Rashtriya Chemicals & Fertilizers (RCF) delivered exceptional Q4 FY26 results with consolidated net profit skyrocketing 158% year-on-year to ₹186.72 crore, compared with ₹72.46 crore in the corresponding quarter last year. According to Business Standard, the company's revenue from operations rose 49.6% YoY to ₹5,580.57 crore during the quarter ended March 2026, up from ₹3,729.67 crore in Q4 FY25. Profit before exceptional items and tax stood at ₹230.74 crore in Q4 FY26, compared with ₹95.96 crore in Q4 FY25. The company reported an exceptional loss of ₹45.10 crore during the quarter.
EBITDA climbed 81.6% year-on-year to ₹324 crore in Q4 FY26, demonstrating significant operational improvement over the previous year. As per The Economic Times, EBITDA margin expanded to 5.8% from 4.8% in the corresponding period last year, reflecting better operational efficiency and improved cost management. The company's cost of materials consumed stood at ₹1,486.75 crore (down 6.48% YoY), while employee benefits expense was at ₹178.81 crore (up 23.07% YoY). The segmental performance showed revenue from fertilizers at ₹3,021.73 crore (up 3.05% YoY), trading income at ₹2,059.41 crore (up 446.35% YoY), and industrial chemicals revenue at ₹495.80 crore (up 18.77% YoY).
On a full-year basis, consolidated net profit jumped 76% to ₹427.45 crore on a 9.1% rise in revenue to ₹18,480.17 crore in FY26 over FY25, according to The Economic Times and Business Standard. The board of directors has recommended a final dividend of ₹1.34 per equity share of face value ₹10 each (13.4%) for the financial year ended March 31, 2026, subject to shareholders approval at the ensuing Annual General Meeting. The final dividend will be paid within 30 days from the date of its declaration at the AGM. Additionally, the company has declared a total FY26 dividend of ₹2.34 per share. The company also reported standalone profit after tax of ₹188.63 crore for Q4 FY26, compared with ₹72.65 crore in the corresponding quarter last year.
RCF shares surged 9% in early trade on Friday, hitting an intraday high of ₹136.5 per share after the strong quarterly results announcement, as reported by Business Standard. However, at 12:15 PM, the stock pared some gains and was up 4.59% at ₹131.3 per share, compared with the previous close. The buying on the counter came after the company released its Q4FY26 results on Thursday, after market hours. The sharp rise in quarterly earnings and revenue, along with improved full-year profitability and dividend announcement, boosted investor sentiment towards the stock. Despite the strong rally, the stock has remained under pressure over the past year, declining around 16%. The company currently commands a market capitalisation of ₹6,860.24 crore, while its 52-week high stands at ₹166.50. On the valuation front, RCF trades at a PE ratio of 21.43, with a Price-to-Sales ratio of 0.41 and a Price-to-Book ratio of 1.41, indicating relatively moderate valuations within the sector.
