Gujarat Narmada Valley Fertilizers and Chemicals Limited — Investor Meet, 14-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GNFC's Q3 FY26 saw stable fertilizer demand and increased chemical volumes, though pricing faced pressure. Management highlighted Rs. 2,800 Cr CAPEX projects nearing completion, with CCPP expected by March/April for a Rs. 82 Cr net inflow. A new Rs. 480-500 Cr coal-fired boiler is planned for reliability and efficiency. TDI prices are improving globally, with anti-dumping duties extended. Operational cost savings, targeting Rs. 260-300 Cr via A.T. Kearney, are underway. The company anticipates future volume growth and improved profitability from these initiatives.