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Volatility in ammonia and sulfur prices
View Risks →Coromandel International Limited — Q2 FY26
Coromandel reported a strong Q2 FY26 with consolidated revenue of ₹9,771 crore (+30% YoY) and PAT of ₹793 crore (+20% YoY), driven by robust fertilizer volumes (NPK production up 3% to 9.1 lakh tons) and a sharp recovery in crop protection (EBIT +48% to ₹16...
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Coromandel reported a strong Q2 FY26 with consolidated revenue of ₹9,771 crore (+30% YoY) and PAT of ₹793 crore (+20% YoY), driven by robust fertilizer volumes (NPK production up 3% to 9.1 lakh tons) and a sharp recovery in crop protection (EBIT +48% to ₹162 crore). The company gained market share in phosphatic fertilizers to 19% (vs 17% last year) and is on track to commission its Kakinada phosphoric/sulfuric acid plant by January, which is expected to deliver a 2-year payback on ₹1,000 crore investment. Management guided for 25% growth in domestic formulation business and reiterated a minimum ₹5,500/ton EBITDA target for fertilizers. Key risks include volatility in ammonia/sulfur prices and delayed defense drone order execution at DUXA.
कोरोमंडल ने दूसरी तिमाही में शानदार प्रदर्शन किया। कंपनी की कुल कमाई ₹9,771 करोड़ रही, जो पिछले साल से 30% ज्यादा है। मुनाफा ₹793 करोड़ हुआ, जो 20% बढ़ा। इसकी वजह खाद की बिक्री में तेजी और फसल सुरक्षा कारोबार में सुधार है। फॉस्फेटिक खाद में बाजार हिस्सेदारी 17% से बढ़कर 19% हो गई। कंपनी जनवरी तक काकीनाडा में नया प्लांट शुरू करेगी, जिसमें ₹1,000 करोड़ का निवेश दो साल में वसूल हो जाएगा। प्रबंधन ने घरेलू दवा कारोबार में 25% बढ़ोतरी का अनुमान लगाया है। खतरे में अमोनिया और सल्फर की कीमतों में उतार-चढ़ाव और ड्रोन ऑर्डर में देरी शामिल है।
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Read Transcript →Quarter Snapshot
NPK Production
9.1 lakh tons
+3% YoY
Plants operated above capacity despite ammonia supply disruption in September.
Phosphatic Fertilizer Market Share
19%
+2pp YoY
Coromandel became the largest marketer of phosphatic fertilizers in India.
Crop Protection EBIT
₹162 crore
+48% YoY
Driven by strong export demand for mancozeb and improved domestic formulation margins.
Nano DAP Volume (H1)
1,100K bottles
+100% YoY
Doubled volumes; farmer adoption improving, especially in fruits and vegetables.
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Guidance and risk preview
Mechanical completion expected in December 2025, trial runs in January, commercial production by mid-January.
Spike in ammonia and sulfur during Q2 impacted production; management expects softening but uncertainty remains.
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