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Investor Presentation

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.

Highlights
Revenue growthOp. revenue ₹2,773 Cr, +41% YoY
MarginsPBT margin 8.7% vs 18.6% Q1, 11.7% Q2 FY26

Growth

Q2 operating revenue ₹2,773 Cr, +41% YoY; PAT ₹185 Cr, +4% YoY. H1 PAT ₹495 Cr vs ₹255 Cr.

Outlook

No guidance given. Executing ammonia, WNA-III, AN-II, CFBC boiler; BPA, polyols under consideration.

Risks

Lower realisations, higher fixed costs, war-driven feed/fuel costs, rising working capital, awaited NBS subsidy rates.

Last quarter's promises, checked

Partly delivered

  • Guided ethyl acetate/acetic acid back 1-Aug, TDI at rated capacity → volumes up QoQ/YoY, chemicals segment ₹177 Cr vs ₹425 Cr Q1 (= PARTIAL)

Missed

  • Guided Kearney savings quantified by Q2-end (₹250-300 Cr est.) → not disclosed in current call (= MISS)
  • Guided most Q1 built-up stock liquidated Jul-Aug (15% by end-Jul) → working capital rising (= MISS)
Source

Investor Presentation filed with BSE, NSE: GNFC. Summary written with AI assistance from the document.

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Gujarat Narmada Valley Fertilizers & Chemicals Ltd: key numbers

Share price
₹511.00
Market cap
₹7,509 Cr
Revenue (annual)
₹7,773 Cr
Net profit (annual)
₹808.6 Cr
P/E (TTM)
7.1×Sector 19.0×
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.

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