Gujarat Narmada Valley Fertilizers and Chemicals Limited — PPTs, 12-11-2025: Investor Presentation

GNFC delivered strong Q2 FY25-26 results. Operating revenue rose slightly year-on-year to ₹1,968 Cr, while net profit significantly jumped to ₹177 Cr from ₹102 Cr, primarily due to better sales volumes and reduced input costs.

The company's strategy involves leveraging government policy, with revised Rabi season subsidies for Ammonium Nitro Phosphate expected to enhance competitiveness. Chemical segment volumes increased, benefiting from moderated input costs and extended anti-dumping duties on TDI.

Recent developments include board approval for a 163 KTPA brownfield expansion of Ammonium Nitrate Melt, timed with WNA-III commissioning. The Captive Power Plant at Dahej is slated for February 2026, part of a ~₹2,800 Cr capex plan aimed at operational efficiency.

Management highlights improved cash flow thanks to timely fertilizer subsidy releases. Ongoing projects like the Coal Based Steam & Power Plant are set to reduce operating costs and strengthen market share through strategic capacity expansions.