| Revenue growth | 15% YoY growth in FY26. |
|---|---|
| Margins | Industrial product margins improving; caprolactam-benzene spreads >$800/MT. |
| Demand visibility | Positive for fertilizers; mixed for industrial products. |
| Management confidence | High; citing robust demand and government subsidy support. |
Growth
FY26 standalone revenue grew 15% YoY to ₹10,827cr; PAT increased 14% to ₹652cr.
Outlook
Ongoing ₹670cr+ capex projects; DAP train conversion at Sikka unit for fungible NPK production by Aug 2026.
Risks
Global raw material price volatility (sulfur, ammonia) and geopolitical disruptions affecting input costs.
Earnings Call filed with BSE, NSE: GSFC. Summary written with AI assistance from the document.
Gujarat State Fertilizer & Chemicals Ltd: key numbers
- Share price
- ₹147.34
- Market cap
- ₹5,871 Cr
- Revenue (annual)
- ₹10,946 Cr
- Net profit (annual)
- ₹672.8 Cr
- P/E (TTM)
- 10.3×Sector 11.4×
- Promoter holding
- 37.84%+0.00% QoQ
- FII holding
- 12.51%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Gujarat State Fertilizer & Chemicals Ltd
All →Gujarat State Fertilizer & Chemicals Earnings Call Transcript: Key Takeaways
GSFC delivered record Q2 revenue, but profitability collapsed as massive raw material price hikes severely compressed fertilizer margins.
Gujarat State Fertilizer & Chemicals Merger & Restructuring Worth ₹0.65 Cr
GSFC will cut its GPLCL stake to 11%, selling 6.5 lakh shares to Gujarat Maritime Board for Rs 65 lakh. GPLCL will cease to be a subsidiary.
- Value
- ₹0.65 Cr
Gujarat State Fertilizer & Chemicals Investor Presentation: Key Takeaways
Q2 FY27 operating revenue Rs 4,711 Cr (+50% YoY), but PAT fell 43% to Rs 183 Cr and EBITDA fell 61% to Rs 131 Cr on raw-material cost spikes.
Gujarat State Fertilizer & Chemicals Q2 FY27 Results: Net Profit ₹200.2 Cr, Down 38.2% YoY
Gujarat State Fertilizer & Chemicals Ltd reported revenue from operations of ₹4,741 Cr (+48.7% YoY) and net profit of ₹200.2 Cr (-38.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹200.2 Cr · -38.2% YoY
Gujarat State Fertilizer & Chemicals Capacity Expansion
Gujarat State Fertilizers & Chemicals approved setting up a new Phosphoric Acid and Sulphuric Acid plant at its Sikka Unit for backward integration.
- manufacturing capacity
- 2400.0 MTPD
Gujarat State Fertilizer & Chemicals Board Meeting Date
Gujarat State Fertilizers & Chemicals Ltd has scheduled a board meeting for 2nd November, 2026, to consider and approve its unaudited financial results.