Gujarat State Fertilizers & Chemicals Ltd
Gujarat State Fertilizers & Chemicals Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
FY '25 manufacturing volumes were 1.6 million tons, a 15% YoY growth. GSFC expects volume growth or stable volumes in FY '26, leveraging increased capacity utilization at the Sikka unit (60%-70%) and secured phosphoric acid supplies.
From Gujarat State Fertilizers & Chemicals Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '25 manufacturing volumes were 1.6 million tons, a 15% YoY growth.
- For FY '26, volumes expected to remain stable or improve due to:
- Utilization of Sikka unit capacity increasing from current 60-70%.
- Availability of Phosphoric Acid stock and competitive pricing from foreign suppliers.
- Government support and policy interventions ensuring stable raw material supply.
- Target sales of approximately 4.5 lakh metric tons (450,000 tons) in Q1 FY '26.
- Optimistic fertilizer segment outlook supported by favorable monsoon and revised Nutrition Based Subsidy (NBS) rates increasing support for DAP and NPK fertilizers by ~17%-26%.
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Profitability & Margins
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Capital Expenditure Plans
- The Company is advancing its CAPEX plans aligned with strategic growth.
- Recently commissioned a 15 MW solar power project at Charanka Patan.
- Urea-II revamping project operating at full capacity, commissioning expected by end of May 2025.
- Phase-1 of GIPCL 75 MW solar power project (25 MW) commissioned; Phase-2 expected by May 31, 2025.
- Once fully operational, GIPCL project projected to save approximately Rs. 30 crores annually by replacing grid power with economical power.
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Top-ranked in Fertilizers & Agrochemicals
Ranked on what management guided this quarter
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
- The company is targeting sales of approximately 4.5 lakh metric tons in Q1 of Financial Year 2025-26.
- Utilization of Sikka unit capacity is currently around 60%-70%, with expectations to improve further due to availability and competitive pricing of Phosphoric Acid from foreign suppliers.
- Production volumes for FY '26 are expected to remain the same or improve compared to FY '25, where manufacturing volumes were 1.6 million tons, a 15% year-on-year growth.
- The company continues to align its production and import strategies to maintain market continuity amid raw material and global supply challenges.
Gujarat State Fertilizers & Chemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹2.6K Cr, net profit ₹52 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Gujarat State Fertilizers & Chemicals Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY24 earnings call →
- Q4 FY23 earnings call →
- Q2 FY23 earnings call →
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Frequently Asked Questions
What were Gujarat State Fertilizers & Chemicals Ltd Q4 FY25 results?
FY '25 manufacturing volumes were 1.6 million tons, a 15% YoY growth. GSFC expects volume growth or stable volumes in FY '26, leveraging increased capacity utilization at the Sikka unit (60%-70%) and secured phosphoric acid supplies.
What is Gujarat State Fertilizers & Chemicals Ltd share price analysis?
Gujarat State Fertilizers & Chemicals Ltd currently shows a neutral. The stock trades at a P/E of 9.6 with a market cap of ₹6,464 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gujarat State Fertilizers & Chemicals Ltd planning capital expenditure?
The Company is advancing its CAPEX plans aligned with strategic growth. - Recently commissioned a 15 MW solar power project at Charanka Patan. - Urea-II revamping project operating at full capacity, commissioning expected by end of May 2025. - Phase-1 of GIPCL 75 MW solar power project (25 MW) commissioned; Phase-2 expected by May 31, 2025. - Once fully operational, GIPCL project projected to save approximately Rs.
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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.