National Fertilizers Ltd. · NSE:NFL
National Fertilizers — Q2 FY2026 Earnings Presentation
23 slides from National Fertilizers's earnings presentation, Sep 30, 2025
Slide 1: National Fertilizers Limited Investor's Presentation
National Fertilizers Limited Investor’s Presentation Quarter and Half year ended September 30th 2025 1
Slide 2: Company at a Glance
Company at a Glance Incorporated on 23rd August, 1974. A Navratna Central Public Sector Enterprise 2nd largest Urea Player in India Largest Urea Player among PSUs Share Capital Details as on 30th September 2025 Shareholding Pattern as on 30th September 2025 Government of India 1000 2645.60 18.39 C
Slide 3: Vision & Mission
Vision & Mission Vision “To be a leading Indian company in fertilizers and beyond with commitment to all stakeholders.” Mission Committed to serve Farming + Timely supply of Fertilizers and + Quality Assurance Community & Other Customers other services Safety Measures + Ethical Practices + Professio
Slide 4: Manufacturing Edge
Manufacturing Edge NFL has its plants strategically located in key crop producing states Nangal, Punjab All plants ISO-9001-2008, ISO-14001-2004 & OHSAS-18001 certified Urea Capacity (RAC) 4.79 LMT p.a. Nitric Acid Capacity 182820 MT p.a. RFCL (JV), Telangana Ammonium Nitrate Capacity 1,18,800 MT p.
Slide 5: Marketing Territories
Marketing Territories Noida Central Marketing Chandigarh Office Zonal Marketing Office 4000+ Dealers Pan India Distribution Network Lucknow Zonal Marketing Office Mundra (Gujarat) Port* Tuna (Gujarat) Bhopal Port* Zonal Marketing Office Kandla (Gujarat) Port* Paradeep (Odisha) Port* Pipavav (Gujarat
Slide 6: Multi-product Company with an established Brand – Kisan
Multi-product Company with an established Brand – “Kisan” All Fertilizers & Agri Input Offerings Traded Products Bharat Urea Bharat DAP Bio Fertilizers • DAP • Calcium Nitrate • MOP • Compost • NPK • Certified Seeds • NPS, APS • Agrochemicals • WSF • Seaweed Granule • Potash from Molasses • Fermente
Slide 7: Performance & Trends
PERFORMANCE & TRENDS 7
Slide 8: Production of Urea
PRODUCTION OF UREA Capacity utilization 114.96% 114.19% 121.81% 109.06% 117.59% (LMT) w.r.t. RAC in % TOTAL 39.35 VIJAIPUR-II 37.14 36.89 37.99 35.23 VIJAIPUR- I 11.87 11.26 BATHINDA 11.61 11.23 9.54 9.74 10.43 10.50 10.41 9.66 PANIPAT 5.50 4.72 5.83 5.28 5.77 5.15 5.30 5.70 4.68 5.83 NANGAL 5.14 5.
Slide 9: Sale of All Fertilizers (Quantity) LMT
Sale of All Fertilizers (Quantity ) LMT 80 70 11.58 9.01 Indigenous Traded 60 0.50 Fertilizers 13.16 4.57 50 17.53 19.01 21.28 12.69 15.27 Imported Traded 40 Fertilizers 30 Own Manfactured 20 37.52 40.18 39.86 Fertilizers (Urea, 36.88 34.76 Bio, Bentonite 10 Sulphure) 0 2024-25 2023-24 2022-23 2021-
Slide 10: Financial Performance at a Glance
FINANCIAL PERFORMANCE AT A GLANCE Rs. Crore Profit Before Tax Profit After Tax 700 600 610 500 456 400 300 344 250 200 100 145 104 76 89 65 108 (Rs. Crore) 0 2024-25 2023-24 2022-23 2021-22 2020-21 10
Slide 11: Key Financial Ratio
KEY FINANCIAL RATIO Earning Per Share (Rs. 10/- each) (No. of Times) Current Ratio (Rs./Share ) 1.20 10 9.30 1.15 1.15 8 1.10 1.11 6 1.05 1.06 1.05 5.09 4 1.00 1.01 1.32 2 2.21 0.95 1.55 0 0.90 2020-21 2021-22 2022-23 2023-24 2024-25 2020-21 2021-22 2022-23 2023-24 2024-25 Return on Capital Employed
Slide 12: Performance for the Half Year Ended September 2025
PERFORMANCE FOR THE HALF YEAR ENDED SEPTEMBER 2025 12
Slide 13: Sales Performance Highlights
SALES PERFORMANCE HIGHLIGHTS SALES OF OWN MANUFACTURED FERTILIZERS SALES OF TRADED FERTILIZERS 20 19 17 18 13 17 18.98 9 17.63 10.87 11.38 16 5 15 HY ENDED FY25 HY ENDED FY26 HY ENDED FY25 HY ENDED FY26 (LMT) SALES OF ALL FERTILIZERS 35 33 31 29 27 29.85 29.01 25 HY ENDED FY25 HY ENDED FY26 13
Slide 14: Financial Performance
FINANCIAL PERFORMANCE Rs. In Crore HY ENDED HY ENDED SEPT 25 SEPT 24 Revenue from Operations 10297.24 9482.14 Profit/(Loss) Before Tax (55.06) (67.72) Profit/ (Loss) After Tax (42.31) (51.97) 14
Slide 15: Performance for the Q-2 FY2026
PERFORMANCE FOR THE Q-2 FY2026 15
Slide 16: Sales Performance Highlights
SALES PERFORMANCE HIGHLIGHTS SALES OF OWN MANUFACTURED FERTILIZERS SALES OF TRADED FERTILIZERS 12 12 10 10 8 8 6 6 9.59 9.55 4 8.24 4 2 2 4.71 0 0 Q2 FY25 Q2 FY26 Q2 FY25 Q2 FY26 (LMT) SALES OF ALL FERTILIZERS 18.00 16.00 14.00 12.00 10.00 17.79 8.00 14.30 6.00 4.00 2.00 Q2 FY25 Q2 FY26 16
Slide 17: Financial Performance
FINANCIAL PERFORMANCE Rs. In Crore Q2 FY26 Q2 FY25 Revenue from Operations 6763.07 4390.36 Profit/(Loss) Before Tax (10.32) (13.80) Profit/ (Loss) After Tax (10.21) (10.64) 17
Slide 18: Energy Consumption
ENERGY CONSUMPTION (Gcal/MT OF UREA) Energy Norms for Actual Energy Units 2025-26 HY Ended Sept 25 Nangal 6.500 6.304 Panipat 6.500 6.338 Bathinda 6.500 6.331 Vijaipur I 5.500 5.864 Vijaipur II 5.500 5.701 18
Slide 19: Segment Results
SEGMENT RESULTS 19
Slide 20: Segment Performance for HY Ended Sept-2025
SEGMENT PERFORMANCE FOR HY ENDED SEPT-2025 SEGMENT REVENUE SEGMENT RESULTS Rs. Crore Rs. Crore 516 5% Manufactured Fertilizers Manufactured Fertilizers (Urea, Bentonite Sulphur,Bio (Urea, Bentonite fertilizers) Sulphur,Bio fertilizers) (50) Manufactured Chemicals 75 (52%) Manufactured Chemicals 3368
Slide 21: Consolidated Accounts
CONSOLIDATED ACCOUNTS 21
Slide 22: Consolidated Accounts
CONSOLIDATED ACCOUNTS Rs. Crore STANDALONE CONSOLIDATED Particulars HY ENDED HY ENDED HY ENDED HY ENDED SEPT 25 SEPT 24 SEPT 25 SEPT 24 Revenue from operations 10297.24 9482.14 10297.24 9482.14 Total Expenses 10275.55 9438.53 10275.55 9438.53 Profit/(Loss) from operations before other income, 21.69
Slide 23: Thank You
THANK YOU 23
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