ALFA Finder| Margins | Pressure from higher input costs and divergent feed cost vs realization. |
|---|---|
| Demand visibility | Lower volumes in majority of products partially offset by better realizations. |
Growth
Revenue increased marginally Q-o-Q due to better realization, but PBT fell from ₹526 Cr to ₹416 Cr on higher fixed costs.
Outlook
Executing ₹6,000+ Cr capex including Ammonia, Weak Nitric Acid, and Ammonium Nitrate expansions. Positive energy norm impact of ₹61 Cr.
Risks
Geopolitical tensions affecting feed costs vs output realization; higher input and fixed costs impacting margins.
Last quarter's promises, checked
Delivered
- Guided CCPP operational by Q2 → Delivered operational (BEAT)
- Guided positive energy norm impact → Delivered ₹61 Cr (BEAT)
Partly delivered
- Guided ₹2,800 Cr FY27 capex → Ongoing execution of ₹6,000 Cr plan (PARTIAL)
Missed
- Guided WNA project on track → Delivered 2.5 month delay (MISS)
Investor Presentation 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
All →Gujarat Narmada Valley Fertilizers & Chemicals Annual General Meeting
GNFC shareholders approved, via postal ballot closed November 5, 2026, the appointment of Shri Sanjeev Kumar as Director and Managing Director. The resolution passed with 97.46% of votes cast in favour.
Gujarat Narmada Valley Fertilizers & Chemicals Other Announcement
GNFC informed exchanges that its RTA, KFin Technologies, is moving its corporate office effective 1 December 2026. The registered office and the company's own operations are unaffected.
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.
Gujarat Narmada Valley Fertilizers & Chemicals Board Meeting Date
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