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

Q3 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call Transcript

Feb 11, 2026 / 10:30 AM GMT

Release Date Price: ₹478.05 (-2.17%)

Transcript

Key Points

Positve

The fertilizer segment showed stability with slight improvement in NBS rates, leading to better performance in complex fertilizers and urea.
Chemical segment saw an improvement in volumes, despite pricing pressures.
Losses in the fertilizer segment have decreased due to favorable subsidy freight rates.
Operational income has improved, driven by increased volumes in both chemical and fertilizer segments.
Capacity building CapEx has been approved, including a new boiler project expected to enhance operational efficiency and reliability.

Negative

Pricing pressure remains a challenge in the chemical segment, affecting most products except EDI.
Global and geopolitical uncertainties, particularly concerning methanol, continue to impact the business.
There is a delay in the weak nitric acid project, although it is not affecting critical path activities.
The company is still negotiating savings from operational cost improvements, with no confirmed savings yet.
The fixed cost revision expected by June 2026 is pending government decision, with no further industry meetings planned.

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
Q3 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call
Feb 11, 2026 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good evening ladies and gentlemen, and welcome to the Gujarat Narmada Valley Fertilizers and Chemicals Limited Q3 FR 26 earnings conference call.

This conference is being hosted by Anurag Services LLP on behalf of GNFC Limited.

From the management today we have on the call Mr. DV Pari, executive Director and CFO.

Mr. Nitin Patel, executive Director, Mr. PK Purohit, executive director, Mr. Rajesh Pillai, 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

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