Investor Presentation

CHAMBAL FERTILISERS AND CHEMICALS LIMITED Ref. No.: CFCL/SE/2026-27/60 November 3, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, 25th Floor, Dalal Street Bandra Kurla Complex, Mumbai - 400 001 Bandra (E) Mumbai - 400 051 Dear Sir, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the presentation, on the financial results of the Company for the quarter and six months ended September 30, 2026, which shall be shared with the Analysts/Investors. You are requested to notify your constituents accordingly. Thanking you, Yours faithfully, For Chambal Fertilisers and Chemicals Limited (Tridib Barat) Vice President - Legal & Company Secretary Encl.: As above. Corporate One, First Floor, 5, Commercial Centre, Jasola, New Delhi - 110 025 • Tel.: 91-11-46581300, 41697900 • Fax: 91-11-40638679 Email : corporate@chambal.in • www.chambalfertilisers.com • CIN: L24124RJ1985PLC003293 Regd. Office : Gadepan, District Kota, Rajasthan -325 208 Tel No.: 91-744-2782915; Fax No : 91-7455-274130 CHAMBAL FERTILISERS Chambal Fertilisers and Chemicals LiANmD CHEiMtICAeLS LdIMITED Earnings Presentation Q2/H1-FY27 Snapshot CHAMBAL FERTILISERS AND CHEMICALS LIMITED 2,40,000 MT 34,00,000 MT 3 Urea Plants Technical Ammonium 1 TAN plant Nitrate (TAN) Urea Manufacturing at single location Manufacturing Capacity Capacity No. 1 ~10% 18 Private-sector Urea Market Share States Covered manufacturer of Urea 93,000+ 4,950+ AA+ Retailers Dealer network Crisil Rating for bank loan facilities ( long term ) 20.83% 25.36% 0.01% ROE* ROCE* Net Debt to Equity* *As of FY26 Company Overview CHAMBAL FERTILISERS AND CHEMICALS LIMITED • Established in 1985 by Dr. KK Birla, Chambal Fertilisers and Chemicals Limited Operational Revenue & EBITDA (Standalone) (CFCL) is one of India’s leading fertiliser companies and the largest private-sector INR Mn manufacturer of Urea. • The complex is ranked amongst the most energy-efficient complexes, providing a 2,07,937 1,79,664 sustainable cost advantage. 1,66,462 1,20,265 • CFCL is into marketing of complex fertilisers, Crop Protection Chemicals (CPC), Speciality Nutrients (SN), including Biologicals and Seeds, under an asset-light model. 20,442 24,842 26,792 17,517 • CFCL is a single-window agri-solutions provider. FY24 FY25 FY26 H1-FY27 • The extensive distribution network with 19 regional offices, 4,976 dealers, and more than 93,000 retailers, offers deep last-mile reach across diverse agro-climatic zones. H1-FY27 Segment wise Revenue Split (%) Urea • CFCL’s products (other than subsidised fertilisers) are marketed under the 1% established flagship brand “Uttam”. Complex Fertilisers • CFCL entered industrial chemicals sector by commencing commercial production of TAN Solid - High Density Ammonium Nitrate (HDAN) w.e.f 20th August 2026. Weak Crop Protection Nitric Acid and Ammonium Nitrate Solution have already started production in Q1 Chemicals,Speciality FY 27. 62% Nutrients and Seeds Technical Ammonium • In 1997, the Company invested in a Joint Venture namely “Indo Maroc Phosphore Nitrate S.A.(IMACID)” with OCP which manufactures Phos Acid (P2O5). Business Segments - Growth CHAMBAL FERTILISERS AND CHEMICALS LIMITED Chambal’s preparation Urea Following Pre-project activities are completed / in-progress: • India’s largest private sector urea producer having efficient • Additional land parcel acquired for the new plant operations, contributing a significant share of domestic supply • Site enabling activities like fencing, geo-technical studies and • Plays an important role in providing fertilisers for agriculture contouring are completed productivity in India and thrust on food security • Environmental Clearance is in progress • National Investment Policy for Urea-2026 (NIPU-2026) was notified to promote new investments in the domestic urea sector and • In principle approval from the Gas supplier is in place strengthen India's self-sufficiency. The key features of the policy • Based on our Invitation to Bid (ITB), LSTK/EPC bidders have include: submitted Expression of Interest. Technical bid submission is • 8-9 gas-based plants to be setup under the policy expected shortly • Separation of fixed and variable costs for greater • Pre-project engineering activities like preliminary layout, design transparency basis, project scoping and project scheduling, etc. are in advance stages • Introduction of a viable Return on Equity band with a floor at 12% and a ceiling at 16% • Railway siding is available and operational to dispatch the additional material • Mitigation of foreign exchange risk by converting fixed costs into INR after four years from the policy notification date • Adequate water storage in the riverbed • New Urea Project is subject to approval by Department of Fertilizers and Board of Directors of the Company • Post the new urea plant, CFCL will be the largest single location Urea producer in India and the 2nd largest in the world. This will give further economies of scale Business Segments – Growth CHAMBAL FERTILISERS AND CHEMICALS LIMITED Complex Fertiliser Crop Protection Chemicals (CPC), Speciality • Marketing of phosphatic and potassic fertilisers Nutrients (SN) & Seeds such as DAP, MOP, TSP and NPK grades • Launched 13 products in H1 out of total 14 • Introduced Ammonium Sulphate Grade products planned in FY27 • Complements urea by providing phosphorus (P), • Introduced 1 product in Q2 i.e.“Uttam Fertilis” potassium (K) and Sulphur (S) needs for balanced fortified NP Liquid Fertiliser in collaboration with crop nutrition Nutrien Ag Solutions, USA • Government of India emphasis usage of NPKS • Positioning Chambal as a leading player with fertilisers for balanced nutrition extensive distribution network • CFCL is continuously making efforts to increase • Onboarding large base of farmers through volumes of NPK grades for balanced usage of Farmer connect model leveraging digital and fertilisers physical infrastructure for education, awareness • Diversifies revenue beyond urea and captures and advisory demand for other nutrients • New age, innovative and quality products • Aim to introduce new NPK grades in coming years sourced from reputed suppliers • Portfolio mix of generic and speciality products, with focus on high value crops (fruits, vegetables & niche crops) • Synergy with large players having deep integration in research, manufacturing and formulation technology Business Segments – Growth CHAMBAL FERTILISERS AND CHEMICALS LIMITED Biologicals • Introduced 1 product in H1 • “UTTAM SUPERRHIZA AND UTTAM PRANAAM” well accepted by farmers • “CFCL-TERI Centre of Excellence for Advance and Sustainable Agriculture Solution” is promoted jointly by CFCL and TERI to carry out research to develop 10 novel & patented products in Crop Protection and Crop Nutrition category, in a span of next 3-4 years. • 5 products will be launched in FY 2028-29 in crop nutrition (3 biogenic Nano-fertilizers, 1 Biostimulant) and crop protection (1 Biofungicide) categories. The said products will leverage our market capabilities in Horticulture , Spices , Cereals, Sugarcane , Cotton crop segments. • Data generation for registration of all five products has already been initiated through ICAR/Universities • 5 more products will be launched in FY 2030-31 • Strong growth in sunrise category of biologicals with focus on soil health, nutrient use efficiency & sustainable agriculture Industrial and Mining Chemicals CHAMBAL FERTILISERS AND CHEMICALS LIMITED Technical Ammonium Nitrate (TAN) • CFCL has expanded its horizons in industrial chemicals to support mining, quarrying and infrastructure development • This milestone of Chambal is aligned with India’s vision of ‘Aatmanirbhar Bharat’ • CFCL’s plants utilize state-of-the-art technology from Casale Switzerland • High Density Ammonium Ni [Showing first 8,000 characters — download PDF for full document]