ALFA Finder| Management target | Revenue FY27 |
|---|
| Revenue growth | 64% YoY revenue growth driven by record fertilizer sales. |
|---|---|
| Margins | Fertilizer margins halved; Industrial product margins improved via Capro-Benzene spreads. |
| Demand visibility | Strong monsoon revival in July improved demand outlook for Rabi season. |
| Management confidence | Balanced, though concerned about volatile global raw material pricing. |
Growth
Revenue grew 64% YoY to ₹3,583 crore; fertilizer volumes rose 17% to 5.26 lakh MT.
Outlook
Budgeted fertilizer sales exceed 22 lakh MT for FY27; new phosphoric acid projects planned at Sikka.
Risks
EBITDA margins for fertilizers collapsed from 8.49% to 4.09% due to soaring input costs.
Earnings Call Transcript 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.