| 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
- ₹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.
More from Gujarat Narmada Valley Fertilizers & Chemicals Ltd
All →Gujarat Narmada Valley Fertilizers & Chemicals Management Change
Gujarat Narmada Valley Fertilizers and Chemicals Limited has appointed B S R and Co. as the company's Statutory Auditor for a term of 60 months.
Gujarat Narmada Valley Fertilizers & Chemicals Other Announcement
GNFC has announced the appointment of M/s. B S R and Co. as the new Statutory Auditor of the company.
Gujarat Narmada Valley Fertilizers & Chemicals Annual General Meeting
The company held its 50th Annual General Meeting on September 16, 2026, via video conferencing. Directors and representatives attended the meeting to discuss company proceedings.
Gujarat Narmada Valley Fertilizers & Chemicals Management Change
Gujarat Narmada Valley Fertilizers & Chemicals announced the withdrawal of Shri Rajkumar Beniwal's nomination as Managing Director and the nomination of Shri Sanjeev Kumar for the role.
Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call Transcript: Key Takeaways
GNFC reported its second-highest ever Q1 profit despite global volatility, driven by strong chemical realizations while fertilizer margins deteriorated due to urea energy norm revisions.
Gujarat Narmada Valley Fertilizers & Chemicals Q1 FY27 Results: Net Profit ₹312 Cr, Up 275.9% YoY
Gujarat Narmada Valley Fertilizers & Chemicals Ltd reported revenue from operations of ₹2,238 Cr (+39.8% YoY) and net profit of ₹312 Cr (+275.9% YoY) for Q1 FY27.
- Key figure
- Net profit ₹312 Cr · +275.9% YoY