Chambal Fertilisers, Coromandel International, Gujarat State Fertilizers & Chemicals (GSFC), and Rashtriya Chemicals & Fertilizers (RCF) are major players in India’s fertilizer industry. While Chambal excels in urea production, Coromandel leads in phosphatic fertilizers. GSFC and RCF have diversified portfolios, including industrial chemicals. Each company has unique strengths in product range, geographical reach, and financial performance.
| Company | Market Cap (₹ Cr) | Revenue (₹ Cr) | Net Profit (₹ Cr) | ROE (%) | Debt-to-Equity |
|---|---|---|---|---|---|
| Chambal Fertilisers | ~ ₹18,000 Cr | ~ ₹22,000 Cr | ~ ₹1,800 Cr | ~18% | Moderate |
| Coromandel International | ~ ₹35,000 Cr | ~ ₹24,000 Cr | ~ ₹2,000 Cr | ~20% | Low |
| GSFC | ~ ₹7,000 Cr | ~ ₹10,000 Cr | ~ ₹800 Cr | ~12% | Low |
| RCF | ~ ₹6,500 Cr | ~ ₹12,000 Cr | ~ ₹750 Cr | ~10% | High |
| Company | Strengths | Weaknesses |
|---|---|---|
| Chambal Fertilisers | Largest private-sector urea producer; strong distribution in North India. | Dependent on urea subsidies; minimal diversification. |
| Coromandel International | Strong phosphatic fertilizer and crop protection business; low debt. | Dependent on raw material imports; impacted by global commodity prices. |
| GSFC | Diversified chemicals and fertilizers portfolio; government support. | Lower profitability; limited geographical expansion. |
| RCF | Strong PSU backing; extensive industrial chemical range. | High debt; competition from private players. |
| Company | Promoter Holding | Institutional Investors | Public Holding |
|---|---|---|---|
| Chambal Fertilisers | ~60% (KK Birla Group) | ~20% | ~20% |
| Coromandel International | ~57% (Murugappa Group) | ~25% | ~18% |
| GSFC | ~37% (Govt. of Gujarat) | ~35% | ~28% |
| RCF | ~75% (Govt. of India) | ~10% | ~15% |
| Company | Future Strategies |
|---|---|
| Chambal Fertilisers | Expanding urea capacity; improving energy efficiency. |
| Coromandel International | Investing in specialty fertilizers, organic growth, and backward integration in raw materials. |
| GSFC | Strengthening industrial chemicals segment; increasing specialty fertilizers. |
| RCF | Modernizing plants; diversifying into green hydrogen and bio-fertilizers. |
| Company | Primary Customers | Market Focus |
|---|---|---|
| Chambal Fertilisers | Farmers, government urea buyers | Northern & Central India |
| Coromandel International | Farmers, agri-retailers | Southern & Eastern India |
| GSFC | Farmers, industrial clients | Gujarat, Maharashtra |
| RCF | Farmers, industrial chemical buyers | Western India |
For investors or stakeholders, Coromandel appears the most resilient, while Chambal remains a urea powerhouse. GSFC & RCF are stable but less dynamic.
The industrial air compressor sector is led by Atlas Copco (India), Elgi Equipments, Ingersoll-Rand (India), Kirloskar Pneumatic, and Dresser-Rand. Atlas Copco dominates with strong innovation, while Elgi is a rising global competitor. Kirloskar and Ingersoll-Rand focus on industrial applications, while Dresser-Rand specializes in high-end energy solutions.
Trump tariffs could accelerate the shift of U.S. chemical imports from China to India. Beneficiaries include Deepak Nitrite (phenol), Navin Fluorine (fluorochemicals), and Aarti Industries (benzene derivatives). Rising U.S. demand for specialty chemicals favors Indian exporters, though raw material costs and global competition remain key risks.
India’s wire and cable industry is dominated by Finolex Cables, Polycab, Havells, KEI Industries, and RR Kabel. Polycab leads in revenue and market share, while Havells benefits from diversification. KEI is strong in EPC projects, RR Kabel is expanding aggressively, and Finolex focuses on high-quality electrical and communication cables. Each company has unique strategies, strengths, and customer segments, shaping its competitive edge.
