India's National Fertilizers posts quarterly loss on frail demand

National Fertilizers

11/11/2025 12:04

Nov 11 (Reuters) - India's National Fertilizers NAFT.NS posted a second-quarter loss on Tuesday, dragged by monsoon-hit poor agrichemicals demand for its fertilizers.

The state-run agricultural chemicals maker posted a consolidated loss of 358.1 million rupees ($4.1 million) for the quarter ended September 30, compared to a profit of 120.7  million rupees a year ago.

Revenue rose 54% to 67.63 billion rupees.

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KEY CONTEXT

Persistent rainfall in India, particularly the 115% above-normal showers in September, led to a significant drop in agrochemical demand.

Global fertilizer prices have seen a significant increase in prices this quarter, driven by the sudden surge of imports from India in urea and phosphorus and potassium (P&K) fertilizers.

The company posted an around 8% fall in revenue from its mainstay fertilizers business.

   PEER COMPARISON

Valuation (next 12 months)
Estimates (next 12 months)
Analysts' sentiment
RIC
PE
EV/EBITDA
Revenue growth (%)
Profit growth (%)
Mean rating*
No. of analysts
Stock to price target**
Div yield (%)
National Fertilizers
NAFT.NS
NULL
NULL
NULL
NULL
Null
0
NULL
1.68
Chambal Fertilisers and Chemicals
CHMB.NS
9.87
6.28
NULL
NULL
Buy
2
0.91
2.08
Deepak Fertilisers and Petrochemicals Corp
DPFE.NS
14.56
8.44
NULL
23.69
Buy
1
0.83
0.70
Coromandel International
CORF.NS
23.94
15.74
12.75
28.98
Buy
10
0.82
0.56

* Mean of analysts' ratings standardised to a scale of Strong Buy, Buy, Hold, Sell, and Strong Sell

** Ratio of the stock's last close to analysts' mean price target; a ratio above 1 means the stock is trading above the PT

JUNE-SEPTEMBER STOCK PERFORMANCE

-- All data from LSEG

-- $1 = 87.8950 rupees

NATIONAL FERTILIZERS https://tmsnrt.rs/4p1MLO6

 (Reporting by Yagnoseni Das in Bengaluru; Editing by Ronojoy Mazumdar)

 ((Yagnoseni.Das@thomsonreuters.com;))