Raw material price spike and availability crisis
Ammonia and sulfur prices surged to $840-850/ton and ~$800/ton respectively due to Middle East supply disruption; visibility only up to June, Q2 remains uncertain.
high · management_commentaryCoromandel International Limited — Q4 FY26
Coromandel reported record full-year revenue of INR 31,827 crore (+30% YoY) and EBITDA of INR 3,232 crore (+23% YoY), driven by strong performance in crop protection (standalone...
neutral
medium
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
Inadequate government subsidy support
Current NBS rates do not cover sharp raw material cost increases; if additional subsidy is not provided, fertilizer margins will be severely compressed.
high · analyst_questionDrones business impairment and execution risk
Impairment of INR 71 crore taken on Dhaksha investment due to long lead times in order execution; recovery depends on timely execution of pending orders.
medium · management_commentaryQ4 crop protection revenue growth muted at 2%
Standalone crop protection revenue grew only 2% in Q4 due to off-season and deliberate moderation of exports; management expects recovery in Q1.
low · data_observation