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Gujarat State Fertilizers & Chemicals Limited Q4 FY26 earnings call summary

NSE: GSFC · BSE: 500690

Earnings call of 25 May 2026, summarised by AI from the filing.

GSFC FY26 standalone sales rose 15% to ₹10,827 cr with PAT up 14% to ₹652 cr; NPK margins may vary plus minus 5% to 10%.

Key takeaways

  1. FY26 results Standalone sales ₹10,827 cr, 15% higher; PBT ₹838 cr and PAT ₹652 cr, up 13% and 14%.
  2. Guidance NPK grade margins may vary plus minus 5% to 10%; DAP and urea margins fully protected.
  3. Change Caprolactam-benzene spread more than $800 per metric ton today vs $670 per metric ton in Q4 FY26.
  4. Driver IP segment growth from higher HX Crystal and traded ammonia sales and improved melamine exports.
  5. Risk Sharp volatility in global raw material prices from geopolitical disruptions.

Original filing on BSE

Gujarat State Fertilizers & Chemicals Limited Q1 FY27 results

As filed: Revenue ₹3,583 cr (+64% year on year), EBITDA ₹233 cr (+21% year on year), PAT ₹159 cr (+14% year on year), EBITDA margin 6.5% (−234 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 ₹2,633 cr (+37% year on year), EBITDA ₹83.2 cr (+5% year on year), PAT ₹52.1 cr (−28% year on year), EBITDA margin 3.2% (−95 bps). Score 48 of 100, In line with trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 95 bps year on year. Other income 58% of PBT. Revenue fell 10% from last quarter. Share price after the results: −5.3% in 28 days (Nifty 500: +2.4%).
  • Q3 FY26: Revenue ₹2,941 cr (+5% year on year), EBITDA ₹178 cr (+12% year on year), PAT ₹158 cr (+18% year on year), EBITDA margin 6.0% (+39 bps). Score 46 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin rose 39 bps year on year. Other income 31% of PBT. Tax rate 14%. Revenue fell 8% from last quarter. Profit rose ₹24.2 cr on a year ago, more than the ₹16.0 cr it added the year before. Share price after the results: −11.5% in 30 days (Nifty 500: −6.9%).
  • Q2 FY26: Revenue ₹3,187 cr (+21% year on year), EBITDA ₹337 cr (+19% year on year), PAT ₹324 cr (+9% year on year), EBITDA margin 10.6% (−20 bps). Score 51 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin fell 20 bps year on year. Other income 33% of PBT. Share price after the results: −6.6% in 30 days (Nifty 500: −0.6%).
  • Q1 FY26: Revenue ₹2,184 cr (+1% year on year), EBITDA ₹193 cr (+75% year on year), PAT ₹139 cr (+60% year on year), EBITDA margin 8.8% (+375 bps). Score 68 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 375 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +7.5% in 29 days (Nifty 500: +0.6%).
  • Q4 FY25: Revenue ₹1,922 cr (−2% year on year), EBITDA ₹79.0 cr (+204% year on year), PAT ₹72.0 cr (+213% year on year), EBITDA margin 4.1% (+279 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 279 bps year on year. Other income 68% of PBT. Revenue fell 32% from last quarter. Share price after the results: −6.0% in 30 days (Nifty 500: +0.8%).
  • Q3 FY25: Revenue ₹2,814 cr (+40% year on year), EBITDA ₹159 cr (+47% year on year), PAT ₹134 cr (+14% year on year), EBITDA margin 5.7% (+27 bps). Score 66 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 27 bps year on year. Other income 33% of PBT. Profit fell 55% from last quarter.
  • Q2 FY25: Revenue ₹2,635 cr (−16% year on year), EBITDA ₹284 cr (+19% year on year), PAT ₹298 cr (−4% year on year), EBITDA margin 10.8% (+315 bps). Score 30 of 100, Below trend. EBITDA margin rose 315 bps year on year. Other income 39% of PBT. Not enough history for a trend yet: scored on growth alone.

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

Gujarat State Fertilizers & Chemicals Limited earnings call, investor presentation and press release summaries

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