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Earnings Call

Gujarat State Fertilizer & Chemicals Earnings Call: Key Takeaways

GSFC reported strong Q4 FY26 results with highest-ever quarterly sales of ₹2,622cr. Strategy focuses on industrial product margin expansion and fertilizer segment operational stability.

Highlights
Revenue growth15% YoY growth in FY26.
MarginsIndustrial product margins improving; caprolactam-benzene spreads >$800/MT.
Demand visibilityPositive for fertilizers; mixed for industrial products.
Management confidenceHigh; 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.

Source

Earnings Call filed with BSE, 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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