Gujarat State Fertilizers & Chemicals Limited — Investor Meet, 27-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GSFC reported strong FY26 standalone sales of ₹10,827 Cr (+15%), PBT of ₹838 Cr (+13%), and PAT of ₹652 Cr (+14%). Q4 saw record sales, with fertilizer volumes up 12%. Management noted stable operations despite volatile raw material prices. The Industrial Products segment posted its highest annual profitability in 4 years. Outlook for Q1 FY27 is mixed; fertilizer raw material markets remain unsettled, while industrial product spreads are recovering. Internal production and government subsidies provide stability, with the IP segment expected to offset some fertilizer margin volatility.