Chambal Fertilizer Q3 2022 Concall Highlights

Operational Highlights

  • Revenue from operations in Q3FY22 at ₹4743 Cr grew by 22.5% YoY 
  • EBITDA contracted by 12.5% YoY to  ₹711 Cr

Revenue split 

  • Urea- 65% ,
  • P&K fertilisers- 32%, Others- 3%
  • Urea Revenue increased due to substantial increase in gas prices during the current quarter 
  • P & K Fertilisers sales lower due to availability constraints
  • Challenging quarter with high prices of pesticides due to supply constraints 
  • This has adversely impacted the sales of DAP and MOP fertilisers.

Strategy

  • New geographies in south and west India had enabled better sales in NPK fertiliser.
  • Government revised the subsidy but overall imports remain low
  • The domestic demand for DAP was lower. Slight tapering in other markets as well, thus the trend will reverse in coming quarters
  • Operating complex ammonia and urea plants so compared to that, weak nitric acid and ammonium nitrate is very simple
  •  The price of ammonia internationally is about 2.5-3X from historical prices
  • Pooled gas prices going into urea production  for Q3 is 16.47$/mm
  • China enters market in April – May period, thus suppressing the prices
  • Yet to receive the formal approval for urea at Gadepan 3 facility.
  • Capacity utilisation at gadepan 1,2 and 3 were close to 100%
  • Current MRP for DAP is 24000/ton 1200/bag   

Capex 

  • The ammonium nitrate project is expected to be completed in 36 months
  • The most appropriate solution for the excess technical ammonia manufactured due to the process is to be utilised in forward integrated value added products(ammonium nitrate)
  • Strict safety requirements, highly regulations and port authorization stands as barriers for ammonium nitrate import. Only vizag port has authority to transport ammonium nitrate 
  • Imports for ammonium nitrate are not high. 
  • One of the lowest cost ammonia manufacturers will affect the prices for ammonium nitrate along with other factors and will be making the same if not better margins than the industry.
  • The plants will come online soon after completion as these are not complex chemistry plants

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