Gujarat State Fertilizers & Chemicals Ltd
Gujarat State Fertilizers & Chemicals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
What the Q4 FY26 call signalled
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The short version
GSFC expects stable to positive growth in fertilizer volumes, supported by robust demand and government subsidy support. GSFC aims for stable operations and optimized availability amid raw material volatility.
From Gujarat State Fertilizers & Chemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- GSFC expects stable to positive growth in fertilizer volumes, supported by robust demand and government subsidy support.
- Fertilizer sales volume increased by 12% in FY25-26; the company aims to maintain or improve this trend through optimized production and diversified product mix.
- The industrial product (IP) segment is poised for better performance, driven by favorable caprolactam-benzene spreads (over $800/MT) and improved market positioning.
- Raw material supply and price volatility pose challenges but are managed via imports and long-term contracts.
- The company is implementing product mix flexibility (e.g., converting DAP plant to produce APS/NPK grades), expected to be completed by July-August 2026, boosting capacity utilization.
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Profitability & Margins
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Capital Expenditure Plans
- GSFC has capitalized projects worth over INR 670 crores, strengthening operational efficiency and future growth readiness as of FY25-26.
- The company is advancing its capex plans aligned with its strategic growth roadmap, supported by a strong balance sheet with no long-term debt and adequate liquidity.
- A specific ongoing capex includes the retrofit of the DAP train at the Sikka unit to enable fungible production of other NPK grades like ammonium phosphate sulphate, expected to complete by July or August 2026.
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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 transcript does not explicitly mention the current or expected order book or pending orders for Gujarat State Fertilizers & Chemicals Limited (GSFC).
- However, it indicates robust demand and strong operational performance in both fertilizer and industrial segments.
- Fertilizer sales volume increased by 12% to 22.31 lakh metric tons, with highest ever quarterly fertilizer sales recorded in Q4 FY26.
- Raw material supply challenges, particularly sulfur, are being managed by imports to ensure no production deficiency.
- The company is actively balancing inventory and offtake timing in line with government directives.
- The outlook for Q1 FY27 shows continued demand with government subsidy support and policy measures protecting margins, indicating a positive order fulfillment environment.
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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 →
- Q4 FY25 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q2 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 FY26 results?
GSFC expects stable to positive growth in fertilizer volumes, supported by robust demand and government subsidy support. GSFC aims for stable operations and optimized availability amid raw material volatility.
What is Gujarat State Fertilizers & Chemicals Ltd share price analysis?
Gujarat State Fertilizers & Chemicals Ltd currently shows a below-average growth signal. 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?
GSFC has capitalized projects worth over INR 670 crores, strengthening operational efficiency and future growth readiness as of FY25-26.
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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.