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Q3 2026 results show Ca Mau Fertilizer (DCM) with revenue up 92.1% and after-tax profit above VND 432 billion, while Phu My Fertilizer (DPM) profit fell about 81% as input gas costs rose and urea prices fell. DAP-Vinachem profit dropped 95.7%.
Diverging urea producer margins reflect higher gas input costs against lower urea selling prices, which points to softer urea pricing for Vietnamese producers and buyers.
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Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.