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Earnings Call

Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call: Key Takeaways

GNFC reports strong FY26 profitability driven by chemical realizations and exceptional items, despite urea segment headwinds.

Highlights
Revenue growthRevenue up 11% QoQ, 7% YoY; full year comparisons skewed by turnaround.
MarginsChemical margins improved; fertilizer margins under pressure from policy stagnation.
Demand visibilityStrong domestic demand for Technical Grade Urea and Ammonium Nitrate.
Management confidenceConfident 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.

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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