India · Delayed Price · Currency is INR Gujarat Narmada Valley Fertilizers & Chemicals Earnings Call Transcripts
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 expansion and new chemical ventures, while anti-dumping duties and higher fertilizer subsidies support margins. Improved volumes and cost savings initiatives drive financial performance, though litigation and input cost volatility remain key risks.