Investor Presentation - Q-4 FY 2025-26
GNFC · price
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GNFC reported strong Q4 FY 25-26 results with Total Revenue of ₹2,333 Cr and PAT of ₹392 Cr, both showing significant sequential and year-on-year improvement. For the full year FY 25-26, PAT stood at ₹797 Cr vs ₹585 Cr in FY 24-25, driven by softening input costs across key feedstocks like Toluene, Benzene, and Ammonia, combined with better product realizations due to geopolitical factors. The company declared a dividend of 210% (₹21 per share) with a 39% payout ratio. EPS improved to ₹54.27 from ₹39.85. Fertilizer segment continues to incur losses but reduced due to lower fixed costs. Chemical segment performance improved significantly. Brownfield capex of ₹2,100 Cr (WNA, Ammonium Nitrate, Ammonia expansion) is on track, with Dahej power plant expected by Q2 FY 26-27.
Positive for shareholders: PAT grew 36% YoY, margins improved significantly, and dividend payout is attractive. The company's multi-product strategy and capex pipeline support long-term growth, though fertilizer segment losses and pending government cost revisions remain concerns.