Gujarat Narmada Valley Fertilizers & Chemicals Ltd (BOM:500670)

Q4 2025 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call Transcript

May 26, 2025 / 09:30 AM GMT

Release Date Price: ₹546.35 (+6.43%)

Transcript

Key Points

Positve

The board of directors has recommended a dividend of 180%, an increase from the previous 165%.
The company has a significant capital expenditure plan of around 2,900 crore at various stages of execution, aimed at improving efficiency and cost savings.
Sales volume growth was reported across several products, with notable increases in TGUa (52%), Aniline (15%), and Formic Acid (6.7%).
The chemical segment showed strong performance, contributing positively to the company's profitability.
The company is working on strategic initiatives to optimize procurement and power costs, which could lead to future cost savings.

Negative

The company experienced an elongated shutdown of the TDI 2 plant, resulting in a loss of approximately 300 crore in revenue and 100 crore in profits.
There was a net loss of roughly 100 crore in other comprehensive income due to a decline in the prices of listed investments.
The TDI production was down by 44% due to the extended shutdown, impacting overall production volumes.
Input cost advantages from reduced petrochemical prices were offset by pricing pressures on TDI output.
The company anticipates limited volume growth in FY 526 due to a planned three-week shutdown at the beginning of the financial year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

GNFC.NS - Gujarat Narmada Valley Fertilizers & Chemicals Ltd
Q4 2025 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call
May 26, 2025 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Gujarat Narmada Valley Fertilizers and Chemical Limited 4 financial year 2,425 earnings conference call hosted by Services LLP on behalf of GFC. From the management we have DV, executive director and Chief Financial Officer, Mr. Wayan Patel, head of department, Mr. Rajesh Pillay, Co secretary in charge, and other senior members of the management. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on the touchstone phone.

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