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Earnings Call

Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call: Key Takeaways

GNFC delivered strong Q4 FY26 results with PAT rising to ₹392 Cr, driven by improved sales realization and lower input costs.

Why this was an Alfa AlertNot a filter event. No specific prior guidance range was provided to benchmark the results against.
Highlights
Revenue growthQ4 revenue ₹2,208 Cr vs ₹1,996 Cr (QoQ).
MarginsMargins improved due to softening input costs and better realization.
Demand visibilityServing industry needs for Ammonium Nitrate and Technical Grade Urea.
Management confidenceHigh; citing improved margin profiles and value-accretive capex.

Growth

Q4 revenue grew 11% QoQ to ₹2,208 Cr; PAT surged 161% QoQ. Annual FY26 PAT grew 36% YoY.

Outlook

₹2,100 Cr brownfield capex for Nitric Acid and Ammonia expansions; Dahej power plant operational by Q2 FY27.

Risks

Feedstock availability issues due to geopolitical war situations and annual maintenance shutdowns at Bharuch impact volumes.

Source

Earnings Call filed with BSE, NSE: GNFC. Summary written with AI assistance from the document.

Read the document ↗

Gujarat Narmada Valley Fertilizers & Chemicals Ltd: key numbers

Share price
₹630.30
Market cap
₹9,262 Cr
Revenue (annual)
₹7,773 Cr
Net profit (annual)
₹808.6 Cr
P/E (TTM)
8.9×Sector 12.4×
Promoter holding
41.30%+0.00% QoQ
FII holding
13.11%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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