Gujarat Narmada Valley Fertilizers & Chemicals Ltd. · NSE:GNFC

Gujarat Narmada Valley Fertilizers & Chemicals — Q3 FY 25-26 Earnings Presentation

14 slides from Gujarat Narmada Valley Fertilizers & Chemicals's earnings presentation, Feb 10, 2026

  1. Slide 1: Exchange covering letter for Investor Presentation

    NO. SEC/BD/SE/ February 10, 2026 Dy. General Manager The Manager BSE Limited Listing Department Corporate Relationship Dept., National Stock Exchange of India Limited 1 st Floor, New Trading Ring, Exchange Plaza, Rotunda Bldg., C-1, Block - “G”, PJ Towers, Dalal Street, Fort, Bandra-Kurla Complex, B

  2. Slide 2: Investor Presentation – Conference Call – Q3 FY 25-26

    Gujarat Narmada Valley Fertilizers & Chemicals Ltd INVESTOR PRESENTATION – CONFERENCE CALL – Q3 FY 25-26 February - 2026

  3. Slide 3: Cautionary Note - Forward Looking Statement

    Cautionary Note - Forward Looking Statement  Only matters in the public domain can be subject matter of discussion in this meeting.  As a matter of policy, we do not provide any forecast about the future business situation.  We do not comment or give guidance on future results or business outlook

  4. Slide 4: Strengths

    Strengths Multi-product basket which helps to Robust manufacturing technologies; keep financial stability absorbed and adopted from technology experts worldwide Record capacity utilization in all Consistent profit since inception plants PAN India distribution network Strong technical team with deep

  5. Slide 5: From The Desk of Managing Director

    From The Desk of Managing Director Commenting on the results, Mr. Rajkumar Beniwal, IAS, Managing Director stated that it gives me pleasure Mr. Rajkumar Beniwal, IAS in sharing results for Q 3 FY 25-26. Managing Director During Q-o-Q Q 3, Revenue is improved mainly due to higher volume in chemical p

  6. Slide 6: Financial Performance

    Financial Performance (₹ Crores) FY FY FY FY 25-26 Particulars 24-25 25-26 24-25 During 9M FY 25-26 RFO is lower as compared to 9M FY 24-25 mainly due Q3 Q2 Q3 9M to maintenance shutdown at Bharuch plants, Plant shutdown at Dahej and Urea production loss due to Operating Revenue 1,996 1,968 1,899 5,

  7. Slide 7: Segment Performance (Q3)

    Segment Performance (₹ Crores) (₹ Crores) Segment Revenue Segment Result 27 25 - 19 11 14 2,000 200 150 1,500 1,235 1,162 1,178 100 156 158 182 1,000 50 500 734 781 702 - (27) (35) (35) - (50) Q3 Q2 Q3 Q3 Q2 Q3 25-26 25-26 24-25 25-26 25-26 24-25 Fertilizers Chemicals Others Fertilizers Chemicals Ot

  8. Slide 8: Segment Performance (9M)

    Segment Performance (₹ Crores) (₹ Crores) Segment Revenue Segment Result 69 71 28 18 6,000 600 3,402 3,529 400 4,000 450 415 200 2,000 2,092 2,239 - (162) (131) - (200) 9M 9M 9M 9M 25-26 24-25 25-26 24-25 Fertilizers Chemicals Others Fertilizers Chemicals Others 9-M Vs 9-M: Y-o-Y 9M, Revenue & Resul

  9. Slide 9: Feedstock Spreads: Toluene TDI

    Feedstock Spreads Toluene TDI Price (₹ ‘000/MT) Highest Lowest 182 181 155 162 168 102 108 81 92 97 80 73 73 70 71 Q3 FY 24-25 Q4 FY 24-25 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Source: Company GNFC I Investor Presentation I Q3 FY 25-26 8 of 13

  10. Slide 10: Feedstock Spreads: Methanol Acetic Acid

    Feedstock Spreads Methanol Acetic Acid Price (₹ ‘000/MT) Highest Lowest 39 40 33 37 34 1 9 10 12 7 30 32 28 28 28 Q3 FY 24-25 Q4 FY 24-25 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Source: Company GNFC I Investor Presentation I Q3 FY 25-26 9 of 13

  11. Slide 11: Feedstock Spreads: Benzene Aniline

    Feedstock Spreads Benzene Aniline Price (₹ ‘000/MT) Highest Lowest 131 128 110 103 102 50 51 43 41 42 81 77 67 62 60 Q3 FY 24-25 Q4 FY 24-25 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Source: Company GNFC I Investor Presentation I Q3 FY 25-26 10 of 13

  12. Slide 12: Trends In Key Energy Inputs

    Trends In Key Energy Inputs Oil (Rs. / MT) N (Gas) Rs. / '000 SM3 Imported Coal (Rs. / MT) ( ₹ ‘000 ) 52 51 45 (6%) 47 47 47 43 (7%) 41 36 33 12 12 (2%) 11 11 11 Q3 FY 24-25 Q4 FY 24-25 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Source: Company % Represent Q-o-Q Changes N (Gas) : Considered Non Urea GNFC I

  13. Slide 13: Expansion Plan

    Expansion Plan Financial Year Wise Current Schedule PROJECTS Capacity 25-26 26-27 27-28 28-29 UNDER EXECUTION : 1. Coal Based Steam & Power Plant (CCPP) – 150 MT/Hr Steam & Dahej 18 MW Power 2. Ammonia Expansion – Bharuch 50 KTPA 3. Weak Nitric Acid –III – Bharuch 200 KTPA 4. Ammonium Nitrate -II –B

  14. Slide 14: Thank You

    Thank You For Further Information Please Contact: Investor relation cell at : investor@gnfc.in

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