported by peers

Tailwind coverage is not available yet.

Similar commentary provides sector context; it does not establish a business relationship with Chambal Fertilizers & Chemicals Limited. Each comparison matches a headwind disclosed by Chambal Fertilizers & Chemicals Limited in the same calendar reporting quarter.

  • Geopolitical uncertainties, elevated raw material prices, and a delayed onset of the…

    Topic: Raw material costs · Raw material cost · Q1 FY27

    Chambal Fertilizers & Chemicals Limited reported: Geopolitical uncertainties, elevated raw material prices, and a delayed onset of the southwest monsoon created a challenging environment.

    Reporting period ended 2026-06-30

    47 other companies · Raw material cost

    Pidilite Industries Limited (PIDILITIND) reported (period ended 2026-06-30): VAM prices fluctuated sharply, increasing to $1,370 in Q1 from $800 in Q4 FY26, impacting gross margins.

    Coromandel International Limited (COROMANDEL) reported (period ended 2026-06-30): Increased subsidy rates did not fully compensate for the rise in global raw material costs, impacting production and imports of NP/NPK fertilizers.

    PI Industries Limited (PIIND) reported (period ended 2026-06-30): Demand challenges and high input costs are creating pressure on pricing and margins across the Agchem industry, requiring careful balance.

    Deepak Nitrite Limited (DEEPAKNTR) reported (period ended 2026-06-30): Management acknowledged raw material volatility but stated proactive procurement and operational efficiencies helped manage it in Q1, expecting global competitiveness.

    Evidence drawer

    Evidence type: Summary paraphrase

    Geopolitical uncertainties, elevated raw material prices, and a delayed onset of the southwest monsoon created a challenging environment.

    Source company: Chambal Fertilizers & Chemicals Limited · Reporting period ended 2026-06-30 · Calendar quarter: Q1 FY27 · Distinct companies matched: 47

    Similar commentary provides sector context; it does not establish a business relationship.

From available earnings-call summaries. Disclosures are management statements, not independently verified transactions.

Live Summary

CHAMBLFERT ₹389.35 −0.79%
Guidance Verdict (21 tracked) 4 kept · 10 open· 7 missed
AI Call Brief · Q1 FY27

Chambal Fertilizers & Chemicals Limited Q1 FY27

Overview

Symbol
NSE:CHAMBLFERT
Sector
Chemicals
Industry
Commodities
Exchange
NSE
Currency
INR

What Chambal Fertilizers & Chemicals Limited does

Based on the company's own presentations, annual report and earnings calls.

Chambal Fertilisers and Chemicals Limited manufactures urea at an integrated three-plant complex in Gadepan, Rajasthan, and markets complex fertilisers (DAP, MOP, TSP, NPK blends), crop protection chemicals, speciality nutrients, biologicals and seeds under an asset-light distribution model, mostly under the "Uttam" brand. It also holds a stake in the IMACID joint venture in Morocco with OCP that manufactures phosphoric acid (P2O5), and is commissioning a new Technical Ammonium Nitrate (TAN) plant at Gadepan to diversify into industrial and mining chemicals.

Segments

  • Urea
  • Complex Fertilisers
  • CPC, Speciality Nutrients & Seeds
  • Industrial and Mining Chemicals (TAN)
Urea manufacturing capacity
3.4 MMTPA
Urea manufacturing plants
3 (Gadepan-I, II, III), single location
Years of industry presence
40+
Market position
No. 1 private-sector urea manufacturer in India
Urea market share
~10%
States covered
14
Founded 1985Headquarters Gadepan, District Kota, Rajasthan (Registered Office); Corporate Office in Jasola, New Delhi Company website

How the price took the results

Moved an average of ±3.4% across the last 3 priced result releases

Close before → close after
QuarterReleaseRevenue (₹ Cr) Net profit (₹ Cr)Rev YoYBefore → AfterReaction
Q1 FY2731 Jul 265,027 703−11.8%₹445.85 → ₹438.9−1.6%
Q4 FY2615 May 262,785 145+13.7%₹424.6 → ₹449.9+6.0%
Q3 FY2611 Feb 265,898 565+19.9%₹453.75 → ₹465.45+2.6%

The move from the last close before each results date to the first close on or after it — the market's first read on the quarter alongside what was filed.

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Other Chemicals companies

PEER COMPARISON
Median ₹15,599 Cr Mkt Cap
₹0 Cr₹10,000 Cr₹20,000 Cr₹30,000 CrChambal Fertilizers & Chemicals Limited (CHAMBLFERT): ₹15,599 Cr₹15,599 CrCHAMBLFERTFine Organic Industries Limited (FINEORG): ₹16,293 Cr₹16,293 CrFINEORGAarti Industries Limited (AARTIIND): ₹16,108 Cr₹16,108 CrAARTIINDSumitomo Chemical India Limited (SUMICHEM): ₹15,728 Cr₹15,728 CrSUMICHEMBayer Cropscience Limited (BAYERCROP): ₹15,656 Cr₹15,656 CrBAYERCROPAtul Limited (ATUL): ₹15,575 Cr₹15,575 CrATULTata Chemicals Limited (TATACHEM): ₹15,407 Cr₹15,407 CrTATACHEMDeepak Fertilizers and Petrochemicals Corporation Limited (DEEPAKFERT): ₹14,862 Cr₹14,862 CrDEEPAKFERTParadeep Phosphates Limited (PARADEEP): ₹14,531 Cr₹14,531 CrPARADEEP

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Quick Answers

Frequently asked questions on Chambal Fertilizers & Chemicals Limited

Compiled directly from CHAMBLFERT's filed financial statements, earnings call transcripts, and ownership disclosures.

How did Chambal Fertilizers & Chemicals Limited (CHAMBLFERT) perform in its latest reported quarter (Sept 2026)?

For the quarter ended Sept 2026, Chambal Fertilizers & Chemicals Limited reported revenue of ₹7.0k Cr, net profit of ₹635 Cr, an operating margin of 13.0%. Diluted earnings per share stood at ₹15.85.

How is Chambal Fertilizers & Chemicals Limited (CHAMBLFERT) valued today, and what growth does the stock price imply?

Chambal Fertilizers & Chemicals Limited (CHAMBLFERT) trades at ₹389.35, with a market capitalization of ₹15.6k Cr. Reverse-DCF analysis shows the current stock price implies -3.8% annual earnings growth over the next 7 years compared with its historical net-profit CAGR of 21.1%.

Who owns Chambal Fertilizers & Chemicals Limited (CHAMBLFERT) — promoters, FIIs, DIIs, and mutual funds?

As of Sept 2026, Promoters hold 61.7%, FIIs hold 13.4%, DIIs hold 6.3%, Public shareholders hold 18.6%.