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Earnings Call

Gujarat State Fertilizer & Chemicals Earnings Call: Key Takeaways

GSFC achieved record Q4 and FY26 sales despite raw material volatility, leveraging internal ammonia production to mitigate high global gas and sulfur costs.

Highlights
Revenue growthFY26 revenue grew 15% YoY to ₹10,827cr.
MarginsFertilizer margins protected by government subsidies; industrial product margins improving.
Demand visibilityStrong fertilizer demand; H1 FY27 policy rates support Kharif supply.
Management confidenceBalanced; optimistic on internal production, cautious on global input costs.

Growth

FY26 revenue rose 15% to ₹10,827cr, with fertilizer volumes up 12% driven by AS, APS, and DAP segments.

Outlook

Completing a ₹670cr capex cycle; fungible DAP/APS production facility expected by July-August 2026.

Risks

Continued geopolitical tension in the Middle East impacts input cost stability; global spreads on caprolactam remain under pressure.

Source

Earnings Call filed with NSE, NSE: GSFC. Summary written with AI assistance from the document.

Read the document ↗

Gujarat State Fertilizer & Chemicals Ltd: key numbers

Share price
₹156.80
Market cap
₹6,248 Cr
Revenue (annual)
₹10,946 Cr
Net profit (annual)
₹672.8 Cr
P/E (TTM)
9.0×Sector 12.4×
Promoter holding
37.84%+0.00% QoQ
FII holding
12.36%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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