Gujarat State Fertilizers & Chemicals Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gujarat State Fertilizers & Chemicals posted FY25 consolidated revenue up 4% at Rs. 9,534 Cr, with PBT rising 7% to Rs. 756 Cr and PAT growing 5% to Rs. 591 Cr. Standalone numbers saw higher growth, with revenue up 6%, PBT up 11%, and PAT up 9%. Q4 revenue dipped 2% YoY, but profits surged sharply—PBT +239%, PAT +194%—fueled by 15% higher fertilizer output and stronger APS sales. Margins were pressured by raw material costs and lower subsidies but helped by better product mix and softer gas prices. New Sulphuric Acid V plant commissioning and solar projects aim to cut costs. FY26 fertilizer sales target stands at ~4.5 lakh MT, backed by subsidy improvements and government support. The company remains debt-free, focused on CAPEX, with no current buyback plans.