Chambal Fertilisers & Chemicals Ltd. · NSE:CHAMBLFERT
Chambal Fertilisers & Chemicals — Investor Presentation (March 2026)
45 slides from Chambal Fertilisers & Chemicals's investor presentation, Mar 20, 2026
Slide 1: Stock exchange cover letter
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Ref. No. CFCL/SE/2025-26/87 March 20, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Tower, Exchange Plaza, Plot No.C1, G Block 25th Floor, Dalal Street ISB Centre, Bandra Kurla Complex, Mumbai – 400 001 Bandra (East) Mumbai – 4
Slide 2: Investor Presentation March 2026
Chambal Chambal Fertilisers Fertilisers & Chemicals and Chemicals Ltd. Limited Investor Presentation February March 2026 2026 1
Slide 3: Snapshot
Snapshot CHAMBAL FERTILISERS AND CHEMICALS LIMITED 40+ 3.4 MMTPA 3 Urea Manufacturing Plants Years of industry presence Urea Manufacturing at single location Capacity No. 1 ~10% 14 Private-sector States Covered manufacturer of Urea Urea Market Share 76,000+ 4,700+ AA+ Crisil Rating for bank loan Ret
Slide 4: Company Overview
Company Overview CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Established in 1985 by Dr. KK Birla, Chambal Fertilisers and Chemicals Limited (CFCL) is one of India’s leading fertiliser companies and the largest private-sector manufacturer of Urea. Operational Revenue & EBITDA (Standalone) (INR Mn ) •
Slide 5: Journey
Journey Journey CHAMBAL FERTILISERS AND CHEMICALS LIMITED 1985 1993 1994 1997-1999 2000 2010 2015–2017 2018 2019 2024-2025 Incorporated Initial Commissioning Commissioning of Launch of Urea Strategic exit Commissioning Commercial Completed a as Aravali Public of Gadepan-I; Gadepan-II, Uttam producti
Slide 6: Board of Directors
Board of Directors CHAMBAL FERTILISERS Chairman AND CHEMICALS LIMITED Mr. Saroj Kumar Poddar is a gold medallist in B. Com (Hons) from Calcutta Non-Executive Independent Director University. He is the Chairman of Adventz group. Under the leadership of Mr. Mr. Vivek Mehra is a Chartered Accountant an
Slide 7: Leadership Team
Leadership Team CHAMBAL FERTILISERS AND CHEMICALS LIMITED Business Head - Manufacturing Operations Chief Financial Officer Mr. Anuj Jain has more than 40 years of experience in finance, Mr. Narinder Goyal has more than 33 years of work experience in the accounts, internal audit and secretarial funct
Slide 8: Geographical Presence
Geographical CHAMBAL FERTILISERS AND CHEMICALS LIMITED Presence Marketing network PAN India reach covering comprises of ~ 90% of market Product portfolio comprises Urea, DAP, MOP, NPK, CPC, Regional SN & Seeds offices Deeply entrenched dealer & 19 distribution network and brand association built ove
Slide 9: Awards
Awards CHAMBAL FERTILISERS AND CHEMICALS LIMITED Operational Excellence Innovation Sustainability & Energy Efficiency • FAI Award for Best • FAI Award for Production Performance Technical • Rajasthan Energy – Runner-up (FY25) Innovation – Conservation Award – Winner (FY22) Winner (FY26 & FY22) • FAI
Slide 10: Awards
Awards CHAMBAL FERTILISERS AND CHEMICALS LIMITED 9
Slide 11: Certifications
Certifications CHAMBAL FERTILISERS AND CHEMICALS LIMITED Environment Management Occupational Health and Safety Quality Management System System ISO 14001:2015 System OSHAS 45001:2018 ISO 9001:2015 Certification by Certification by BSI Certification by BSI BSI 10
Slide 12: Business Overview
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Business Overview 11
Slide 13: Business Segments – Revenue share for 9M-FY26
Business Segments – Revenue share for 9M-FY 26 CHAMBAL FERTILISERS AND CHEMICALS LIMITED P&K Crop Protection Urea Complex Chemicals, Fertilisers Speciality Nutrients & Seeds 56% 37% 7% 12
Slide 14: Urea
Urea CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Leading private-sector urea manufacturer with ~3.4 MMTPA installed capacity across three Revenue (INR Mn) & EBIT Margins (%) gas-based plants at a single integrated complex in Gadepan, Rajasthan. 1,66,891 35. 00% • The largest private-sector urea manu
Slide 15: Integrated Manufacturing Complex
Integrated Manufacturing Complex CHAMBAL FERTILISERS AND CHEMICALS LIMITED Urea Manufacturing Process From Natural Gas Ammonia + CO2 Urea Converted to Solid Prills Packaged Urea Bharat Urea Gadepan-I Gadepan-II Gadepan-III Ammonia Plant with capacity Ammonia Plant has capacity One of the most energy
Slide 16: Complex Fertilisers
Complex Fertilisers CHAMBAL FERTILISERS AND CHEMICALS LIMITED Revenue (INR Mn) & EBIT Margins (%) • CFCL markets DAP, MOP, TSP and multiple NPK grades to meet requirement of Nitrogen (N), Phosphorus (P) and Potassium (K) for balanced crop nutrition. 40. 00% 1,03,670 35. 00% • Benefits from increasin
Slide 17: Complex Fertiliser Products
Complex Fertiliser Products CHAMBAL FERTILISERS AND CHEMICALS LIMITED Bharat DAP Bharat APS Bharat NPK Bharat NPK 12:32:16 20:20:0:13 10:26:26 Bharat NPK Bharat MOP Bharat TSP 15:15:15:09 16
Slide 18: Crop Protection Chemicals and Others
Crop Protection Chemicals and Others CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Holds ~3% market share across insecticides, fungicides, herbicides, speciality nutrients and Revenue (INR Mn) & EBIT Margins (%) biologicals, with strong growth momentum (3-year CAGR of 19%). 45. 00% 11,724 • Higher-mar
Slide 19: Crop Protection Chemicals and Others Products
Crop Protection Chemicals and Others Products CHAMBAL FERTILISERS AND CHEMICALS LIMITED Insecticides Fungicides Herbicides & Weedicides Uttam Uttam Uttam Uttam Uttam Uttam Uttam Isoprthveer LUCIDA Uttam Agros Uttam Hikaru Lexon Febkol Manconil Flauzi Nodachi No Grass Meraki Uttam Uttam Uttam Uttam U
Slide 20: Speciality Nutrients Products
Speciality Nutrients Products CHAMBAL FERTILISERS AND CHEMICALS LIMITED Uttam Sulton Uttam Suflino Gold Uttam Zinc Uttam Sampoorn Uttam Calrich Recharge NPK Uttam Superrhiza Uttam Pranam Uttam Superrhiza Uttam Flos-Z 19:19:19 +TE 19
Slide 21: Integrated Sourcing Framework for CPC & SN
Integrated Sourcing Framework for CPC & SN CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Partnerships with innovators in Japan, US, Europe & the Middle East • Access to new-age CPC & SN products Global Innovation • Biological collaborations with R&D institutions Access • Alliances with integrated manu
Slide 22: Farmer Connect Program
Farmer Connect Program CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Since inception, ADL (agriculture development labs) have analyzed more than 10 Lakhs soil samples and delivered analysis report to promote balance nutrients usage. • Seed to Harvest (S2H), a unique demand generation project, has enro
Slide 23: Strategic Overview
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Strategic Overview 22
Slide 24: Growth Drivers
Growth Drivers CHAMBAL FERTILISERS AND CHEMICALS LIMITED Agriculture: • Sustained government focus on food security, MSP support and rural income growth. • Rising irrigation coverage and cropping intensity driving higher input usage. • Shift toward yield optimisation and balanced nutrition, increasi
Slide 25: Strategic Overview – Diversified Agri & Industrial Platform
Strategic Overview – Diversified Agri & Industrial Platform CHAMBAL FERTILISERS AND CHEMICALS LIMITED Portfolio Diversification & Premiumisation • Expanding presence in P&K fertilisers under the Nutrient Based Subsidy regime. • Higher-margin crop protection, biologicals Distribution-Led Competitive
Slide 26: Technical Ammonium Nitrate Project Update
Technical Ammonium Nitrate Project Update CHAMBAL FERTILISERS AND CHEMICALS LIMITED 99.86% 99.80% 88.01% 92.65% Engineering Procurement 70.32% Construction Overall Construction Completion Total Project Cost INR 16,450 Million Production Capacity Amount spent on project Project implementation Constru
Slide 27: CFCL and TERI Centre of Excellence for Sustainable Agriculture
CFCL and TERI establish a Centre of Excellence for Sustainable CHAMBAL FERTILISERS AND CHEMICALS LIMITED Agriculture. MOU Signed The MOU for establishment of the CFCL-TERI Centre of Excellence for Advanced and Sustainable Agriculture Solutions was signed by Mr. Abhay Baijal, Managing Director, CFCL
Slide 28: Corporate Social Responsibility
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Corporate Social Responsibility 27
Slide 29: Corporate Social Responsibility Initiatives (as on 31-12-2025)
Corporate Social Responsibility Initiatives (as on 31-12-2025) CHAMBAL FERTILISERS AND CHEMICALS LIMITED PROJECT AKSHAR PROJECT SAKSHAM Pre school and School Initiatives Technical & Vocational Education initiative 5 Industrial Training Institutes 57 Government Schools 1 Govt. Polytechnic College 47
Slide 30: Corporate Social Responsibility Initiatives
Corporate Social Responsibility Initiatives CHAMBAL FERTILISERS AND CHEMICALS LIMITED PROJECT AROGYA PROJECT PRAGATI Health and Sanitation Initiatives Employability and Empowerment initiative initiative 4 Government PHCs Support to Self Help Groups, 31 Villages, 100+ Educational Institutions One Vil
Slide 31: Corporate Social Responsibility Initiatives
Corporate Social Responsibility Initiatives CHAMBAL FERTILISERS AND CHEMICALS LIMITED PROJECT SAAKAR PROJECT BHOOMI PROJECT UDAAN Rural Development Initiatives Environmental Sustainability Initiative Promotion of Sports 5 Industrial Training Institutes 4 Government PHCs 4 Government PHCs 1 Govt. Pol
Slide 32: Industry Overview
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Industry Overview 31
Slide 33: Indian Fertiliser Industry
Indian Fertiliser Industry CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Globally, India is the second-largest consumer and third-largest producer of fertilisers. India's Fertiliser Consumption Others • India’s fertiliser market is expanding (~USD 46 bn in 2025 → ~USD 63 bn by 2030, ~6% 10% Specialty
Slide 34: Evolution of Fertiliser Subsidies in India
Evolution of Fertiliser Subsidies in India CHAMBAL FERTILISERS AND CHEMICALS LIMITED 2022–23 – Gas Price Spike Subsidy outgo surged; 2018 – Direct Benefit Transfer (DBT) GoI absorbed global cost Subsidy linked to actual sales via shock. PoS. Improved transparency; reduced leakage. 2010 – Nutrient Ba
Slide 35: CPC & SN Solutions – Industry Opportunity
CPC & SN (including Biological) Solutions – Industry Opportunity CHAMBAL FERTILISERS AND CHEMICALS LIMITED • India is a key global CPC hub with strong exports to the US, Brazil and EU, supported by cost competitiveness and chemistry capabilities. Indian Agrochemical Market Size • The seeds market (~
Slide 36: Technical Ammonium Nitrate – Industry Opportunity
Technical Ammonium Nitrate (TAN) – Industry Opportunity CHAMBAL FERTILISERS AND CHEMICALS LIMITED Structural Demand Drivers Demand–Supply Gap in India Import Dependence & Policy Support • Used primarily in mining, coal, cement, • Domestic production significantly below • Imports dependence is expect
Slide 37: Financial Overview
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Financial Overview 36
Slide 38: Historical Income Statement - Standalone
Historical Income Statement - Standalone CHAMBAL FERTILISERS AND CHEMICALS LIMITED Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Operational Income 2,77,728 1,79,664 1,66,462 1,80,086 Total Expenses 2,59,517 1,59,222 1,41,620 1,55,846 EBITDA 18,211 20,442 24,842 24,240 EBITDA Margins (%) 6.56% 11.38%
Slide 39: Historical Balance Sheet - Standalone
Historical Balance Sheet- Standalone CHAMBAL FERTILISERS AND CHEMICALS LIMITED Particulars (INR Mn) FY24 FY25 H1-FY26 Particulars (INR Mn) FY24 FY25 H1- FY26 Equity Non-Current Assets a) Equity Share Capital 4,007 4,007 4,007 a) Property, plant and equipment 64,009 62,036 60,709 b) Other Equity 67,2
Slide 40: Historical Income Statement – Consolidated
Historical Income Statement – Consolidated CHAMBAL FERTILISERS AND CHEMICALS LIMITED Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Operational Income 2,77,728 1,79,664 1,66,462 1,80,086 Total Expenses 2,59,534 1,59,231 1,41,628 1,55,852 EBITDA 18,194 20,433 24,834 24,234 EBITDA Margins (%) 6.55% 11.37
Slide 41: Historical Balance Sheet - Consolidated
Historical Balance Sheet- Consolidated CHAMBAL FERTILISERS AND CHEMICALS LIMITED Particulars (INR Mn) FY24 FY25 H1-FY26 Particulars (INR Mn) FY24 FY25 H1- FY26 Equity Non-Current Assets a) Equity Share Capital 4,007 4,007 4,007 a) Property, plant and equipment 64,009 62,036 60,709 b) Other Equity 68
Slide 42: Market Debtors vs Subsidy Receivables
Market Debtors CHAMBAL FERTILISERS AND CHEMICALS LIMITED vs Subsidy Subsidy received by CFCL (INR Bn) Receivables 212 59 145 119 27 10 103 21 153 118 109 82 FY23 FY24 FY25 9M-FY26 Urea Complex Fertilizer Receivables (INR Mn) 19,794 16,398 2,654 3,669 1,207 585 1,331 1,025 As on 31st March, 2023 As o
Slide 43: Consolidated Historical Financial Trend
Consolidated Historical Financial Trend CHAMBAL FERTILISERS AND CHEMICALS LIMITED OPERATIONAL REVENUE (INR MN) EBITDA (INR MN) & EBITDA MARGIN (%) PAT (INR MN) & PAT MARGIN (%) 2,77,728 17,840 24,834 24,234 16,494 20,433 12,758 1,79,664 1,80,086 18,194 1,66,462 10,338 14.92% 13.46% 9.91% 9.91% 11.37
Slide 44: Disclaimer
Disclaimer CHAMBAL FERTILISERS AND CHEMICALS LIMITED Chambal Fertilisers and Chemicals Limited This presentation and the accompanying slides (the “Presentation”), prepared by Chambal Fertilisers and Chemicals Limited(the “Company”), are solely for information purposes and do not constitute any offer
Slide 45: Thank You
CHAMBAL FERTILISERS AND CHEMICALS LIMITED Thank Y u 44 44
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