Coromandel International Ltd (COROMANDEL) Q4FY26 Concall Summary - Mar-2026 Qtr
Performance Overview
- The company demonstrated a resilient operational performance in Q4, achieving a 19% growth in revenue to INR 6,058 crores and a 16% increase in EBITDA to INR 494 crores, despite significant challenges from raw material price volatility and supply chain disruptions.
- The Crop Protection business was a standout performer, with its standalone revenue growing 15% to INR 3,054 crores for the full year, and profitability increasing by 55% to INR 569 crores, driven by strong domestic and export demand.
- The company successfully commissioned its new 2,000 TPD sulphuric acid plant and 650 TPD phosphoric acid plant at Kakinada, significantly enhancing its backward integration capabilities and raw material security.
- The retail business expanded its footprint by adding over 300 new stores and grew by over 30% in FY26, leveraging technology-driven solutions like drone spraying and precision advisory services.
- The company faced margin compression in the fertiliser segment due to a sharp increase in raw material costs not fully covered by the announced NBS subsidy rates, a major point of discussion with the government.
Financial Metrics
Log in to Stocksigma to read the Financial Metrics section of this summary.
Operating Performance / Business Segments
Log in to Stocksigma to read the Operating Performance / Business Segments section of this summary.
Key Discussions & Insights
Log in to Stocksigma to read the Key Discussions & Insights section of this summary.
Outlook and Guidance
Log in to Stocksigma to read the Outlook and Guidance section of this summary.
Challenges / Concerns
Log in to Stocksigma to read the Challenges / Concerns section of this summary.
Industry / Competitive Landscape
Log in to Stocksigma to read the Industry / Competitive Landscape section of this summary.
Overall Summary
Log in to Stocksigma to read the Overall Summary section of this summary.