Khaitan Chemicals FY26: Revenue surges, margins reset higher as SSP cycle turns

FY26 consolidated operational income was INR 10,016 Mn, EBITDA was INR 1,130 Mn (11.28% margin), and PAT from continuing operations was INR 688 Mn (6.87% margin).

Q4 FY26 consolidated operational income was INR 1,930 Mn, EBITDA was INR 176 Mn (9.12% margin), and PAT from continuing operations was INR 54 Mn (2.80% margin).

The presentation states FY26 segmental revenue contribution of Fertilisers at 78% and Other Chemicals at 22%.

The presentation lists Sulphuric Acid, Oleum, Liquid Sulphur Trioxide, and Sodium Silico Fluoride under the chemicals segment.

KCFL states it covers 19 states, operates 7 regional marketing offices and 25 stock points, and sells through 3,000+ dealers and 30,000+ retailers.

The snapshot states SSP manufacturing capacity of 11.1 LMT and that the company is the 2nd largest production capacity in India for SSP, with around 10% national SSP market share.