Rashtriya Chemicals and Fertilizers Sets November 12 Q2 Results

Rashtriya Chemicals and Fertilizers Limited will consider unaudited results for the quarter and half-year ended September 30, 2026, at its November 12, 2026 board meeting, following Q1 FY2026-27 revenue of ₹3,585 crore and net profit of ₹74 crore.

Why is RCF holding a board meeting on November 12?

Rashtriya Chemicals and Fertilizers Limited has informed the exchanges that its Board of Directors will meet on November 12, 2026, to consider and approve unaudited financial results for the September 2026 quarter and the first half of FY2026-27. The disclosure establishes the date on which the company is expected to release its Q2 numbers.

The results will cover the three months ended September 30, 2026, as well as the six-month period beginning April 1, 2026. The meeting follows a November 5 announcement that set out the agenda for the quarterly and half-yearly financial statements. The company has not provided an earnings estimate in the available disclosures.

RCF has also said that the trading window for designated persons and their immediate relatives will remain closed through November 14, 2026. The closure has been communicated under the Securities and Exchange Board of India (Prohibition of Insider Trading) Regulations, 2015. Such restrictions are intended to prevent trading while unpublished price-sensitive information is being considered and disclosed.

The November 12 date falls within the reporting timetable referred to in the available material for September-quarter results. An earlier preview had noted that listed companies were required to publish September 2026 quarterly results within 45 days of the end of the quarter, with November 14, 2026 identified as the outer deadline.

What do RCF's reported Q1 FY27 numbers show?

RCF reported Q1 FY2026-27 revenue of ₹3,585 crore, gross profit of ₹137 crore and net profit of ₹74 crore in the financial data provided. Revenue was down 35.75% quarter on quarter but up 6.38% year on year, while net profit declined 60.62% sequentially and rose 37.27% from a year earlier.

Gross profit was 43.65% lower than the preceding quarter and 50.42% higher year on year. The data therefore shows a material sequential reduction in the reported Q1 figures alongside positive year-on-year comparisons for revenue, gross profit and profit. The source does not state the reasons for these changes.

The September-quarter outcome will be assessed against the reported September 2025 base mentioned in the Q2 preview: revenue of ₹5,293 crore and profit of ₹105 crore. These figures are historical comparisons, not forecasts for the September 2026 quarter.

How did RCF perform in FY2026?

RCF's FY2025-26 annual report recorded revenue of ₹18,480.17 crore, up 9.13% from the prior year. Profit before tax rose 86.8% to ₹611.76 crore, while profit after tax increased 77.88% to ₹429.81 crore.

The company also reported total fertiliser sales of 37.60 lakh metric tonnes during FY2026, including urea sales of 21.25 lakh metric tonnes. NPK sales reached a record 10.50 lakh metric tonnes, representing 27% growth according to the annual-report summary.

In May 2026, the company reported a Q4 FY2026 net profit of ₹187 crore, up 158% year on year, and revenue growth of 49.6%. The board meeting held on May 21, 2026 considered audited standalone and consolidated results for the year ended March 31, 2026 and a final dividend recommendation. Shareholders subsequently approved all 12 resolutions at the 48th annual general meeting held on September 25, 2026, including adoption of the audited FY2026 accounts and the final dividend.

What will investors watch in the September-quarter results?

Investors will have a fresh official financial update when RCF releases the September-quarter and first-half results after the November 12 board meeting. The reported Q1 revenue, gross profit and net profit trends, together with the September 2025 comparison base, provide the available reference points for reviewing the new disclosure.

The results are also relevant to the fertiliser sector because RCF's operations include urea and NPK products. The annual report highlighted record sales volumes in FY2026 and the commissioning of Sulphur Coated Urea, marketed as Urea Gold. The available material does not provide a quantified impact of that project on the September-quarter financial performance.

Government support remains an important policy context for the sector. The source states that ₹1.71 lakh crore was allocated for fertiliser subsidies in FY2026-27, while also noting that rising input costs could place pressure on that budget. No company-specific subsidy impact or earnings guidance has been provided in the supplied disclosures.

How does the November 12 announcement affect trading and operations?

The immediate market-related action disclosed by RCF is the closure of the trading window for designated persons and their immediate relatives until November 14. This means those covered by the policy cannot trade in the company's securities during the stated period surrounding the consideration and publication of results.

For shareholders, the board meeting does not itself disclose the September-quarter revenue, profit, dividend decision or any operational change. It confirms the timing and scope of the results consideration. Any assessment of the company's current profitability, sales momentum or financial position will depend on the unaudited statements and accompanying disclosures approved by the board.

For customers and the wider fertiliser supply chain, the available announcement does not state changes in product availability, pricing or sales plans. The FY2026 operating data shows the scale of RCF's fertiliser sales, but the November 12 notice is principally a financial-results and governance disclosure.

Conclusion

RCF has scheduled its November 12, 2026 board meeting to approve unaudited results for the September quarter and first half of FY2026-27. The announcement comes after Q1 revenue of ₹3,585 crore and net profit of ₹74 crore, while FY2026 delivered revenue of ₹18,480.17 crore and profit after tax of ₹429.81 crore.

The next disclosed event to watch is the release of the September-quarter and half-yearly financial statements after the board meeting. Investors will also watch the end of the trading-window closure on November 14 and any details RCF provides on sales, costs, subsidy-related conditions and its fertiliser operations.