Gujarat Narmada Valley Fertilizers and Chemicals Limited has informed the Exchange about General Updates
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GNFC has received a Force Majeure notice from GAIL (India) Limited, its RLNG supplier, due to a Middle East war-related disruption in LNG supply from Petronet LNG. As a result, RLNG allocation to GNFC has been cut to 60% of the Daily Contracted Quantity starting March 6, 2026. This restriction will specifically impact the production of Neem Urea, while manufacturing of other products remains unaffected for now. The company says the full financial impact of this ongoing event cannot be estimated at this point. GNFC will keep the exchanges updated on further developments.
Near-term production of Neem Urea is likely to decline, which could affect revenue and margins from this segment. Investors should watch for updates on supply restoration and any quantified impact, as prolonged disruption could weigh on earnings and sentiment.