Gujarat State Fertilizers & Chemicals Ltd (NSE:GSFC)

Q4 2026 Gujarat State Fertilizers & Chemicals Ltd Earnings Call Transcript

May 25, 2026 / 10:00 AM GMT

Release Date Price: ₹169.19 (+0.07%)

Transcript

Key Points

Positve

Gujarat State Fertilizers & Chemicals Ltd (BOM:500690) reported a 15% increase in sales for the financial year 25-26, reaching 10,827 crores.
The company achieved its highest ever Q4 sales of 2,622 crores, with fertilizer sales reaching 1,985 crores.
Operating EBITDA grew by 24% to 781 crores, indicating strong operational performance.
The industrial product segment reported its highest annual profitability in the last four years, supported by higher sales of HF crystal and traded ammonia.
The company maintained a strong balance sheet with no long-term debt and adequate liquidity, supported by timely government subsidy releases.

Negative

The company faces challenges due to sharp volatility in global raw material prices, driven by geopolitical disruptions.
Realizations in caprolactam and nylon products remained under pressure due to lower global demand.
The demand outlook for melamine and technical grade urea is softer, with downstream industries running at reduced rates.
Geopolitical pressures in the Middle East continue to drive input cost variability, affecting the raw material market.
The company is experiencing supply chain issues, particularly with sulfur supplies, which could impact production levels.

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

GSFC.NS - Gujarat State Fertilizers & Chemicals Ltd
Q4 2026 Gujarat State Fertilizers & Chemicals Ltd Earnings Call
May 25, 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 Gujarat State Fertilizer and Chemicals Limited Q4 FY26 Earnings Conference Call hosted by Anurag Service LLP Limited.

From the management we have Mr. S.K. Bajpai, Senior VP, Finance and Legal and CFO 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. Should you need assistance during the conference call, please signal an operator by pressing star then zero on a touchstone phone.

Please note that this conference is being recorded.

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