Khaitan Chemicals & Fertilizers Limited Q2 FY26 results deck summary

Results deck of 31 Oct 2025, summarised by AI from the filing.

Q2 FY26 revenue ₹3,086 mn, up 34% year-on-year, with PAT ₹215 mn

Key takeaways

1. Q2 revenue Operational revenue ₹3,086 mn, up 34% year-on-year
2. Q2 PAT Profit after tax ₹215 mn (Q2-FY25: loss ₹31 mn)
3. Growth drivers Strong SSP demand, improved realizations, and higher sales volumes drove growth
4. Subsidy support Government approved ₹37,952 cr subsidy for P&K fertilizers (Rabi 2025-26)

Original filing on BSE

Khaitan Chemicals & Fertilizers Limited Q1 FY27 results

As filed: Revenue ₹221 cr (−6% year on year), EBITDA ₹23.6 cr (−24% year on year), PAT ₹10.9 cr (−48% year on year), EBITDA margin 10.7% (−258 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹193 cr (+20% year on year), EBITDA ₹17.7 cr (+77% year on year), PAT ₹1.3 cr (−86% year on year), EBITDA margin 9.2% (+294 bps). Score 49 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 294 bps year on year. Revenue fell 27% from last quarter. Share price after the results: −11.7% in 29 days (Nifty 500: −0.7%).
• Q3 FY26: Revenue ₹266 cr (+34% year on year), EBITDA ₹32.6 cr (+196% year on year), PAT ₹20.4 cr (+57% year on year), EBITDA margin 12.3% (+672 bps). Score 56 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 672 bps year on year. Tax rate 1%. Revenue fell 14% from last quarter. Share price after the results: −4.6% in 30 days (Nifty 500: +2.5%).
• Q2 FY26: Revenue ₹309 cr (+34% year on year), EBITDA ₹32.0 cr (+256% year on year), PAT ₹21.0 cr, EBITDA margin 10.4% (+646 bps). Score 80 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA growth was well above it. EBITDA margin rose 646 bps year on year. Tax rate 0%. Revenue rose ₹78.0 cr on a year ago, more than the ₹38.0 cr it added the year before. Share price after the results: −33.9% in 30 days (Nifty 500: +0.5%).
• Q1 FY26: Revenue ₹234 cr (+80% year on year), EBITDA ₹31.0 cr, PAT ₹21.0 cr, EBITDA margin 13.3% (+1,000 bps). Score 63 of 100, In line with trend. Revenue growth was above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate 0%. Share price after the results: −2.0% in 30 days (Nifty 500: −1.9%).
• Q4 FY25: Revenue ₹161 cr (+216% year on year), EBITDA ₹10.0 cr, PAT ₹9.0 cr, EBITDA margin 6.2% (+1,000 bps). Score 85 of 100, Above trend. Revenue growth was well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate -800%. Revenue fell 19% from last quarter. Share price after the results: +32.4% in 30 days (Nifty 500: +2.4%).
• Q3 FY25: Revenue ₹199 cr (+57% year on year), EBITDA ₹11.0 cr, PAT ₹13.0 cr, EBITDA margin 5.5% (+1,000 bps). Score 83 of 100, Above trend. Revenue growth was well above the company's own trend. EBITDA margin rose 1000 bps year on year. Tax rate -1200%. Revenue fell 14% from last quarter.
• Q2 FY25: Revenue ₹231 cr (+20% year on year), EBITDA ₹9.0 cr (−18% year on year), PAT −₹3.0 cr, EBITDA margin 3.9% (−180 bps). Score 15 of 100, Below trend. EBITDA margin fell 180 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Khaitan Chemicals & Fertilizers Limited earnings call, investor presentation and press release summaries

• Q4 FY26: Results deck (24 Apr 2026)
• Q3 FY26: Results deck (22 Jan 2026)
• Q2 FY26: Results deck (31 Oct 2025)
• Q1 FY26: Results deck (28 Aug 2025), Results press release (24 Jul 2025)