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

Q1 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call Transcript

Aug 7, 2025 / 10:30 AM GMT

Release Date Price: ₹503.25 (-7.68%)

Transcript

Key Points

Positve

The company reported a positive contribution from both TDI 1 and TDI 2 plants, despite not fully recovering fixed costs at TDI 2.
There is an expected revision in energy and fixed cost norms by Q3 of the financial year, which could improve profitability in the fertilizer segment.
The anti-dumping duty on aniline has been extended until mid-2030, providing a stable market environment.
The company has engaged strategic management consultants to identify cost reduction and investment pathways, with implementation plans expected to roll out soon.
Export orders for TDI have been secured at better price realizations compared to domestic sales, indicating potential for increased revenue from international markets.

Negative

The fertilizer segment reported increased losses of around ₹100 crore due to under-recovery of energy costs and lower production volumes.
Shutdowns and outages have impacted production across various segments, including ammonia and methanol, affecting overall revenue.
The TDI prices have not increased substantially, leading to challenges in fully recovering fixed overheads at TDI 2.
The company faced higher repairs and maintenance costs, contributing to the financial strain in the fertilizer segment.
There is a dependency on external ammonia purchases due to production shortfalls, which could lead to increased costs.

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
Q1 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call
Aug 07, 2025 / 10:30AM 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 Gujaratta Valley Fertilizers and Chemicals Limited quarter1 financial year 2025-2026 earnings conference call. This call is hosted by Anurak Services LLP on behalf of GNFC. From the management we have Mr. T Parik, executive director and Chief Financial Officer, Mr. Nitan Pade, executive director, Mr. MIammsi, executive director, Mr. Rajesh Pillai, company secretary, and other senior members from the management.

As a reminder, all participant lines will be in the lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

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