Gujarat Narmada Valley Fertilizers and Chemicals Limited has informed the Exchange about Investor Presentation
GNFC · price
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GNFC reported strong Q4 FY25-26 results with Total Revenue of ₹2,333 Cr and PAT of ₹392 Cr, driven by improved realizations and lower input costs across most products. For the full year, PAT grew 36% to ₹797 Cr (vs ₹585 Cr) despite lower revenue of ₹8,272 Cr due to Bharuch maintenance shutdown. The company declared a dividend of 210% (₹21 per share). Chemical segment profit jumped to ₹913 Cr from ₹665 Cr due to geopolitical-driven price spikes, while fertilizer segment loss widened to ₹186 Cr due to higher energy costs. The ₹2,100 Cr brownfield capex (WNA, Ammonium Nitrate, Ammonia expansion, Dahej power plant) remains on track, with the power plant expected to start by Q2 FY27. The company is exploring BPA, Polyols, and Acetic Acid expansions, and shifted from INEOS JV discussions to a licensing route for TDI expansion.
The improved chemical margins and lower input costs are positive signals for shareholders, though the fertilizer segment loss remains a concern pending government revisions on energy norms. The strong cash generation and zero debt position provide flexibility for capex execution.