India · Delayed Price · Currency is INR Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw the second-highest profits in company history, driven by strong realizations despite lower sales volumes and temporary plant shutdowns. Ongoing CapEx projects and cost-saving initiatives are expected to boost future revenue and margins, though market volatility and input cost risks persist.
Fiscal Year 2026
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Q4 FY26 saw 11% sequential and 7% YoY revenue growth, with PAT up 35% to INR 797 crore, driven by strong chemical segment performance and one-time gains. CapEx of INR 2,800 crore planned for FY27, with major projects and cost-saving initiatives underway.
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Fertilizer and chemical segments saw stable to improved volumes in Q3 FY26, with operational income rising and key CapEx projects progressing. TDI and acetic acid prices are improving, and cost-saving initiatives are underway, supporting future profitability.
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Board approved major CapEx projects, including ammonium nitrate melt and ongoing investments in Bisphenol A and polyol. Anti-dumping duties and subsidy revisions support margins, while cost-saving initiatives are underway. Telecom litigation risk is considered remote.