India Equity Analyst - Fundamental & Thematic, Beat the Street

Sudarshan Bhandari

India Equity Analyst - Fundamental & Thematic

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Equity Bottom-Up

Chambal Fertilisers & Chemicals / Equity Bottom-Up

<ul>
<li>CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . </li>
<li>This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions</li>
<li>With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.</li>
</ul>


CFCL is shifting from a subsidy-driven urea player to a diversified Agri-inputs firm, with strong traction in crop protection, biologicals, and a INR 1,645 Cr TAN project. . 
This diversification reduces exposure to regulatory risks, enhances margins, and positions CFCL for long-term structural growth in high-value Agri-solutions
With a near debt-free balance sheet and visibility on INR 900–1,000 Cr revenue from TAN, we now view CFCL as a multi-engine growth story beyond commoditized urea.


The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

Forensic Analyst, Trudence Capital Advisors

Nitin Mangal

Forensic Analyst

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

Forensic Accounting

<ul>
<li>
<a href="https://www.smartkarma.com/entities/meghmani-organics-ltd" target="_blank" data-smartkarma-citation="entities:11264:1" rel="noopener">Meghmani Organics (MEGH IN)</a> group was reconstructed lately; the NCLT approved the demerger post F21, as Meghmani Finechem was listed as new entity, while MOL got demerged with its subsidiary.</li>
<li>MOL continues with the flagship Agrochemicals and Pigments business while MFL takes care of ChlorAlkali products and derivatives. </li>
<li>However, even post the restructuring of the group, MOL continues to have several setbacks in its balance sheet, as highlighted in the insight.</li>
</ul>



Meghmani Organics (MEGH IN) group was reconstructed lately; the NCLT approved the demerger post F21, as Meghmani Finechem was listed as new entity, while MOL got demerged with its subsidiary.
MOL continues with the flagship Agrochemicals and Pigments business while MFL takes care of ChlorAlkali products and derivatives. 
However, even post the restructuring of the group, MOL continues to have several setbacks in its balance sheet, as highlighted in the insight.


India

Meghmani Organics Limited manufactures and sells pigments and agrochemicals.

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Meghmani Organics (MEGH IN)

The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...

Sudarshan Bhandari

Meghmani Organics Ltd- Forensic Analysis

However, even post the restructuring of the group, MOL continues to have several setbacks in its balance sheet, as highlighted in the insight.

Nitin Mangal

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The Beat Ideas: Chambal Fertilisers - From Urea Giant to Agri-Solutions Powerhouse

​CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...

Sudarshan Bhandari

Meghmani Organics Ltd- Forensic Analysis

However, even post the restructuring of the group, MOL continues to have several setbacks in its balance sheet, as highlighted in the insight.

Nitin Mangal

CFCL transitions from urea to diversified Agri-inputs firm, reducing regulatory risks, enhancing margins, and poised for long-term growth with TAN...