Gujarat State Fertilizers & Chemicals Ltd (BOM:500690)

Q1 2027 Gujarat State Fertilizers & Chemicals Ltd Earnings Call Transcript

Aug 13, 2026 / 10:00 AM GMT

Release Date Price: ₹158.6 (-1.31%)

Transcript

Key Points

Positve

Record Q1 revenue of Rs. 3,583 crore, up 64% year-on-year, driven by highest-ever Q1 fertilizer sales.
Profit after tax increased 15% year-on-year to Rs. 161 crore, with a 204% quarter-over-quarter jump.
Industrial products segment delivered excellent performance with 15% sales growth and a fourfold increase in EBIT.
Strong balance sheet with no long-term debt and timely government subsidy releases, keeping working capital optimal.
Strategic CapEx projects (APS capacity enhancement, phosphoric/sulfuric acid plants) on track to strengthen integrated operations.

Negative

Unprecedented inflation in raw materials: sulfur prices up 231%, ammonia up 144%, natural gas up 38%, P2O5 up 30% year-on-year.
Fertilizer EBIT margin compressed from 8.49% to 4.09% due to high input costs.
Melamine production and sales were virtually nil due to high natural gas costs and cheap Chinese imports, prompting anti-dumping plea.
Cash crunch led to Rs. 500 crore borrowings at end of June, with subsidy dues of Rs. 500 crore outstanding.
Geopolitical tensions (Russia-Ukraine, Middle East) continue to create uncertainty in raw material availability and pricing.

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

GSFC.NS - Gujarat State Fertilizers & Chemicals Ltd
Q1 2027 Gujarat State Fertilizers & Chemicals Ltd Earnings Call
Aug 13, 2026 / 10:00AM 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 the Gujarat State Fertilizers and Chemicals Limited Q1FY27 Earnings Conference Call.

This call is being hosted by Anurag Services LLC on behalf of GSFC Limited. Representing the management, we have Mr. S.K. Bajpai, Senior VP and CFO alongside other senior executives. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions of the. The presentation concludes.

Should you need assistance during the conference call, please signal an operator by presenting star then zero on your touchstone phone. Please note that this call is being recorded.

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