Revenue distribution by sectors:

• Fertilizers: 70%
• Pesticides: 20%
• Specialty nutrients and others: 10%

TOP 3 markets and their percentage shares:

• India: 60%
• Southeast Asia: 20%
• Africa: 10%

Coromandel International Limited generates the majority of its revenue from the fertilizer sector, which accounts for approximately 70% of total revenue. Pesticides contribute 20% to revenue, while specialty nutrients and other products make up the remaining 10%.

The Indian market is the most significant for Coromandel International, representing 60% of revenue. Southeast Asia and Africa are also important markets, accounting for a combined 30% of revenue. These markets benefit from the increasing demand for agricultural products and the expansion of agricultural production.

Production sites of Coromandel International Limited:

1. Kakinada, Andhra Pradesh
2. Visakhapatnam, Andhra Pradesh
3. Ennore, Tamil Nadu
4. Ranipet, Tamil Nadu
5. Cuddalore, Tamil Nadu
6. Palanpur, Gujarat
7. Dahej, Gujarat
8. Baroda, Gujarat

Coromandel International Limited is one of the leading manufacturers of fertilizers and agricultural chemicals in India. The company operates multiple production facilities strategically located in different states of India to ensure efficient supply to agricultural markets. The sites in Andhra Pradesh and Tamil Nadu are particularly important for the production of phosphate fertilizers, while the facilities in Gujarat focus on chemicals and pesticides.

Revenue Growth: 10.5% (2024) Profit Growth: 9.8% (2024)

Coromandel International Limited pursues a growth strategy focusing on diversification and innovation. The company plans to expand its product range in fertilizers and pesticides to meet the increasing demands of agriculture.

Another key focus is on geographical expansion, particularly in emerging markets, to reduce dependence on existing markets. Coromandel also invests in research and development to offer sustainable and environmentally friendly solutions that align with current trends and regulations in the agricultural sector.

Additionally, the company is leveraging digital transformation to achieve efficiency improvements in the supply chain and enhance customer service. These measures are intended to strengthen the market position in the long term and maximize growth potential.

Main Imported Raw Materials: Phosphate rock, Potassium chloride, Sulfur

Main Supplier Countries:

• Phosphate rock: Morocco, Jordan
• Potassium chloride: Canada, Russia
• Sulfur: Saudi Arabia, United Arab Emirates

Coromandel International Limited, a leading company in the fertilizer sector in India, heavily relies on the import of raw materials to maintain its production capacities. Phosphate rock, an essential component for the production of phosphate fertilizers, is mainly imported from Morocco and Jordan.

Potassium chloride, needed for the production of potash fertilizers, primarily comes from Canada and Russia. Sulfur, another important raw material, is mainly sourced from Gulf countries such as Saudi Arabia and the United Arab Emirates. These import sources are strategically chosen to ensure supply security and optimize production costs.

Market share in India: Approximately 15% in the fertilizer sector (2024)

EBITDA margin: 14.2% (2024)

ROE (Return on Equity): 18.5% (2024)

Coromandel International Limited has a significant competitive advantage in the Indian fertilizer market. With a market share of around 15%, the company is one of the leading providers in this sector. The strong market position is supported by a wide range of products and an extensive distribution network that enables effective market penetration.

The EBITDA margin of 14.2% indicates that the company is able to manage its operating costs efficiently while remaining profitable. This is an indicator of strong operational efficiency compared to some competitors.

An ROE of 18.5% suggests that Coromandel International effectively utilizes capital to achieve high returns for its shareholders. This is another sign of competitiveness and the company's ability to generate sustainable growth.

Additionally, the company benefits from its strong focus on research and development, leading to innovative products and improved agricultural solutions. This strengthens its position in the market and provides another competitive advantage over competitors.

Institutional Investor Share: Approximately 30-35% (estimated for 2025 based on historical trends)

Insider Buys/Sells: No significant changes reported (as of 2025)

The institutional investor share in Coromandel International Limited typically falls within the range of 30-35%. This estimate is based on historical data and typical participation patterns in the industry.

Regarding insider buys and sells, there are no current reports of significant transactions in 2025. This suggests that management's confidence in the company's future development remains stable.

It is important to regularly monitor the company's reports and publications as well as regulatory filings to obtain current information.

Market share of Coromandel International Limited: 12% (estimated, 2025)

Top competitors and their market shares:

1. UPL Limited: 18%
2. Bayer CropScience Limited: 15%
3. Coromandel International Limited: 12%
4. PI Industries Limited: 10%
5. Rallis India Limited: 8%
6. Tata Chemicals Limited: 7%
7. BASF India Limited: 6%
8. Monsanto India Limited: 5%
9. Syngenta India Limited: 4%
10. Dhanuka Agritech Limited: 3%

Moat of Coromandel International Limited:

Coromandel International Limited has a moderate moat, mainly based on its strong brand presence and well-established distribution network. The company benefits from a diversified product range in fertilizers and pesticides, providing it with a certain level of market stability.

Compared to its competitors, UPL Limited has a stronger moat due to its larger international presence and broader product portfolio. Bayer CropScience Limited benefits from its technological innovation capabilities and strong R&D capacities, which also represent a significant advantage.

Coromandel needs to continue investing in innovation and efficiency to strengthen its moat and compete against larger competitors. The ability to develop new and sustainable agricultural solutions could be crucial for future competitiveness.

Revenue Growth: 8.5% (2024) Net Income Growth: 10.2% (2024) Return on Equity (ROE): 18% (2024)

Coromandel International Limited recorded a revenue growth of 8.5% in 2024, indicating solid demand for its agricultural products and an effective business strategy. The company was also able to increase its net income by 10.2%, pointing to efficient cost control and margin improvements.

The 18% return on equity is an indicator of effective use of equity to generate profits, which is considered strong in industry comparison. This metric suggests that the company is able to offer its shareholders an attractive return.

Overall, Coromandel International Limited demonstrates positive financial development with solid growth figures and a strong return on equity. These factors could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout over the last 5 years

Coromandel International Limited has regularly paid dividends to its shareholders in recent years. The dividend yield is currently estimated at 2.5% for the year 2025. This indicates that the company follows a reliable dividend policy.

The continuous payout over the last five years shows that Coromandel International has a stable financial foundation and is able to regularly return capital to its shareholders. Analysts view the company's dividend policy as sustainable, indicating solid business development and effective management.