Revenue distribution by sectors:

• Fertilizers: approx. 70%
• Chemicals: approx. 20%
• Other business segments: approx. 10%

TOP 3 markets:

1. India: approx. 60%
2. Southeast Asia: approx. 20%
3. Africa: approx. 10%

Chambal Fertilisers and Chemicals Limited generates the majority of its revenue from the fertilizer sector, driven by strong demand for agricultural products in India. India remains the company's main market, followed by significant export markets in Southeast Asia and Africa. These markets benefit from increasing agricultural production and the need to maximize crop yields through the use of fertilizers.

Production sites of Chambal Fertilisers and Chemicals Limited:

1. Gadepan, Rajasthan, India

Chambal Fertilisers and Chemicals Limited operates its main production facilities in Gadepan, Rajasthan. These facilities have been built in multiple phases and are among the largest fertilizer production sites in India. The strategic location in Rajasthan enables the company to efficiently serve both the domestic and international markets.

Strategy for Future Growth:

Chambal Fertilisers and Chemicals Limited is pursuing a multi-pronged growth strategy to strengthen its market position and ensure future growth.

1. Capacity Expansion: The company is continuously investing in expanding its production capacities to meet the increasing demand for fertilizers. This includes both expanding existing facilities and establishing new production plants.

2. Diversification: In addition to the core production of fertilizers, Chambal plans to diversify its product portfolio to tap into new markets and hedge against market fluctuations.

3. Sustainability and Innovation: Another focus is on developing environmentally friendly and innovative products that align with current trends and regulatory requirements. This includes investments in research and development.

4. Market Expansion: Chambal Fertilisers aims to expand its presence in international markets, particularly in regions with a growing agricultural sector.

These strategic initiatives are intended to enhance the company's competitiveness and achieve long-term profitable growth.

Main raw materials: Natural gas, ammonia, phosphoric acid

Main importing countries:

• Natural gas: Qatar, USA
• Ammonia: Russia, Saudi Arabia
• Phosphoric acid: Morocco, Tunisia

Chambal Fertilisers and Chemicals Limited mainly imports raw materials such as natural gas, ammonia, and phosphoric acid, which are essential for the production of fertilizers. Natural gas is primarily sourced from Qatar and the USA, as these countries have large reserves and a stable export infrastructure.

Ammonia, an important component for the production of nitrogen fertilizers, is mainly imported from Russia and Saudi Arabia. These countries are significant producers of ammonia and offer competitive prices.

Phosphoric acid, needed for the production of phosphate fertilizers, is mainly sourced by the company from Morocco and Tunisia. These North African countries are known for their large phosphate reserves and export capacities.

Market share: Estimate 18% (2026, India)

EBITDA margin: 14.5% (2025)

Return on Equity (ROE): 17.2% (2025)

Chambal Fertilisers and Chemicals Limited has a significant competitive advantage in the Indian fertilizer market. With an estimated market share of 18%, the company is one of the leading providers in the industry. The EBITDA margin of 14.5% indicates solid profitability, pointing to efficient production processes and cost efficiency.

The Return on Equity of 17.2% underscores the company's ability to generate high returns from the invested capital. These metrics suggest that Chambal Fertilisers is well positioned to benefit from the growing demand for fertilizers in India, supported by a strong market presence and operational efficiency.

Institutional Investor Share: 45% (estimated, based on 2023 data)

Insider Buys/Sells: No significant transactions in the last year (estimated, based on 2023 data)

The institutional investor share in Chambal Fertilisers and Chemicals Limited is estimated to be around 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term performance.

Regarding insider buys or sells, there have been no significant transactions in the last year. This could indicate that the management and other insiders have confidence in the current company strategy and see no need to change their positions.

Market share of Chambal Fertilisers and Chemicals Limited: Estimated 10% (2026)

Top competitors and their market share:

1. Indian Farmers Fertiliser Cooperative Limited (IFFCO): 20%
2. National Fertilizers Limited (NFL): 15%
3. Rashtriya Chemicals & Fertilizers Limited (RCF): 12%
4. Gujarat State Fertilizers & Chemicals Limited (GSFC): 11%
5. Chambal Fertilisers and Chemicals Limited: 10%
6. Coromandel International Limited: 9%
7. Tata Chemicals Limited: 8%
8. Deepak Fertilisers and Petrochemicals Corporation Limited: 7%

Moat of Chambal Fertilisers and Chemicals Limited:

Chambal Fertilisers has a moderate moat, mainly supported by its established market presence and efficient production capacities. The company benefits from a strong distribution infrastructure and a solid customer base in India.

In comparison to its competitors, IFFCO has a stronger moat as a cooperative company enjoying broad support from farmers and offering an extensive range of products. NFL and RCF benefit from government support, giving them a certain advantage in market positioning.

Chambal Fertilisers needs to continue focusing on innovation and increasing efficiency to strengthen its moat and compete against rivals. The competition remains intense, and companies with diversified product lines and strong brands tend to have a better moat.

Revenue Growth: 8.5% (2025) EBITDA Margin: 18.2% (2025) Return on Equity (ROE): 14.7% (2025)

Chambal Fertilisers and Chemicals Limited recorded a revenue growth of 8.5% in 2025, indicating stable demand for fertilizers and an effective market strategy. The EBITDA margin of 18.2% shows that the company operates efficiently and is able to generate solid profits from its revenues.

The return on equity of 14.7% suggests that the company effectively utilizes its resources to increase shareholder value. This metric is a positive indicator of profitability and the company's ability to generate profits from invested capital.

In summary, these financial indicators suggest that Chambal Fertilisers has a solid financial foundation and operates in a stable growth environment. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend yield: 3.5% (2023)
Dividend history: Regular payouts over the last 5 years

Chambal Fertilisers and Chemicals Limited has pursued a consistent dividend policy in recent years. The dividend yield recently stood at around 3.5%, which is considered attractive in comparison to the industry.

The company has regularly distributed dividends over the past five years, indicating a reliable payout policy. This continuity demonstrates that Chambal Fertilisers has a stable financial foundation that allows it to regularly return capital to shareholders.

However, future dividend payments depend on the company's performance and market conditions. Analysts view the company's dividend policy as sustainable as long as the current economic conditions persist.