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Driven by Fundamentals and Leveraging Technicals.

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Wealthcreatures.com
2024 To 2026 would belong to 2 stocks Deepak fertliser Deepak Nitrite
Deepak fertlizer

Days Low - 945.50

CMP - 950

Support@ 895/850

650 To 980 done βœ”οΈ till now

Huge capex coming in parts in next 2 years

Numbers would start reflecting capex

Once crossed 1000-1015 zone can see good Upmove

Longterm Test levels - 1500/1800/2700/3000+
DEEPAK FERTILIZER
FY25 Q1 EARNINGS βœ…

Q1 REVENUE CONS 2293 cr VS 2333 cr YoY ⬇️

Q4 REVENUE CONS 2159 cr QoQ ⬆️

Q1 PAT CONS 200 cr VS 114 cr YoY ⬆️πŸ”₯

Q4 PAT CONS 220 cr QoQ ⬇️
YoY good numbers βœ…πŸ”₯

Overall Good numbers YOY basic expecting good concall from management in coming days
Deepak Fertlizer

Days low - 921

Opportunity

Jisko number samja wld buy

Jisko nahi samja wld panic
Wealthcreatures.com
DEEPAK FERTILIZER FY25 Q1 EARNINGS βœ… Q1 REVENUE CONS 2293 cr VS 2333 cr YoY ⬇️ Q4 REVENUE CONS 2159 cr QoQ ⬆️ Q1 PAT CONS 200 cr VS 114 cr YoY ⬆️πŸ”₯ Q4 PAT CONS 220 cr QoQ ⬇️ YoY good numbers βœ…πŸ”₯ Overall Good numbers YOY basic expecting good concall…
Strong Competitive Offering:

1. Capacity of Technical Ammonium Nitrate (TAN) 537 KTPA is expected to increase to 587 KTPA after debottlenecking.
2. Only manufacturer of solid TAN in India. Preferred partner for mining, infrastructure, and explosives companies.
3. It is the second largest manufacturer of Nitric Acid in Southeast Asia and largest in India and a major producer of merchant IPA in India
4. Strategic Entry: Basket of solvents to the Pharma sector.

Project Updates:

TAN Project, Gopalpur

1. Greenfield Project: Capacity of 376 KTPA
Project Cost: Rs. 2,200 Cr, Expected COD: H2FY26. It will increase overall installed capacity to ~1.0 MMTPA, meeting ~60% of India's demand for AN.
2. It will be the third largest pure play TAN producer in the world post-commissioning.
3. Strategically located to cater to major mining hubs and favorable export opportunities.

Nitric Acid Project, Dahej

Expansion: WNA 300 KTPA and CNA 150 KTPA
Project Cost: Rs. 1,950 Cr, Expected COD: H2FY26
Asia's Largest Manufacturer of Nitric Acid post-expansion.

Mining Chemicals Business Performance
1. Revenue and Sales Volume
Q1FY24: Revenue Rs. 541 Cr, Sales Volume 111 KMT
Q4FY24: Revenue Rs. 609 Cr, Sales Volume 151 KMT
Q1FY25: Revenue Rs. 644 Cr, Sales Volume 137 KMT

2. Production Numbers

Q1FY24: 106 KMT
Q4FY24: 135 KMT
Q1FY25: 140 KMT

KEY PERFORMANCE HIGHLIGHTS:
1. Technical Ammonium Nitrate sales volume surged by 23% YoY.
2. AN Melt sales volume reached 38 KMT, up by 22% YoY.
3. LDAN sales volume grew by 23% YoY.
4. Increased production in coal and steel sectors by 11% YoY.

Business Outlook:

1. Strong demand expected over the next couple of quarters driven by growth in coal mining, power, and infrastructure sectors.
2. Post demerger, the Mining Chemicals business will operate as a separate legal entity with a unique value chain offering technology solutions to customers in India.