Paradeep Phosphates Limited — Q2FY27 earnings call summary

• Phosphoric acid capacity expansion from 0.5 to 0.7 million tons on track for Q1 FY28; second phase expected FY29-H2FY30
• Multiple analyst queries on subsidy timing, inventory liquidation, and capex timelines; management optimistic on normalization post FY27
• EBITDA per ton guidance for H2 FY27 INR 4,500-5,000
• Market share maintained with strategic imports supplementing manufacturing amid supply constraints
• Raw material prices, especially sulphur, showing signs of softening; sulphur price around $850-$880/ton
• Q2FY27 revenue from operations INR 7,364 Cr; EBITDA INR 431 Cr; PAT INR 122 Cr
• H1FY27 turnover INR 13,488 Cr (+19% y-y); EBITDA per ton INR 5,866 vs INR 5,719 last year
• Subsidy receivable INR 6,700 Cr; INR 1,200 Cr received in October; debt elevated due to inventory and subsidy receivables

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