Announced Fri, 22 May · 13:54 IST

we are attaching herewith media release giving highlights of the financial results for the quarter and year ended 31/03/26

Mgmt Guided Margin ImprovementCfo Debt Reduction RoadmapAnalyst Day Multiyear TargetsInvestor Communications View source PDF

GSFC · price

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

Price reaction · full curve 14 horizons · vs prior close
-3.3%1-day move
₹174.69
prior close
₹169.34
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AI summary

GSFC reported strong FY 2025-26 results with operating revenue up 15% to Rs 10,827 Cr and PAT up 14% to Rs 652 Cr. The company achieved its highest-ever quarterly sales in Q4 at Rs 2,622 Cr. The Fertilizer segment delivered 17% sales growth and 12% volume growth (19.88 to 22.31 LMT) but faced profitability pressure from rising raw material costs due to geopolitical factors. The Industrial Products segment recorded its highest yearly profitability in 4 years with EBIT jumping from Rs 56 Cr to Rs 200 Cr, driven by Technical Grade Urea, HX Crystal, and Melamine exports. The company commissioned Rs 675 Cr of projects during FY 26-27 including Urea revamping, SA-V expansion, and Solar power. Ongoing capex includes C-Train APS modification and Phosphoric/Sulphuric Acid projects at Sikka. Management expects mixed demand conditions in Q1 FY27 with potential margin improvement from a 10% NBS rate increase for fertilizers.

Likely market impact

The stock shows strong revenue and profitability growth with margin expansion (EBITDA up 24% vs revenue up 15%), driven by Industrial Products. The multi-year capex pipeline signals sustained investment for future growth, though fertilizer margins remain exposed to raw material volatility. Overall, this is a positive results beat with improving operational efficiency.