Gujarat Narmada Valley Fertilizers & Chemicals Ltd (NSE:GNFC)

Q4 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call Transcript

May 19, 2026 / 10:30 AM GMT

Release Date Price: ₹545.95 (+5.17%)

Transcript

Key Points

Positve

Gujarat Narmada Valley Fertilizers & Chemicals Ltd (BOM:500670) reported a 35% increase in SPAT on a full-year basis, reaching 797 crore.
The company declared a dividend of 210%, which is historically the second-highest in its 50-year history.
Strong operating cash flows were generated, contributing to a healthy balance sheet and readiness for future CapEx.
The chemical segment showed strong realizations, particularly in Q4, despite competitive headwinds.
The IT division saw a 20% revenue increase, with profits doubling from 17 crore to 35 crore.

Negative

The war situation led to disruptions in logistics, impacting the volume of TDI and urea.
There were internal catalyst issues affecting acetic acid production, leading to capped volumes.
Methanol production was not viable due to high gas prices, affecting cost economics.
The fertilizer segment faced widening losses due to unrevised fixed costs and energy norms.
There was a significant increase in loans and advances, raising concerns about financial management.

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 2026 Gujarat Narmada Valley Fertilizers & Chemicals Ltd Earnings Call
May 19, 2026 / 10:30AM GMT

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Presentation
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Ladies and Gentlemen, Good day and welcome to Gujarat Narmada Valley Fertilizers and Chemicals Limited GNFC Conference Call for Q4 FY26 Earnings, hosted by Anurag Services LLP on behalf of GNFC Limited. From the management we have Mr. D. V. Parekh, Executive Director and Chief Financial Officer, Mr. Nitin Patel, Executive Director, Mr. P. K. Purohit, Executive Director. Mr. Rajesh Pillai, Company Secretary and Compliance Officer, 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

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