| Margins | Pressure from higher input costs and divergent feed cost vs realization. |
|---|---|
| Demand visibility | Lower volumes in majority of products partially offset by better realizations. |
Growth
Revenue increased marginally Q-o-Q due to better realization, but PBT fell from ₹526 Cr to ₹416 Cr on higher fixed costs.
Outlook
Executing ₹6,000+ Cr capex including Ammonia, Weak Nitric Acid, and Ammonium Nitrate expansions. Positive energy norm impact of ₹61 Cr.
Risks
Geopolitical tensions affecting feed costs vs output realization; higher input and fixed costs impacting margins.
Last quarter's promises, checked
Delivered
- Guided CCPP operational by Q2 → Delivered operational (BEAT)
- Guided positive energy norm impact → Delivered ₹61 Cr (BEAT)
Partly delivered
- Guided ₹2,800 Cr FY27 capex → Ongoing execution of ₹6,000 Cr plan (PARTIAL)
Missed
- Guided WNA project on track → Delivered 2.5 month delay (MISS)
Investor Presentation filed with BSE, NSE: GNFC. Summary written with AI assistance from the document.
Gujarat Narmada Valley Fertilizers & Chemicals Ltd: key numbers
- Share price
- ₹619.10
- Market cap
- ₹9,097 Cr
- Revenue (annual)
- ₹7,773 Cr
- Net profit (annual)
- ₹808.6 Cr
- P/E (TTM)
- 8.8×Sector 19.1×
- Promoter holding
- 41.30%+0.00% QoQ
- FII holding
- 13.11%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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