GNFC Q2 revenue rises, profit falls; expansion plan details capacity additions

Multi-year targets disclosedInvestor Communications View source PDF Explain this filing

GNFC · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-9.3%Reaction day

₹510.85

prior close

₹496.00

announcement price

After-mkt

timing

Nifty Microcap 250market+0.3%-9.5% vs market

Commodity Chemicals peers, median of 58sector+0.0%-9.3% vs sector

On the reaction day the stock moved 9.5 pts less than Nifty Microcap 250 and 9.3 pts less than its Commodity Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-3.3

10m

-2.7

15m

-2.4

30m

-4.0

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-9.3+0.3-9.5+0.0-9.3

Next day

-7.9+2.4-10.3+0.7-8.6

-10.0+3.6-13.6+1.3-11.3

-11.7pendingpending+1.1-12.8

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15d

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UpDownMarket · Nifty Microcap 250Sector · Commodity Chemicals peers, median of 58Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY26-27 revenue was ₹2,901 crore versus ₹2,339 crore in Q1, but PBT fell to ₹241 crore from ₹416 crore as lower realisations and higher fixed costs offset volume gains; PAT was ₹185 crore. H1 revenue and PBT were ₹5,240 crore and ₹657 crore, with prior-year comparison distorted by the Bharuch turnaround. The expansion plan lists capacities through FY30-31, including 50 KTPA ammonia and 163 KTPA ammonium nitrate. Borrowings were ₹109 crore.

Likely market impact

Higher revenue but weaker profit may weigh on sentiment. Capacity additions could support future sales, but subsidy and input-cost risks remain.