Gujarat Narmada Valley Fertilizers and Chemicals Limited — PPTs, 05-08-2026: Investor Presentation

GNFC's Q1 FY27 results show revenue slightly up QoQ to ₹2,339 Cr, but profit (PBT) dipped to ₹416 Cr. This was mainly due to higher input and fixed costs, plus lower sales volumes. Year-on-year comparisons aren't straightforward due to a plant shutdown in Q1 FY26.

The Fertilizer segment saw increased losses from higher input costs, while Chemicals revenue grew on better prices despite lower volumes. Geopolitical challenges are impacting the balance between raw material costs and product prices.

A new government energy norm for Neem Coated Urea is expected to add about ₹61 Cr positively to financials, to be booked in Q2 FY27.

Looking ahead, GNFC is actively expanding. Projects underway include a Coal-based power plant, Ammonia expansion, and new Nitric Acid/Ammonium Nitrate units. These aim to boost operating margins, reliability, and market share. Further growth is eyed with potential BisPhenol-A, Polyols, and Acetic Acid projects, indicating a strategic push for efficiency and market presence.