DINESH

Paradeep Phosphates

Latest CMP 148
Today's Change ▲ 0.43%
52-Week High / Low 228 | 103
Price Date: 14-Aug-2026
Recommendation Strong Buy
Target Price 243
Expected Upside 28.3%
Forecast Horizon 2 Years
Historical CAGR Not Available
1,000 Invested
Today's Value
Investment Period < 5 Years

Stock Snapshot

Post Results Return
+6.2%
Mild Positive Re-rating
1-Year Target Price
219
2-Year Target Price
243
52-Week High / Low
228 / 103
20-Day Return
+7.0%
Market Cap (Cr.)
15,347
Current PE
14.2
P/BV Ratio
2.3
Dividend Yield
0.6%
Industry PE
16.2

Price Performance

Basis of our Recommendation

Paradeep Phosphates is navigating a complex landscape characterized by high raw material costs and geopolitical tensions impacting supply chains. Management has reported a robust 24% EBITDA growth, primarily driven by efficient raw material sourcing and increased profitability in Diammonium Phosphate. The company's strategic initiatives, including significant capacity expansions and backward integration, are expected to enhance long-term growth prospects, despite near-term uncertainties. Vista's financial outlook reflects a strong buy recommendation, supported by anticipated revenue growth and stable margins, with a target price of INR 213.75, indicating an expected upside of approximately 45%. The ongoing geopolitical tensions may pose challenges, particularly in raw material availability and costs, but the company's proactive measures and market leadership position are likely to mitigate these risks. Over the next 12-24 months, key opportunities include the commissioning of new capacity and diversification into non-subsidy businesses, while watchpoints include execution risks related to capacity expansions and the uncertain subsidy environment

👍 Why We Like This Stock

  • Strong EBITDA growth driven by efficient raw material sourcing and profitability in key products
  • Strategic capacity expansions and backward integration initiatives expected to enhance long-term revenue and margin stability
  • Market leadership in NPK fertilizers and proactive management strategies to navigate geopolitical challenges

Things To Watch Out For

  • High raw material costs and geopolitical tensions may disrupt supply chains and impact profitability
  • Execution risks related to capacity expansion projects could delay anticipated growth benefits
  • Uncertain subsidy environment poses risks to revenue stability and margin expansion

Key Parameters

Balance Sheet Strength
Stable Financial Structure
Market Share
Gaining
Industry Outlook
Improving
Analyst View
Hold
Dividend History
Regular
FII Holdings
Reducing

Financial Snapshot

Actuals Forecast
FY24 FY25 FY26 FY27 FY28
Revenue (Cr.) 11,575 13,820 21,826 25,239 29,106
Profit Before Tax (Cr.) 164 736 1,367 1,982 2,159
PBT Margin 1.4% 5.3% 626.3% 7.9% 7.4%
Net Profit (Cr.) 157 563 1,047 1,518 1,653
Earnings Per Share 1.5 5.4 10.1 14.6 15.9

Analyst Recommendations

Broker Recommendation Target Price Date
Elara Capital ► Accumulate 160 03-Aug-2026
Prabhudas Liladhar ► Accumulate 158 03-Aug-2026
Consensus Recommendation ► Hold
Consensus Target 159
Coverage 2 Analysts
Analysts' Viewpoint
Paradeep Phosphates is strategically expanding its capacity, including a 1mmtpa granulation expansion and a new Ammonium Fluoride plant, to support future growth and diversify its product portfolio. These initiatives aim to enhance production volumes and reduce dependency on external suppliers. However, geopolitical tensions and high raw material costs, particularly for sulphur and ammonia, pose challenges. The company's focus on backward integration and strategic sourcing is expected to mitigate some risks, supporting a cautiously optimistic outlook despite near-term uncertainties.

Company Overview

Show Company Profile

Paradeep Phosphates Limited manufactures, trades, distributes, and sells urea and complex fertilizers in India. It offers di-ammonium phosphate; nitrogen, phosphorus, potassium fertilizers; muriate of potash; triple super phosphate; zypmite; phospho-gypsum; sulphuric acid; hydrofluorosilicic acid; and ammonia; as well as sulphur and zinc. It sells its products through dealers and retailers under the Navratna and Jai Kisaan brand names. The company was incorporated in 1981 and is based in Bengaluru, India. Paradeep Phosphates Limited is a subsidiary of Zuari Maroc Phosphates Private Limited.