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COROMANDEL Diversified 28 Jul 2025

Coromandel International Limited — Q1 FY26

Coromandel delivered a strong Q1 FY26 with consolidated revenue of ₹7,126 crore (+49% YoY) and EBITDA of ₹782 crore (+55% YoY), driven by early monsoon, robust fertilizer demand...

bullish high
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Revenue ₹7,126 Cr +49%
EBITDA ₹782 Cr +55%
PAT
EBITDA Margin
Duration
Read Time 1 min read

Financial stats pending filing verification

Risk Intelligence

Material risks this quarter

Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.

Risks

R

Volatility in sulphur and phosphoric acid prices

Sulphur prices peaked at $300+ and have softened to $225, but further volatility could impact margins. Management noted marginal reduction in value addition due to higher sulphuric acid costs.

medium · management_commentary
R

DAP supply tightness and price risk

China's DAP exports have dried up, tightening global supply. While management expects softening post-Rabi, any supply disruption could impact costs and availability.

medium · analyst_question
R

NACL acquisition integration delays

SEBI clearance for NACL open offer is pending; management declined to comment on profitability timeline, indicating uncertainty.

medium · analyst_question
R

Subsidy outstanding risk

Subsidy outstanding stood at ₹2,911 crore as of June 30, higher as a percentage of revenue (41% vs historical 35%), though management attributed it to seasonal channel inventory.

low · data_observation