Gujarat Narmada Valley Fertilizers & Chemicals Ltd
Gujarat Narmada Valley Fertilizers & Chemicals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #35 of 71 in Chemicals & Petrochemicals
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The short version
New project identification with clarity expected by end of calendar year for investment decisions. Capex of around INR 2,800 crores planned for FY27, indicating capacity expansion and growth.
From Gujarat Narmada Valley Fertilizers & Chemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- New project identification with clarity expected by end of calendar year for investment decisions.
- Ammonium nitrate market growing at CAGR of 6-7%; domestic capacity expansions expected to absorb all production, reducing imports.
- Coal-based chemicals prioritized by Government of India, supporting growth in ammonium nitrate due to increased demand for explosives in mining.
- Chemicals segment showing positive realization and volume trends, except for acetic acid and methanol impacted by raw material challenges.
- TDI prices remain remunerative; plant operating near global benchmarks despite challenges.
- Planned shutdown in April 2027 with production optimization ongoing.
2 more points from Gujarat Narmada Valley Fertilizers & Chemicals Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- FY27 capex is projected around INR 2,800 crores.
- FY28 capex details will be shared in upcoming quarters after finalizing schedules.
- Ammonium nitrate, nitric acid, and ammonia plant expansions are expected to be operational by FY28.
- Coal-based CCPP (combined cycle power plant) is slated to start synchronization in June 2026, with full operation by August 2026, anticipated to generate monthly savings of INR 10-12 crores.
- Discussions ongoing with INEOS for licensing additional capacity, replacing initial JV plans.
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
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Gujarat Narmada Valley Fertilizers & Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.2K Cr, net profit ₹396 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Gujarat Narmada Valley Fertilizers & Chemicals Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Gujarat Narmada Valley Fertilizers & Chemicals Ltd Q4 FY26 results?
New project identification with clarity expected by end of calendar year for investment decisions. Capex of around INR 2,800 crores planned for FY27, indicating capacity expansion and growth.
What is Gujarat Narmada Valley Fertilizers & Chemicals Ltd share price analysis?
Gujarat Narmada Valley Fertilizers & Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 7.6 with a market cap of ₹7,910 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gujarat Narmada Valley Fertilizers & Chemicals Ltd planning capital expenditure?
FY27 capex is projected around INR 2,800 crores.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.