RCF Q4 FY26 profit jumps 158%, final dividend Rs 1.34

Stock reaction: RCF rallies after results

Rashtriya Chemicals & Fertilizers (RCF) gained sharply after reporting a steep rise in quarterly profit. The stock rose 5.35% to ₹131.90 following the earnings update. Separately, market data for 22 May 2026 also showed a stronger intraday move, with RCF rising 7.59% to a day’s high of ₹135.5, outperforming the Fertilizers sector by 7.62 percentage points. The Sensex was up 0.43% on the same day, indicating RCF’s move was stock-specific rather than purely market-led.

Q4 FY26: PAT jumps to ₹186.72 crore

RCF reported consolidated net profit of ₹186.72 crore in Q4 FY26, up 157.69% year-on-year from ₹72.46 crore in Q4 FY25. The scale of the jump positioned the quarter as a standout compared with the same period last year. An earnings alert in the data also summarised the quarter as net profit rising to ₹190 crore from ₹72.7 crore year-on-year, consistent with the headline increase when expressed in ₹ crore.

Profit before tax (before exceptional items) also rises

Beyond the bottom line, profitability before exceptional items and tax improved in the March 2026 quarter. Profit before exceptional items and tax stood at ₹230.74 crore in Q4 FY26, compared with ₹95.96 crore in Q4 FY25. This points to a broad-based improvement in operating performance before any exceptional adjustments and tax impact.

Full-year FY26: profit up 76.3% on higher revenue

For the full year, RCF reported a rise in consolidated profitability alongside higher topline. Consolidated net profit jumped 76.3% to ₹427.45 crore in FY26. Revenue rose 9.13% to ₹18,480.17 crore in FY26 over FY25. The combination of higher revenue and a sharper rise in profit suggests margins improved on a year-on-year basis, although the source data does not provide detailed cost or margin break-ups.

Dividend: board recommends ₹1.34 per share

RCF said its Board of Directors, at a meeting held on 21 May 2026, recommended a final dividend of ₹1.34 per equity share (13.4%), subject to shareholder approval. The announcement adds a capital-return element to the earnings narrative. The company also had a separate dividend reference in the provided data stating a 10% dividend with an ex-date of 20 February 2026.

Price, range and trading activity snapshots

Trading metrics in the provided data show active participation around the results and broader sector move. One snapshot listed a previous close of ₹124.18 and an open of ₹125.10, with reported volume of 15.06 lakh shares. The day’s low and high were shown as ₹124.50 and ₹127.69 in one feed, while another update highlighted a later intraday high of ₹135.5. The upper circuit level was listed as ₹149.01. A separate line stated the share price of RCF as ₹133.74 as on 22 May 2026, underscoring intraday volatility across different timestamps.

Recent quarterly context from the provided data

The dataset also included a reference point for the preceding quarter. RCF’s net profit was listed at ₹80.95 crore for Q3 2025-2026, up 0.9% versus the same period last year. On a quarterly growth basis, net profit was described as down 23.16% versus the previous three months. This backdrop makes the Q4 FY26 jump more notable in the near-term sequence, even though the company’s quarter-by-quarter drivers are not detailed in the source text.

Company profile: fertilisers and industrial chemicals

Rashtriya Chemicals & Fertilizers Limited was incorporated on 6 March 1978. The company is engaged in manufacturing and marketing fertilizers and industrial chemicals, and operates through Fertilizers, Industrial Chemicals, and Trading segments. The company’s fertilizer brands listed in the data include Sujala, Suphala 15:15:15, Suphala 20:20:0, Ujjwala, Microla and Biola. Operationally, it has 20 operating plants in Trombay and five large plants at its Thal Fertilizer Unit, producing products such as Methanol, Sodium Nitrate, Sodium Nitrite, Ammonium Bicarbonate, Methylamines, Dimethylformamide (DMF) and Dimethylacetamide (DMAc).

Market impact: why these numbers mattered on the day

The immediate market impact was visible in the stock’s sharp move after the results, with price action ranging from a mid-single digit rise to a stronger intraday jump depending on the timestamp cited. The key trigger in the narrative was the year-on-year surge in Q4 FY26 net profit to ₹186.72 crore and the higher profit before exceptional items and tax. The board’s final dividend recommendation of ₹1.34 per share added a second concrete catalyst. Sector context was also supportive, with fertilizer stocks referenced as rising up to 7% in the broader theme.

Key facts table

Conclusion

RCF’s Q4 FY26 results showed a sharp year-on-year jump in consolidated profitability, supported by a higher profit before exceptional items and tax and improved full-year profit on higher revenue. The board’s recommendation of a ₹1.34 final dividend added to the market’s focus. The next formal step on the dividend will be shareholder approval, as stated by the company.