Coromandel International reported Q4 FY26 consolidated revenue of ₹6,680 crore (+19% YoY) and EBITDA of ₹494 crore (+16% YoY), driven by record fertilizer sales of 4.3 million t...
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Ammonia and sulfur prices surged ~$840/ton and ~$800/ton respectively, while NBS rates increased only 10%. Government may not provide timely additional subsidy, compressing H1 margins.
high · management_commentary80%+ of ammonia and sulfur imports transit via the Strait of Hormuz; ongoing crisis threatens Q2 availability and keeps prices elevated.
high · analyst_question₹71 crore impairment taken on Daksha investment due to order execution delays; management is personally driving recovery but no near-term revenue visibility.
medium · data_observationDespite 60% volume growth, adoption remains slow without policy intervention; farmers continue to prefer subsidized urea and DAP.
low · management_commentary