Chambal Fertilisers and Chemicals Limited Just Missed EPS By 6.5%: Here's What Analysts Think Will Happen Next

As you might know, Chambal Fertilisers and Chemicals Limited (NSE:CHAMBLFERT) last week released its latest yearly, and things did not turn out so great for shareholders. Results look to have been somewhat negative - revenue fell 3.5% short of analyst estimates at ₹182b, and statutory earnings of ₹30.84 per share missed forecasts by 6.5%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. So we collected the latest post-earnings statutory consensus estimates to see what could be in store for next year.

See our latest analysis for Chambal Fertilisers and Chemicals

Taking into account the latest results, the current consensus from Chambal Fertilisers and Chemicals' dual analysts is for revenues of ₹192.8b in 2025. This would reflect a credible 5.8% increase on its revenue over the past 12 months. Per-share earnings are expected to jump 36% to ₹43.20. In the lead-up to this report, the analysts had been modelling revenues of ₹187.5b and earnings per share (EPS) of ₹35.00 in 2025. There's been a pretty noticeable increase in sentiment, with the analysts upgrading revenues and making a great increase in earnings per share in particular.

With these upgrades, we're not surprised to see that the analysts have lifted their price target 13% to ₹403per share.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's pretty clear that there is an expectation that Chambal Fertilisers and Chemicals' revenue growth will slow down substantially, with revenues to the end of 2025 expected to display 5.8% growth on an annualised basis. This is compared to a historical growth rate of 18% over the past five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 12% annually. So it's pretty clear that, while revenue growth is expected to slow down, the wider industry is also expected to grow faster than Chambal Fertilisers and Chemicals.

The Bottom Line

The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Chambal Fertilisers and Chemicals' earnings potential next year. Fortunately, they also upgraded their revenue estimates, although our data indicates it is expected to perform worse than the wider industry. We note an upgrade to the price target, suggesting that the analysts believes the intrinsic value of the business is likely to improve over time.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. We have analyst estimates for Chambal Fertilisers and Chemicals going out as far as 2027, and you can see them free on our platform here.

Before you take the next step you should know about the 1 warning sign for Chambal Fertilisers and Chemicals that we have uncovered.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.