Sustained high sulfur prices
Sulfur prices have surged to $550/ton from $180-200, impacting input costs. Management expects moderation but uncertainty remains.
high · management_commentaryCoromandel International Limited — Q3 FY26
Coromandel International reported a challenging Q3 FY26 with consolidated revenue of ₹8,863 crore (+26% YoY) and PAT of ₹488 crore (-4% YoY).
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
Subsidy rate inadequacy
Current NBS rates may not fully compensate for higher raw material costs and rupee depreciation, pressuring fertilizer margins.
medium · analyst_questionNCL integration and margin recovery
NCL's margins remain muted due to lower capacity utilization at hedge facilities; full synergy benefits may take longer.
medium · analyst_questionMarket share decline in fertilizers
Consumption-based market share moderated to 14% in Q3 from 15% last year due to lower offtake in southern states.
low · data_observation