Gujarat Narmada Valley Fertilizers and Chemicals Limited — PPTs, 10-02-2026: Investor Presentation

GNFC's Q3 FY26 revenue rose 1.8% YoY to ₹2,093 Cr, mainly boosted by higher chemical volumes. However, profit after tax (PAT) saw a 5.1% YoY dip to ₹150 Cr, primarily due to lower other income and realizations, though partly offset by reduced input costs. The Chemicals segment was a strong revenue contributor, while the Fertilizer segment managed to narrow its losses. For the 9M FY26 period, revenue was ₹5,939 Cr (-4.5% YoY) with PAT growing 8% YoY to ₹405 Cr, noting these 9M figures were impacted by significant plant shutdowns.

The company is strategically focused on cost optimization, actively pursuing government approval for energy and fixed cost revisions expected by June-26. Government's timely release of fertilizer subsidies continues to support healthy working capital. GNFC is also investing in growth with several projects underway: a Coal-Based Steam & Power Plant at Dahej to cut costs, Ammonia expansion at Bharuch for reliability, and new Weak Nitric Acid and Ammonium Nitrate plants to strengthen market share. Exploring future projects like BisPhenol-A and Polyols further signals its expansion roadmap.