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Gujarat Narmada Valley Fertilizers and Chemicals Limited Q1 FY26 earnings call summary

NSE: GNFC · BSE: 500670

Earnings call of 7 Aug 2025, summarised by AI from the filing.

TDI price increased by ₹12,000 on 1st August.

Key takeaways

  1. Change TDI price increased by ₹12,000 on 1st August.
  2. Driver Kearney engagement to drive cost savings and investment pathway, implementation starting Q2 FY26.
  3. Risk Fertilizer losses increased to ₹100 cr due to energy under-recovery and lower urea volume.

Original filing on BSE

Gujarat Narmada Valley Fertilizers and Chemicals Limited Q1 FY27 results

As filed: Revenue ₹2,238 cr (+40% year on year), EBITDA ₹393 cr (+300% year on year), PAT ₹312 cr (+276% year on year), EBITDA margin 17.6% (+1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹2,208 cr (+7% year on year), EBITDA ₹482 cr (+101% year on year), PAT ₹396 cr (+88% year on year), EBITDA margin 21.8% (+1,000 bps). Score 80 of 100, Above trend. Revenue growth was above the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 1000 bps year on year. Profit rose ₹185 cr on a year ago, more than the ₹81.0 cr it added the year before. Share price after the results: +7.7% in 30 days (Nifty 500: +2.9%).
  • Q3 FY26: Revenue ₹1,996 cr (+5% year on year), EBITDA ₹181 cr (+37% year on year), PAT ₹150 cr (−8% year on year), EBITDA margin 9.1% (+212 bps). Score 49 of 100, In line with trend. Revenue and EBITDA growth were above the company's own trend; profit growth was in line with it. EBITDA margin rose 212 bps year on year. Other income 48% of PBT. Profit fell 16% from last quarter. Share price after the results: −11.5% in 30 days (Nifty 500: −7.8%).
  • Q2 FY26: Revenue ₹1,968 cr (+3% year on year), EBITDA ₹185 cr (+106% year on year), PAT ₹179 cr (+70% year on year), EBITDA margin 9.4% (+471 bps). Score 69 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 471 bps year on year. Other income 55% of PBT. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: −5.5% in 30 days (Nifty 500: −0.5%).
  • Q1 FY26: Revenue ₹1,601 cr (−21% year on year), EBITDA ₹31.0 cr (−80% year on year), PAT ₹83.0 cr (−30% year on year), EBITDA margin 1.9% (−563 bps). Score 20 of 100, Below trend. Revenue and EBITDA growth were well below the company's own trend; profit growth was below it. EBITDA margin fell 563 bps year on year. Other income 143% of PBT. Revenue fell 22% from last quarter. Share price after the results: −7.4% in 30 days (Nifty 500: +0.7%).
  • Q4 FY25: Revenue ₹2,055 cr (−3% year on year), EBITDA ₹240 cr (+66% year on year), PAT ₹211 cr (+62% year on year), EBITDA margin 11.7% (+481 bps). Score 57 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 481 bps year on year. Other income 43% of PBT. Share price after the results: +1.8% in 28 days (Nifty 500: +1.1%).
  • Q3 FY25: Revenue ₹1,899 cr (−9% year on year), EBITDA ₹132 cr (+57% year on year), PAT ₹163 cr (+68% year on year), EBITDA margin 7.0% (+293 bps). Score 56 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 293 bps year on year. Other income 74% of PBT.
  • Q2 FY25: Revenue ₹1,917 cr (−8% year on year), EBITDA ₹90.0 cr (−47% year on year), PAT ₹105 cr (−42% year on year), EBITDA margin 4.7% (−343 bps). Score 0 of 100, Below trend. EBITDA margin fell 343 bps year on year. Other income 91% of PBT. Not enough history for a trend yet: scored on growth alone. Revenue fell 5% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Gujarat Narmada Valley Fertilizers and Chemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.