we are attaching the investor presentation for the con call scheduled on 25/05/26
GSFC · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
GSFC reported FY 25-26 results with Operating Revenue up 15% to Rs. 10,827 Cr and EBITDA surging 24% YoY to Rs. 781 Cr. PAT grew 14% to Rs. 652 Cr. The Fertilizer segment achieved 12% volume growth to 22.31 LMT but faced margin pressure from sharply higher raw material costs (Sulphur, Sulphuric Acid) due to geopolitical developments. The Industrial Products segment delivered its highest yearly EBIT in 4 years (Rs. 200 Cr vs Rs. 56 Cr YoY), driven by Technical Grade Urea, HX Crystal, and higher Melamine exports. The company capitalized Rs. 675 Cr in projects during the year and has ongoing capex including a 1200 MTPD C-Train Modification and a Phosphoric Acid/Sulphuric Acid plant at Sikka. Q1 26-27 outlook remains cautious due to raw material volatility and mixed demand in Industrial Products.
Strong top-line and EBITDA growth, but rising raw material costs are squeezing Fertilizer segment margins. The Industrial Products turnaround and ongoing capex execution are positives, though Q1 guidance signals continued headwinds in both segments.