NFLBSENational Fertilizers LtdHighNeutral
Announced Wed, 27 May · 19:34 IST

Audited Annual Accounts for the Financial Year 2025-26

Pat Growth 25pctEbitda Margin ExpansionEmphasis Of MatterDebt Equity ThresholdGoing ConcernResults View source PDF

NFL · price

Loading chart…

▲ 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
-5.1%1-day move
₹77.85
prior close
₹77.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.4-0.5-0.6-0.5-5.1-3.1-3.4-4.3-5.0-4.4+0.0-4.2
Up moveDown movePending
AI summary

National Fertilizers Ltd reported strong annual results for FY 2025-26 with standalone revenue from operations of Rs 21,514.18 crore, up 8.7% from Rs 19,794.50 crore in the previous year. Gross profit improved significantly to Rs 887.35 crore from Rs 702.87 crore. Profit before tax more than doubled to Rs 232.67 crore from Rs 104.08 crore, while net profit after tax grew 122% to Rs 169.65 crore from Rs 76.26 crore. The company recognized subsidy income of Rs 147,997 lakhs on DAP and TSP fertilizers based on Department of Fertilizers guidelines. Consolidated net profit after tax stood at Rs 211.49 crore. Auditors issued unmodified (clean) opinions on both standalone and consolidated financials, though they included an Emphasis of Matter regarding the subsidy income recognition. One joint venture (Urvarak Videsh Limited) was declared dormant with going concern uncertainty. Debt-equity ratio increased to 1.39:1 from 0.72:1.

Likely market impact

The company showed exceptional profitability growth with PAT more than doubling year-on-year, driven by higher subsidy income and improved operational efficiency. However, the significant increase in debt levels and the going concern issue in one joint venture warrant monitoring. The clean audit opinion without qualifications is positive for investors.