Gujarat State Fertilizers & Chemicals Limited — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GUJARAT STATE FERTILIZERS & CHEMICALS (GSFC) reported strong Q1 FY26 profit growth with PAT up 59% YoY to Rs. 139 Cr, driven by improved profitability in both fertilizer (EBIT Rs. 137 Cr) and industrial products (EBIT Rs. 25 Cr) segments. Management highlighted better product mix and cost absorption. Significant projects like new solar power and Urea energy revamp were commissioned, boosting efficiency. Raw material costs, especially for Phosphoric and Sulphuric Acid, surged, posing margin challenges. The company aims for subsidy revisions and plans major CAPEX for a Phosphoric Acid plant, possibly requiring external financing. The outlook is positive on monsoon and operational gains.