Gujarat State Fertilizers & Chemicals Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GSFC reported strong Q3 FY26 results with 5% revenue growth and PAT up 32% to Rs. 38 Cr, despite raw material cost increases impacting fertilizer margins. Industrial products saw EBIT turn positive, driven by strong Melamine exports. The new Sulphuric Acid-V plant, commissioned in January, is expected to yield Rs. 100 Cr in annual savings. Caprolactam spreads have improved, enhancing the industrial segment outlook for Q4. Management aims for Rs. 40 Cr in operational efficiency savings and plans new industrial product facilities at Dahej. Sentiment appears confident, backed by strategic initiatives and robust demand outlook.