Chambal Fertilizers & Chemicals Limited (CHAMBLFERT)

Chemicals · Fertilizers & Agrochemicals · NSE · Updated 15 July 2026

₹454.2 ↓ 17.93% (1Y)

🎯 Key Takeaways

Chambal Fertilizers & Chemicals Limited is navigating a transitional phase marked by cyclical demand recovery in the fertilizer sector and incremental operational stabilization. The company exhibits characteristics of a stabilizing enterprise with improving profitability trends post a sharp bottom in FY24, though revenue remains volatile due to commodity pricing and monsoon-dependent agricultural cycles.
Revenue grew 13.2% QoQ to ₹4,918 in Q3FY25.
⚠️ 1) Revenue volatility remains elevated due to dependence on agricultural cycles and global commodity prices, as evidenced by fluctuations between ₹2,6

Market Cap

₹18,025

P/E Ratio

11.1

Div Yield

0.00%

Promoter

0.0%

✨ Ask AI About CHAMBLFERT 📊 Interactive Charts

📖 The Story

Chambal Fertilizers & Chemicals Limited is navigating a transitional phase marked by cyclical demand recovery in the fertilizer sector and incremental operational stabilization. The company exhibits characteristics of a stabilizing enterprise with improving profitability trends post a sharp bottom in FY24, though revenue remains volatile due to commodity pricing and monsoon-dependent agricultural cycles. Management appears focused on maintaining margin discipline while awaiting clearer demand signals from the rural economy.

📰 What's Happening

Recent regulatory filings indicate no material strategic shifts or capital investments, with only routine compliance updates submitted between June 12 and June 16, 2026. The promoter, Zuari International Limited, confirmed in a June 19, 2026 insider trading filing that there were no share encumbrances during FY2026, suggesting stable ownership structure. Additionally, a trading window closure announcement on June 29, 2026, restricted designated persons from trading shares until post-results disclosure for Q1FY26, reflecting standard insider compliance without implying negative sentiment.

Source: Stock Announcements

📊 Quarterly Results (₹ Cr)

Metric	Q4FY23	Q1FY24	Q2FY24	Q3FY24	Q4FY24	Q1FY25	Q2FY25	Q3FY25
Revenue	3,599	5,589	5,386	4,349	2,643	4,933	4,346	4,918
Operating Profit	153	642	697	724	229	803	834	843
OPM %	3.1%	11.3%	11.4%	14.4%	6.3%	15.2%	18.2%	15.8%
Net Profit	94	339	381	459	97	448	536	534
EPS	₹2.26	₹8.14	₹9.15	₹11.04	₹2.51	₹11.19	₹13.39	₹13.34

The company has demonstrated a clear recovery in profitability from the severe bottom observed in Q4FY24, with operating profit margin expanding from 6.3% to 15.8% over the last three quarters. Revenue showed sequential improvement in Q3FY25 (₹4,918 crore) after a dip in Q2FY25, while net profit stabilized around ₹530 crore in the latest two quarters. EPS of ₹13.34 in Q3FY25 reflects stronger earnings per share compared to ₹11.19 in Q1FY25, indicating improved capital efficiency. This trend aligns with management's focus on cost optimization and operational discipline amid challenging macro conditions.

🔮 Management Outlook & What's Next

There is no explicit forward guidance or strategic outlook provided in the recent filings reviewed. Management has not issued earnings projections, capital expenditure plans, or commentary on demand trends in the latest regulatory submissions. The absence of forward-looking statements suggests either caution due to macro uncertainty or a focus on execution without publicizing future targets. Investors should note the lack of formal guidance despite sequential improvement in financial performance.

Extracted from official company announcements. Not StockFin.ai's opinion.

⚖️ Peer Comparison — Fertilizers & Agrochemicals

Company	MCap (₹ Cr)	P/E	ROCE	ROE	D/E
Fertilizers and Chemicals Travancore Limited	57,117	-630.5	—	—	—
Coromandel International Limited	55,044	33.3	—	—	—
UPL Limited	53,373	-157.3	—	—	—
PI Industries Limited	47,259	27.8	—	—	—
Sumitomo Chemical India Limited	22,898	44.4	—	—	—
Bayer Cropscience Limited	21,796	—	—	—	—
Chambal Fertilizers & Chemicals Limited	18,025	11.1	—	—	—
Paradeep Phosphates Limited	12,506	30.3	—	—	—
Sharda Cropchem Limited	8,742	35.8	—	—	—
Rashtriya Chemicals and Fertilizers Limited	6,876	25.9	—	—	—

🔗 Peer Stock Analyses

FACT COROMANDEL UPL PIIND SUMICHEM

⚠️ Risk Factors

1) Revenue volatility remains elevated due to dependence on agricultural cycles and global commodity prices, as evidenced by fluctuations between ₹2,643 crore and ₹5,589 crore in recent quarters. 2) Operating margin expansion has not translated into consistent EPS growth, with Q3FY25 showing improvement but Q1FY25 and Q2FY25 EPS stagnating, suggesting margin gains may be fragile. 3) Lack of forward guidance introduces uncertainty around management's confidence in sustaining the current profitability trajectory amid uncertain monsoon and global input cost trends.

📋 Recent Filings

🧠 Analyst's Read

Chambal Fertilizers is showing signs of operational recovery with improving margins and profitability from a low base, but the path forward remains uncertain due to macro sensitivity and absence of clear guidance. Investors should monitor rural demand indicators, input cost trends, and any future commentary on capacity utilization or export opportunities to assess sustainability of the current trend.

Based on filing content and financial data. Not a recommendation.

Read the full analysis

Quarterly trends, balance sheet, cash flow, peer comparison, and AI insights — sign up free to unlock.

2 free AI queries per day.

✨ Deep Dive with AI on CHAMBLFERT

Data sourced from stock announcements. Analysis generated by StockFin.ai.
For informational purposes only — not investment advice. Updated 2026-07-15.

📡 Get AI alerts when CHAMBLFERT files new disclosures

Track CHAMBLFERT filings, board meetings, and corporate actions. Free email alerts at 5 PM.

Track CHAMBLFERT — Free

Free account · 2 AI queries/day