Q4 2024 Chambal Fertilisers and Chemicals Ltd Earnings Call Transcript
Key Points
- Urea business continues to perform well with energy savings schemes delivering better than expected results.
- TAN project is progressing as planned with all statutory approvals in place and significant investments made.
- Focus on Crop Protection and Specialty Nutrients business is on track to achieve targeted EBITDA by FY26-FY27.
- Strong pipeline of 12 new Crop Protection Chemicals (CPC) products for FY25, with a focus on Weedicides.
- Introduction of innovative biological products like Superrhiza and Bio nano Phosphorus, developed in collaboration with TERI.
- Decline in profitability for the Urea business due to lower sales and a softer ammonia business.
- Significant costs associated with the planned maintenance shutdowns of Gadepan I and II plants.
- Reduction in subsidy inflow due to lower gas prices and lower NBS Fertilisers.
- Challenges in the complex fertilisers business, requiring a careful portfolio approach.
- Uncertainty regarding future policy changes and their impact on profitability, especially for Gadepan-III plant.
Ladies and gentlemen, good day, and welcome to the Chambal Fertilisers and Chemicals Q4 FY24 Earnings Conference Call. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Rishab Barar from CDR India. Thank you, and over to you, sir.
Good day everyone and thank you for joining us on the Chambal Fertilisers and Chemicals Limited's Q4 and FY24 Earnings Call.
We have with us today, Mr. Abhay Baijal, Managing Director; Mr. Anand Agarwal: CFO; Mr. Anuj Jain, Assistant Vice President, Finance; Mr. Tridib Barat, Vice President, Legal and Company Secretary; and Mr. Ashish Srivastava, Vice President, Sales, and Marketing.
Before we get started, I would like to point out that some statements made or discussed in the conference call today may be forward-looking in nature and must be viewed in conjunction with the risks the company faces. Chambal Fertilisers and Chemicals Limited does not undertake to update them. The statement in this regard is
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