Key Quantitative Figures

Standalone Financial Results (₹ Lakhs):

  • Q4 FY26 Total Income: ₹59,262
  • Q4 FY26 Net Profit: ₹12,157
  • FY26 Total Income: ₹2,14,820
  • FY26 Net Profit: ₹26,924
  • Basic EPS (FY26): ₹21.33
  • Dividend Recommended: ₹10 per share (100%)

Consolidated Financial Results (₹ Lakhs):

  • Q4 FY26 Total Income: ₹30,7146
  • Q4 FY26 Net Profit: ₹13,939
  • FY26 Total Income: ₹11,60,903
  • FY26 Net Profit: ₹73,876
  • Basic EPS (FY26): ₹58.40

Segment Revenue (Consolidated FY26, ₹ Cr):

  • Mining Chemicals: ₹1,600 Cr (26% of group revenue)
  • Industrial Chemicals: ₹1,100 Cr (18% of group revenue)
  • Crop Nutrition: ₹3,050 Cr (50% of group revenue)

Dates of Action

  • Board Meeting: May 28, 2026 (11:00 AM to 2:55 PM)
  • Record Date for Dividend: August 25, 2026
  • Register Closure: August 26, 2026 to September 1, 2026
  • AGM Date: September 1, 2026
  • New Director Appointment Effective: July 1, 2026

Parties Involved

  • Statutory Auditors: M/s P G Bhagwat LLP (reappointed for second term of 5 years)
  • Cost Auditors: M/s Harshad Deshpande & Associates (reappointed for FY26-27)
  • New Director: Mr. Yeshil S. Mehta (DIN: 07866312)
  • Subsidiaries: Mahadhan AgriTech Limited, Deepak Mining Solutions Limited, SCM Fertichem Limited, Deepak Nitrochem Pty Limited, Deepak Globalchem Pte. Limited, Ishanya Brand Services Limited, Ishanya Realty Corporation Limited, Platinum Blasting Services Pty Limited, Platinum Blasting Services (Logistics) Pty Limited, Performance Chemiserve Limited
  • Joint Operation: Yerrowda Investments Limited

Financial and Operational Impact

  • Dividend Impact: ₹12,624 lakhs equity capital × ₹10 per share = approximately ₹126.24 Cr outflow if approved
  • Tax Matter: Mahadhan AgriTech Limited has pending penalty appeal of ₹9,604 lakhs for AY 2015-16
  • Labour Code Impact: FY26 consolidated impact of ₹1,748 lakhs towards gratuity and ₹237 lakhs towards long-term compensated absences
  • Capacity Utilization:
  • Mining Chemicals: 98% in FY26
  • DNA: 104%; CNA: 76% in Q4
  • ANP: 75%; NPK: 54% in Q4

Capital Structure Impact

No change in equity share capital reported (₹12,624 lakhs). Post-dividend, reserves may reduce by dividend amount.

Management Commentary (from Press Release)

  • Revenue growth of 12% YoY despite challenging environment
  • Margin pressures due to raw material cost escalation and inadequate subsidy support
  • Q4 impacted by ammonia plant turnaround maintenance (₹100 Cr impact)
  • B2C segment showing growth: 16% share in Mining Chemicals, 33% specialty products in Crop Nutrition
  • Capex of ₹4,650 Cr underway for capacity expansion
  • Net Debt/EBITDA increased to 2.86x from 1.72x due to project borrowing

Forward-looking Guidance

  • Q1 FY27 demand expected to remain steady
  • IMD indicates below-normal monsoon (92% of LPA) for 2026
  • Focus on irrigated regions and priority markets
  • Continued premiumisation and B2C expansion strategy