Latest news with #ChambalFertilisers
Yahoo
12-05-2025
- Business
- Yahoo
Chambal Fertilisers & Chemicals Ltd (BOM:500085) Q4 2025 Earnings Call Highlights: Strong ...
Release Date: May 09, 2025 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Chambal Fertilisers & Chemicals Ltd (BOM:500085) reported a 24% growth in profit after tax for the full year, indicating strong financial performance. The company achieved a significant increase in production volumes, with a year-over-year growth of 34%. Subsidy receipts were timely, with a large proportion received on time, improving cash flow management. The company introduced 12 new crop protection products, expanding its product portfolio to 64 distinct products. Chambal Fertilisers & Chemicals Ltd (BOM:500085) is focusing on energy efficiency projects, which are expected to reduce costs and improve margins. Two of the company's plants underwent shutdowns, impacting production volumes temporarily. There are geopolitical uncertainties affecting the import of DAP, which could impact future trading volumes. The company faces challenges in maintaining margins due to fluctuating global supply dynamics, particularly with China. The complex fertilizer segment showed low profitability, raising concerns about asset utilization and financial costs. There is uncertainty regarding the government's policy on fixed cost reimbursement, which could affect future financial planning. Warning! GuruFocus has detected 8 Warning Signs with BOM:500085. Q: What is Chambal Fertilisers' stance on DAP imports, and how does it affect NPK volumes? A: The CFO, Mr. Arnold Jan, explained that the government has adjusted to a cost-plus mode, and Chambal Fertilisers has contracted 30,000 tons, including TSP. They are optimistic about surpassing last year's volumes, despite geopolitical uncertainties. The availability of DAP globally should not significantly impact NPK volumes as they cater to specific crops and have substitutes. Q: Are there any capacity expansion plans for the next 2-3 years, and when will the technical ammonium nitrate project be operational? A: The Managing Director, Mr. Ariel, mentioned that they continuously examine energy efficiency projects that can increase capacity. The technical ammonium nitrate project is expected to start commercial operations in January 2026, contributing to revenues by the third or fourth quarter of FY26. Q: What are the drivers for improved margins in the crop protection segment, and how do you see growth in this area? A: Mr. Ariel highlighted that efficient mechanisms and alliances have helped maintain margins. The introduction of new products and strategic sourcing have been key. The crop protection segment is expected to see robust growth due to normal monsoon forecasts and reduced inventory pressures. Q: How does the company plan to handle the potential risk from China's fluctuating supply of fertilizers? A: Mr. Ariel noted that while China's supply has become inconsistent, Chambal Fertilisers is confident in sourcing from other geographies like Morocco, Saudi Arabia, and the US. The global supply remains steady, and the company is working on creating long-term MOUs to ensure a stable supply. Q: What is the expected impact of the technical ammonium nitrate project on revenues and margins? A: The project is expected to have a capacity of 240,000 tons, with product prices ranging from 35,000 to 40,000 per ton. The company aims for 80-90% capacity utilization, with financial planning being more conservative. The project is anticipated to contribute significantly to revenues and margins once operational. For the complete transcript of the earnings call, please refer to the full earnings call transcript. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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Business Standard
07-05-2025
- Business
- Business Standard
5 stocks that look good on charts amid market volatility; check list here
Equity markets are likely to experience high volatility in the coming days amid fears of escalation of conflicts between India and Pakistan. That apart, the upcoming US Fed meeting outcome and FII trading activity may weigh on the market sentiment. As such, here are 5 stocks from the midcap and smallcap universe that look favourably placed on the technical charts. Glenmark Pharma Current Price: ₹ 1,408 Upside Potential: Support: ₹ 1,360 Resistance: ₹ 1,460; ₹ 1,490; ₹ 1,535 Glenmark Pharma stock is expected to trade with a favourable bias as long as the stock holds above ₹ 1,360 levels. On the upside, the stock can potentially surge to ₹ 1,670; with interim resistance likely around ₹ 1,460, ₹ 1,490 and ₹ 1,535 levels. Chambal Fertilisers Current Price: ₹ 707 Upside Potential: Support: ₹ 675 Resistance: ₹ 738; ₹ 767 Chambal Fertilisers has been trading at record high levels. The stock has significantly outperformed the benchmark indices, with a rally of over 43 per cent thus far in 2025, as against 3 per cent gain on the BSE Sensex and the NSE Nifty. CLICK HERE FOR THE CHART The price-to-moving averages action remains positive, as the stock trades firmly above its key moving averages across time-frames. The near-term bias for the stock is expected to remain positive as long as the stock holds above ₹ 675. On the upside, the stock can potentially soar to ₹ 807 levels, with interim resistance likely around ₹ 738 and ₹ 767 levels. ALSO READ: How can retail investors make money in the current markets? Max Healthcare Current Price: ₹ 1,159 Upside Potential: Support: ₹ 1,105; ₹ 1,090 Resistance: ₹ 1,207; ₹ 1,236 The near-term bias for Max Healthcare is expected to remain favourable as long as the stock holds above ₹ 1,104 - ₹ 1,090 support zone. On the upside, the stock can potentially target ₹ 1,275 levels, with interim resistance likely around ₹ 1,207 and ₹ 1,236 levels. CLICK HERE FOR THE CHART Blue Dart Express Current Price: ₹ 6,500 Upside Potential: Support: ₹ 6,340; ₹ 6,000 Resistance: ₹ 6,735; ₹ 6,930 Blue Dart stock is seen attempting to make higher highs and higher lows on the daily scale. Chart shows presence of near support at ₹ 6,340; and far-off support at ₹ 6,000-mark. On the upside, the stock may attempt a rally towards its 200-day Simple Moving Average (200-DSMA), which stands at ₹ 7,250 levels. Interim resistance for the stock can be anticipated at ₹ 6,735 and ₹ 6,930 levels. CLICK HERE FOR THE CHART CCL Products Current Price: ₹ 719 Upside Potential: Support: ₹ 693; ₹ 664 Resistance: ₹ 746; ₹ 790 CCL Products has given a fresh breakout on the daily scale in trades on Wednesday. The outlook for the stock is likely to remain upbeat as long as the stock holds above ₹ 693; below which support for the stock can be anticipated around its 200-DSMA at ₹ 664. On the upside, the stock can surge to ₹ 830 levels, with interim resistance likely around ₹ 746 and ₹ 790 levels.
