Loading…
← CockpitCompetitor Analysis › FACT.NS Fertilizers & Chemicals TravancoreOpen in the cockpit ↗

Fertilizers & Chemicals TravancoreFACT.NSCompetitor analysis, valuation and peers

India · INR·Chemicals›Chemicals: Agricultural

State-owned Indian fertilizer maker producing ammonium sulphate and other nitrogenous/phosphatic fertilizers, plus caprolactam.

≈ A state-owned US fertilizer producer like CF IndustriesMomentum weak 33
Mkt cap
$5.14B
US dollars, full cap
Free float
1%
of shares outstanding
$/day
$1.10M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-17.7 pp
WACC 16.6%
Hurdle
n/a
no reverse DCF
Close · INR₹750.25
1D-1.2%
1W+12.0%
1M+0.4%
3M-11.0%
6M-18.2%
YTD-17.8%
1Y-16.9%
ATR %3.5%
Beta1.19
52w lowhigh29.1% off high

What Fertilizers & Chemicals Travancore does

State-owned Indian fertilizer maker producing ammonium sulphate and other nitrogenous/phosphatic fertilizers, plus caprolactam.

Much of its fertiliser income comes as government subsidy on top of what farmers pay, which makes the state both owner and payer. Caprolactam, a nylon raw material, is sold at market prices and ties part of earnings to the chemical cycle. The Government of India is the majority shareholder, and the main plants are in Kerala.

In one line: A state-owned US fertilizer producer like CF Industries.

Products and services

  • Ammonium sulphate fertilizer
  • NPK/complex fertilizers
  • Caprolactam (chemicals)

Customers

  • Indian farmers (via dealer network)
  • Industrial buyers of caprolactam

Where it sits in the supply chain

  • Materials
  • Agricultural chemicals
  • Fertilizers - India

What could go right

  • Government subsidy support for fertilizer sector
  • Capacity expansion plans

What could go wrong

  • Government subsidy/pricing policy risk
  • Natural gas feedstock cost volatility

Moat: narrow (regulatory licence, state ownership). A long-established state-owned producer benefiting from government subsidy mechanisms and licensing.

Headquarters: Kochi, India · Founded: 1943 · Employees: 1,481

Named competitors

Fertilizers & Chemicals Travancore at a glance

Size Fertilizers & Chemicals Travancore (FACT.NS) is an India Materials company (Chemicals: Agricultural) with a market value of $5.14B, the 207th largest of 1,058 India companies the cockpit tracks. Shares closed at ₹750.25 on 6 Nov 2026.

Performance Over six months the shares fell 18.2%, against -25.6% for the median peer and 0.0% for the India market (cap-weighted) — 7th highest of 21 in its peer set.

Growth Revenue grew 32.0% over the last twelve months (peer median +4.9%); the operating margin is -0.3% (peer median 11.5%).

Valuation It trades at 8.2× enterprise value to sales against a peer median of 1.7× (most expensive of 21).

Capital Return on invested capital runs 17.7 points below its cost of capital (16.6% WACC).

Relative performance

8010011 May 202611 Aug 20266 Nov 2026FACT.NS 83Peer median 75
Six months, rebased to 100: Fertilizers & Chemicals Travancore against the median of its 20 peers (local-currency closes).

Fertilizers & Chemicals Travancore financials

Reported figures in INR; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue₹59.3B₹31.5B₹24.4B₹29.4B₹31.6B
Revenue growth—+29%-17%-7%—
Gross profit₹8.99B-₹21.3B-₹12.0B-₹14.0B-₹17.4B
EBITDA₹154M-₹24.9B-₹15.0B-₹17.5B-₹22.6B
Net income-₹1.06B-₹396M₹412M₹1.28B₹6.13B
Free cash flown/a-₹9.07B₹1.65B₹2.88B₹6.28B
Capital expendituren/a₹1.11B₹1.53B₹1.56B₹928M
Total debtn/a₹18.3B₹18.0B₹18.1B₹18.4B

Quarterly statements and history in the cockpit →

Fertilizers & Chemicals Travancore competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%-20%-10%0%+10%UPLDNLICLSMGMOS600486000902603077000155301035YAR002539002312002258600596SUMICHEMATUL000422BAYERCROPFACT.NS6-month return →1-month return →
Up and to the right = strong over both horizons. Fertilizers & Chemicals Travancore is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%2×4×6×8×UPLDNLICLSMGMOS600486000902603077000155301035YAR002539SUMICHEMATUL000422BAYERCROPFACT.NSRevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Fertilizers & Chemicals Travancore is the large dot.

Fertilizers & Chemicals Travancore competitors and peer comparison

Head to head with its named competitors (FACT.NS vs COROMANDEL.NS vs CHAMBLFERT.NS vs GSFC.NS)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Fertilizers & Chemicals Travancore FACT.NS$5.14B-18%+32%0%8.2×n/a
Coromandel International COROMANDEL.NS$5.69B-7%+24%8%1.6×n/a
Chambal Fertilisers & Chemicals CHAMBLFERT.NS$1.63B-15%+6%12%0.8×n/a
Gujarat State Fertilizers & Chemicals GSFC.NS$588M-22%+37%3%0.4×23.2%
Rashtriya Chemicals & Fertilizers RCF.NS$590M-23%+18%4%0.3×n/a
Paradeep Phosphates PARADEEP.NS$1.57B+12%+31%7%1.0×n/a
National Fertilizers NFL.NS$321M-21%+23%3%0.1×n/a

How Fertilizers & Chemicals Travancore compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Fertilizers & Chemicals Travancore against its 20 peers (data as of 6 Nov 2026)
MeasureFACT.NSPeer medianRank in peer set
1-month return+0.4%-5.2%7th highest of 21
6-month return-18.2%-25.6%7th highest of 21
Distance from 52-week high-29.1%-33.7%6th highest of 21
Revenue growth (TTM)+32.0%+4.9%2nd highest of 21
Operating margin-0.3%11.5%2nd lowest of 21
EV / Sales8.2×1.7×most expensive of 21
ROIC minus cost of capital-17.7 pp+0.6 pplowest of 21
Net debt / EBITDA14.3×1.8×most indebted of 11

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Fertilizers & Chemicals Travancore FACT.NSIndia$5.14B-18%+32%0%8.2×n/an/a
UPL UPL.NSIndia$4.78B-18%+10%14%1.6×10.9%+6.0%
Dyno Nobel DNL.AXAustralia$4.64B+6%-17%15%2.2×n/an/a
ICL ICLUnited States$6.04B-27%+11%11%1.2×3.5%+7.2%
Scotts Miracle-Gro SMGUnited States$3.77B+6%-4%14%1.8×7.5%-7.8%
Mosaic Company (The) MOSUnited States$7.11B+2%0%3%1.1×n/an/a
Jiangsu Yangnong Chemical 600486.SSChina$3.42B-22%+3%13%2.0×0.8%+3.8%
YONFER Agricultural Technology 000902.SZChina$2.69B-2%+15%11%1.1×n/an/a
Sichuan Hebang Biotechnology 603077.SSChina$2.59B-30%-24%-1%3.3×n/an/a
Sichuan New Energy Power 000155.SZChina$2.54B-47%+98%32%4.8×n/an/a
Shandong Weifang Rainbow Chemical 301035.SZChina$2.42B-32%+6%12%1.3×-0.1%+15.0%
Yara International YAR.OLNorway$11.0B-26%+2%13%0.8×-6.9%+8.3%
Chengdu Wintrue 002539.SZChina$2.09B-24%+6%6%1.3×n/an/a
Sichuan Development Lomon 002312.SZChina$1.93B-36%+5%6%1.9×8.2%+14.0%
Lier Chemical 002258.SZChina$1.85B+20%+6%8%1.9×n/an/a
Zhejiang Xinan Chemical Industrial 600596.SSChina$1.75B-31%+5%2%1.0×12.4%+3.1%
Sumitomo Chemical India SUMICHEM.NSIndia$1.74B-34%-3%18%4.8×23.4%+4.1%
Tata Chemicals TATACHEM.NSIndia$1.64B-25%+2%3%1.0×n/an/a
Atul ATUL.NSIndia$1.63B-26%+18%12%2.0×18.2%+11.0%
Hubei Yihua Chemical Industry 000422.SZChina$1.60B-42%+15%5%1.5×n/an/a
Bayer Cropscience India BAYERCROP.NSIndia$1.58B-28%-5%15%2.7×16.1%+5.9%

Questions

Who are Fertilizers & Chemicals Travancore's main competitors?
Named competitors: Coromandel International (COROMANDEL.NS), Chambal Fertilisers (CHAMBLFERT.NS), Gujarat State Fertilizers & Chemicals (GSFC.NS), Rashtriya Chemicals and Fertilizers (RCF.NS), Paradeep Phosphates (PARADEEP.NS), National Fertilizers (NFL.NS). The cockpit's measured peer set (industry) also includes UPL (UPL.NS), Dyno Nobel (DNL.AX), ICL (ICL), Scotts Miracle-Gro (SMG), Mosaic Company (The) (MOS), Jiangsu Yangnong Chemical (600486.SS).
Is Fertilizers & Chemicals Travancore expensive compared with its peers?
On ev / sales it trades at 8.2× against a peer median of 1.7×, most expensive of 21 in its peer set.
How has Fertilizers & Chemicals Travancore stock performed?
Over six months to 6 Nov 2026 the shares returned -18.2% against -25.6% for the median peer; over one year -16.9%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.