Coromandel International Ltd.
NSE: COROMANDELCoromandel International Ltd.: A 30-second snapshot
Coromandel International, a leading agri-inputs business in the Chemicals sector, trades at ₹1,753.60 — down 26.6% over 12 months and 35.5% below its 52-week high, with the price below both the 50-DMA (₹1,960.42) and 200-DMA (₹2,193.65). Q4 FY26 net profit fell approximately 80% YoY to ₹115 crore as expenses surged, even as full-year revenue reached a record; 5-year earnings growth is -75.8% against 5-year revenue growth of 20.4%. The company carries a debt-to-equity ratio of 11.47 (rising trend) and a quality score of 30, ranking 5th of 6 in its sector peer group.
P/E
27.0
Forward P/E
17.8
ROE
+15.6%
Debt / Equity
11.47
Profit Margin
+6.2%
Div. Yield
+0.6%
5Y ROE > 15%
4/5
5Y FCF > 0
3/5
Quality
36/100
News
8 headlines · 2 positive · 5 negative
Coromandel International stock (INE024A01027): record FY26 revenue, dividend and nano fertilizer gro - AD HOC NEWS
AD HOC NEWS
Coromandel International Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now - simplywall.st
simplywall.st
Coromandel International Q4 profit drops 80% as expenses surge despite revenue growth - BusinessLine
BusinessLine
Coromandel International posts strong FY26 growth amid expansion push across agri inputs - Agro Spectrum India
Agro Spectrum India
Coromandel International Q4 net slumps 80% to ₹115 crore - The Hindu
The Hindu
Recent context
- ·Q4 FY26 results (reported May 2026) showed net profit down approximately 80% YoY to ₹115 crore despite revenue growth, with expenses identified as the primary driver; analyst estimates were missed according to multiple news sources.
- ·Full-year FY26 revenue was characterised as a record high in company communications, and the nano-fertilizer segment was highlighted as a growth initiative with claimed market leadership.
- ·News sentiment across 8 articles skews negative (5 negative, 2 positive, 1 neutral), with coverage dominated by the Q4 profit contraction and expense surge.
Strengths
- +Revenue compound growth of 20.4% over 5 years demonstrates consistent top-line expansion across agri-input cycles.
- +Current PE of 26.97 is the lowest among the 6-peer Chemicals group (vs. Pidilite at 60.67, Solar Industries at 97.80), and the forward PE of 17.84 implies an earnings recovery is embedded in the consensus estimate.
- +ROE of 15.59% exceeded the 15% threshold in 4 of the measured years, with analyst count of 9 maintaining active coverage despite recent earnings miss.
- +FY26 full-year revenue described as a record, with the nano-fertilizer business cited across multiple news sources as a market-leadership position in a new product category.
Weaknesses
- −5-year earnings growth of -75.8% signals that revenue expansion has not translated to profit compounding; Q4 FY26 net profit fell approximately 80% YoY to ₹115 crore as expense growth outpaced revenue gains.
- −Debt-to-equity of 11.47 is significantly elevated for the Chemicals sector and the trend is classified as rising — adding financial risk at a time when earnings are in decline.
- −Quality score of 30 is the lowest in the peer group; FCF was positive in only 3 of the measured years and the consistency score of 48 reflects an uneven track record of capital efficiency.
- −Price is 20.1% below the 200-DMA and has been in a sustained downtrend; the 35.5% drawdown from the 52-week high and negative 3-month return of -23.5% reflect broad-based selling pressure.
Open questions
- ?What is driving the expense surge that caused Q4 FY26 profits to fall approximately 80% — is it input-cost inflation, one-time write-offs, or a structural shift in the cost base?
- ?How sustainable is the debt-to-equity ratio of 11.47 if the earnings recovery embedded in the forward PE of 17.84 does not materialise over the next 12–18 months?
- ?Does the record FY26 revenue in the nano-fertilizer segment represent a recurring, margin-accretive business, or is it a volume story that compounds the expense pressure?
- ?How does COROMANDEL's fertilizer subsidy receivable position and government policy exposure affect the working capital cycle and FCF conversion rate?
Peer comparison: Chemicals
Ranks 5 of 6 on quality| Symbol | Name | P/E | ROE | Quality |
|---|---|---|---|---|
| COROMANDEL | Coromandel International Ltd.You're viewing | 27.0 | +15.6% | 30 |
| Industry avg | across 5 peers | 52.4 | +17.3% | 47 |
| PIDILITIND | Pidilite Industries Ltd. | 60.7 | +23.5% | 66 |
| SOLARINDS | Solar Industries India Ltd. | 97.8 | +31.3% | 61 |
| UPL | UPL Ltd. | 28.9 | +5.6% | 44 |
| SRF | SRF Ltd. | 43.5 | +13.8% | 41 |
| PIIND | PI Industries Ltd. | 31.0 | +12.3% | 23 |
Technical state
Current price
₹1,753.60
SMA 50
₹1,960.42
SMA 200
₹2,193.65
RSI (14)
29.4 (oversold)
From 52w high
-35.5%
1Y return
-26.6%
3M return
-23.5%
50-DMA
Below
200-DMA
Below
Algorithmic resistance levels
Risk flags
- high5-year earnings growth of -75.8% and Q4 FY26 net profit declined approximately 80% YoY to ₹115 crore despite double-digit revenue growth; this is not an isolated quarter — earnings erosion has persisted over a multi-year horizon.
- highDebt-to-equity ratio of 11.47 is significantly elevated for a Chemicals/agri-inputs business, and the debt trend is classified as rising; this leverage is compounding at a point where earnings are under severe pressure.
- mediumPrice of ₹1,753.60 is 10.6% below the 50-DMA (₹1,960.42) and 20.1% below the 200-DMA (₹2,193.65); the stock is down 26.6% over 12 months and 23.5% over 3 months, with a 35.5% drawdown from the 52-week high; RSI at 29.42 is in oversold territory.
- mediumQuality score of 30 ranks COROMANDEL 5th of 6 in its Chemicals peer group; FCF was positive in only 3 of the measured years and the consistency score stands at 48 — reflecting uneven capital efficiency over the cycle.
- lowNews sample is thin at 8 articles total; 5 are negative, concentrated on the Q4 profit-slump, while 2 positive articles cite full-year FY26 revenue records and nano-fertilizer business growth.
Cross-section contradictions
- FY26 full-year revenue is described as a record high and the nano-fertilizer segment is cited as a market-leadership story, yet Q4 FY26 net profit fell approximately 80% and the 5-year earnings CAGR stands at -75.8% — top-line expansion has not translated to earnings compounding over the medium term.
- COROMANDEL trades at the lowest PE (26.97) among its 6-peer Chemicals group, ranking 1st of 6 on valuation, yet ranks 5th of 6 on quality score (30 vs. Pidilite at 66 and Solar Industries at 61) — the valuation discount appears to reflect structural quality concerns rather than a temporary mispricing.
For informational purposes only. Not investment advice. VivaTrades is not a SEBI-registered Investment Adviser or Research Analyst. Market data sourced from public feeds; consult a registered adviser before any investment decision.
Fundamentals & technicals: refreshed 25 Jun 2026 · refreshed daily at 01:00 IST
AI synthesis (narrative, snapshot, strengths/weaknesses, peer ranking): generated 1 Jun 2026 · rotates through NIFTY 500 every ~5 days