Coromandel International Limited — Q3 FY25
Coromandel reported a stellar Q3 FY25 with consolidated revenue of INR 7,049 crore (+28% YoY) and EBITDA of INR 722 crore (+102% YoY), driven by record NPK volumes (11.4 lakh to...
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q2 FY25
Sulfuric acid cost savings of INR 160-170 crore per annum
Structural cost advantage from captive sulfuric acid production and power generation, expected to double from current INR 40-45 crore.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q2 FY25
EBITDA per ton guidance of INR 4,500-5,000
Management reiterated sustainable EBITDA per ton range for fertilizer business, supported by backward integration and captive intermediates.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1