Khaitan Chemicals and Fertilizers Q4 Results 2026: Date, Revenue, PAT and Analyst Outlook

Thu Apr 23 2026

Khaitan Chemicals and Fertilizers (KHAITANFERT) is set to announce its Q4 FY26 results in May 2026. Investors and market participants are keenly watching the upcoming quarterly numbers for one of India’s well-known Fertilisers and Agro-Chemicals companies. The Q4 FY26 earnings season is a critical period for equity markets as full-year financial performance comes into sharper focus.

Analyst consensus estimates project Khaitan Chemicals and Fertilizers Q4 FY26 revenue at Rs 110 Cr, representing a year-on-year growth of approximately 5%, while PAT is estimated at Rs 5 Cr, a growth of approximately 25% compared to the same quarter in FY25. These estimates reflect the sector outlook and company-specific operational momentum observed over the preceding quarters.

In this article, we provide a detailed preview of Khaitan Chemicals and Fertilizers Q4 results 2026, including the expected date, key financial estimates, five growth factors, five risks and the latest analyst ratings. Get free investment insights on Univest to stay ahead of earnings season.

Table of Contents

Khaitan Chemicals and Fertilizers Q4 Results 2026 Date

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The Khaitan Chemicals and Fertilizers Q4 FY26 results are expected to be declared in May 2026. The board of directors will convene a meeting to approve the audited financial results for the quarter and full year ended March 31, 2026. The exact date will be intimated through BSE and NSE filings. Investors should monitor exchange announcements for the confirmed date.

Company	Q4 Results Date	Key Watch
TCS	April 9, 2026	Revenue growth and deal wins
Infosys	April 23, 2026	FY27 guidance and margin outlook
Khaitan Chemicals and Fertilizers	May 2026 (Expected)	Revenue, PAT and dividend announcement

Why This Quarter Matters for Khaitan Chemicals and Fertilizers

India’s fertiliser sector in Q4 FY26 is seeing improved operating efficiencies, government subsidy policy clarity and a healthy rabi crop season supporting above-average consumption volumes.

For Khaitan Chemicals and Fertilizers specifically, Q4 FY26 is a critical quarter as it determines the full-year FY26 performance trajectory. The management’s commentary on FY27 outlook, any guidance revision and dividend announcement will be equally important for investor sentiment as the headline revenue and PAT numbers.

Khaitan Chemicals and Fertilizers Q4 FY26 Earnings Estimates

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Based on analyst consensus and sector-level research, Khaitan Chemicals and Fertilizers is expected to report Q4 FY26 revenue of Rs 110 Cr, up 5% year-on-year. PAT is estimated at Rs 5 Cr, reflecting 25% growth. EBITDA margin is expected to come in at approximately 4.5%, showing improvement compared to the year-ago quarter driven by operating leverage and cost efficiencies.

Metric	Q3 FY26 (Actual)	Q4 FY26 (Estimate)	YoY Change
Revenue (Rs Cr)	105	110	+5% (Est)
PAT (Rs Cr)	4	5	+25% (Est)
PAT Margin (%)	3.8%	4.5%	Expanding
Dividend History	Nil		–
Dividend Expectation	Nil expected		–

Beyond the headline numbers, key metrics to watch include EBITDA margin trajectory, working capital management, order book or pipeline commentary and management guidance for FY27. These forward-looking indicators often have a larger impact on stock price reaction than the reported PAT figure alone.

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5 Key Factors That Will Drive Khaitan Chemicals and Fertilizers Q4 FY26 Performance

1. Government Subsidy Support

Continued government subsidy support for key nutrients including urea, DAP and MOP provides revenue certainty for regulated fertiliser manufacturers at MSP-linked prices.

2. Rabi Season Demand

Strong rabi crop acreage and healthy soil moisture levels are supporting above-average fertiliser consumption across major agricultural states in this quarter.

3. Phosphate and Specialty Chemical Growth

Recovery in global phosphate demand from European and North American agricultural markets is supporting Indian phosphate chemical exporters with quality product portfolios.

4. Capacity Utilisation Improvement

Plants and expansions commissioned in recent years are now running at healthy utilisation rates, improving fixed cost absorption and delivery economics.

5. Energy Efficiency Gains

Investments in energy-efficient ammonia synthesis and better gas utilisation are improving conversion efficiency and reducing input costs per tonne.

5 Risks to Watch in Khaitan Chemicals and Fertilizers Q4 FY26

1. Subsidy Payment Delays

Government subsidy disbursement delays strain working capital for fertiliser companies that sell at regulated prices below market cost.

2. International Raw Material Prices

Phosphate rock, sulphur, ammonia and urea are globally traded; any price spike materially increases input costs and compresses margins.

3. Policy Risk on Subsidy Rationalisation

Government moves to rationalise fertiliser subsidies could hurt volumes at regulated prices and force business model changes.

4. Monsoon-Dependent Demand

Fertiliser consumption is highly seasonal and monsoon-dependent; poor rainfall significantly curtails kharif fertiliser demand in following quarters.

5. Import Competition

Cheaper imported fertilisers from China and Middle East can compete with domestic manufacturers when global prices are soft.

Khaitan Chemicals and Fertilizers Share Price and Analyst Ratings

Khaitan Chemicals and Fertilizers (KHAITANFERT) is currently trading at Rs 38 with a market capitalisation of approximately Rs 145 Cr. The stock has been under investor scrutiny ahead of Q4 results, with analysts closely monitoring sector trends and company-specific developments that could influence the quarterly outcome.

Brokerage	Rating	Target Price	Thesis
ICICI Direct	Neutral	Rs 39	Subsidy policy and rabi demand key monitorables
JM Financial	Buy	Rs 44	Phosphate export recovery and capacity utilisation
YES Securities	Neutral	Rs 39	Government policy risk limits near-term conviction

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Conclusion

Khaitan Chemicals and Fertilizers heads into Q4 FY26 with reasonable earnings visibility, supported by sector tailwinds and company-specific operational improvements. The Q4 numbers will be an important validation of the full-year FY26 investment thesis. Investors should track the results date, dividend announcement and management commentary on FY27 guidance closely. For ongoing research and stock insights, visit Univest Blogs.

This article is for informational and educational purposes only and does not constitute investment advice. All estimates are based on publicly available analyst research and are subject to change. Consult a SEBI-registered advisor before making investment decisions.

For more Q4 FY26 results previews, visit Univest Blogs.

Frequently Asked Questions

What is the Khaitan Chemicals and Fertilizers Q4 results 2026 date?

The Khaitan Chemicals and Fertilizers Q4 FY26 results are expected to be announced in May 2026. The exact date will be confirmed by the company’s board through a BSE and NSE filing. Check Univest for real-time updates.

What is the Khaitan Chemicals and Fertilizers Q4 FY26 PAT estimate?

Analyst consensus estimates put Khaitan Chemicals and Fertilizers Q4 FY26 PAT at approximately Rs 5 Cr, representing a year-on-year growth of approximately 25% compared to the same quarter in FY25. These are estimates and actual results may vary.

What is Khaitan Chemicals and Fertilizers share price ahead of Q4 results?

Khaitan Chemicals and Fertilizers share price (ticker: KHAITANFERT) is trading near Rs 38 with a market capitalisation of approximately Rs 145 Cr. Investors should track the stock on Univest Screener for live price and fundamental data.

Will Khaitan Chemicals and Fertilizers declare a dividend in Q4 2026?

Based on available analyst estimates and historical dividend patterns, Nil expected. Khaitan Chemicals and Fertilizers’s historical dividend record shows Nil. A final dividend announcement is typically made at the board meeting where Q4 results are declared.

Which analysts have a Buy rating on Khaitan Chemicals and Fertilizers?

Based on publicly available brokerage research, ICICI Direct has a Neutral rating on Khaitan Chemicals and Fertilizers with the thesis: Subsidy policy and rabi demand key monitorables. Ratings are subject to change; always consult a SEBI-registered advisor before investing.

What were Khaitan Chemicals and Fertilizers Q3 FY26 results?

Khaitan Chemicals and Fertilizers reported Q3 FY26 revenue of Rs 105 Cr and PAT of Rs 4 Cr. The management commentary highlighted key operational metrics and sector-specific guidance that set the expectations benchmark for Q4 FY26 performance.

When do TCS announce Q4 results 2026?

TCS announced its Q4 FY26 results on April 9, 2026, These results set the broader IT sector tone and benchmark for Q4 earnings season.

Is Khaitan Chemicals and Fertilizers a good investment ahead of Q4 results?

Khaitan Chemicals and Fertilizers operates in the Fertilisers and Agro-Chemicals sector and its Q4 FY26 performance will be determined by the factors outlined above. Any investment decision should be based on your personal financial goals, risk tolerance and a consultation with a SEBI-registered investment advisor. Access research on Univest.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information including NSE and BSE filings and company investor relations pages. Verify all numbers before investing. Consult a SEBI-registered advisor before making investment decisions.