| Revenue growth | Revenue up 11% QoQ, 7% YoY; full year comparisons skewed by turnaround. |
|---|---|
| Margins | Chemical margins improved; fertilizer margins under pressure from policy stagnation. |
| Demand visibility | Strong domestic demand for Technical Grade Urea and Ammonium Nitrate. |
| Management confidence | Confident in chemicals and projects; defensive on fertilizer policy delays. |
Growth
PAT grew 35% YoY to ₹797cr; chemical segment saw 6-28% price realization increases QoQ.
Outlook
₹2800cr capex for FY27; Ammonia/Nitric Acid expansions on track for completion next year.
Risks
Urea losses widening due to delayed fixed cost/energy norm revisions; high gas prices impacting methanol.
Earnings Call filed with BSE, NSE: GNFC. Summary written with AI assistance from the document.
Gujarat Narmada Valley Fertilizers & Chemicals Ltd: key numbers
- Share price
- ₹478.55
- Market cap
- ₹7,032 Cr
- Revenue (annual)
- ₹7,773 Cr
- Net profit (annual)
- ₹808.6 Cr
- P/E (TTM)
- 6.7×Sector 11.4×
- Promoter holding
- 41.30%+0.00% QoQ
- FII holding
- 13.70%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gujarat Narmada Valley Fertilizers & Chemicals Ltd
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Gujarat Narmada Valley Fertilizers & Chemicals Other Announcement
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Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call Transcript: Key Takeaways
Q2 FY27 improved year-on-year but margins fell sequentially on product realisation, coal costs and wage provisions. Management declined to comment on Q3 or October trends.
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GNFC clarified its November 2, 2026 board meeting date was wrongly printed as 2025 in earlier intimations. Only the date is corrected; other information is unchanged.
Gujarat Narmada Valley Fertilizers & Chemicals Investor Presentation: Key Takeaways
Q2 FY27 operating revenue ₹2,773 Cr (+41% YoY, +24% QoQ); PAT ₹185 Cr (+4% YoY, −40% QoQ) on lower realisations and higher fixed costs. Company gives no guidance.
Gujarat Narmada Valley Fertilizers & Chemicals Q2 FY27 Results: Net Profit ₹194 Cr, Up 8.4% YoY
Gujarat Narmada Valley Fertilizers & Chemicals Ltd reported revenue from operations of ₹2,773 Cr (+40.9% YoY) and net profit of ₹194 Cr (+8.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹194 Cr · +8.4% YoY