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

Q2 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call Transcript

Nov 13, 2025 / 10:30 AM GMT

Release Date Price: ₹516.5 (-0.56%)

Transcript

Key Points

Positve

The board has approved a significant downstream project for ammonium nitrate melt with a capacity of 163,000 tons, aligning with upstream production.
The company has a robust pipeline of ongoing capital expenditures totaling approximately ₹2,800 crore, indicating strong future growth potential.
Anti-dumping duties have been extended for five years on imports from the EU, Saudi Arabia, Middle East, and Taiwan, which could protect domestic market share.
The government has revised fertilizer subsidies upwards, potentially cushioning against raw material price increases.
Operational improvements have been noted, with increased production volumes and reduced input costs contributing to better financial performance.

Negative

There were small operational outages at Baruch and Dah, impacting production volumes.
The company faces challenges with acetic acid production due to methanol availability and cost issues.
Aniline volumes and margins are under pressure due to increased imports.
There is a significant demand notice from the Department of Telecommunications amounting to ₹21,370 crore, which is under dispute.
Despite improvements, the fertilizer segment continues to report losses, with no immediate resolution in sight.

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
Q2 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call
Nov 13, 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 Gujarat Narmada Valley Fertilizer and Chemicals Limited GNFC conference call for Q2 FY26 earnings.

This call is being hosted by Anurak Services LLP on behalf of GNFC Limited.

From the management we have Mr. DV Pari, executive Director and CFO, Mr. Nathan Patel, executive director.

Mr. Rajesh Pillay, company secretary and compliance officer, and other senior members from 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

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