Gujarat State Fertilizers & Chemicals Limited · NSE:GSFC
Gujarat State Fertilizers & Chemicals — FY2025-26 Earnings Presentation
14 slides from Gujarat State Fertilizers & Chemicals's earnings presentation, May 22, 2026
Slide 1: Exchange cover letter: Press Release
GUJARAT STATE FERTILIZERS & CHEMICALS LIMITED ffi NO.SEC/2025-26 Fertilizernagar - 391 750. Vadodara, Gujarat, INDIA CIN : 199999CJ L962P1C00112 1 22d Mty,2026 The Corporate Relationship Department The Manager, Listing Department BSE Limited National Stock Exchange of India Ltd. lst Floor, New Tradi
Slide 2: Q4 & FY 25-26 Media Release
Q4 & FY 25-26 Media Release Gandhinagar, May 22, 2026 Gujarat State Fertilizers & Chemicals Ltd declared its financial results for Q4 & FY 25-26 today. Key highlights are as under: Operating Revenue increased by 15% from Rs. 9,429 Cr. in FY 2024-25 to Rs. 10,827 Cr. in FY 2025-26. Operating EBIT
Slide 3: Q4 & FY 25-26 Media Release
Q4 & FY 25-26 Media Release performance was supported mainly by higher sales of Technical Grade Urea, HX Crystal and traded Ammonia, along with a strategic focus on higher Melamine exports aligned with Government of India trade facilitation initiatives. The segment performance was partially impacted
Slide 4: Q4 & FY 25-26 Media Release: Outlook
Q4 & FY 25-26 Media Release Outlook: The Fertilizer segment is expected to operate in a dynamic environment during Q1 26-27, amid continued volatility in global raw material markets arising from geopolitical developments in the Middle East. The announcement of Nutrient-Based Subsidy (NBS) rates for
Slide 5: Gujarat State Fertilizers and Chemicals Limited – FY 2025-26
Gujarat State Fertilizers and Chemicals Limited Investor Presentation – FY 2025-26
Slide 6: Cautionary Note - Forward Looking Statement
Cautionary Note - Forward Looking Statement Forward Looking Risks and Potential Statements Uncertainties Factors This presentation may The future involves Potential risks and contain statements certain risks and uncertainties include which reflect the uncertainties that such factors as general manag
Slide 7: Share Price Movement (from 31.03.2025 to 31.03.2026)
Share Price Movement (from 31.03.2025 to 31.03.2026) GSFC Share Price SENSEX 250 90000 204 85221 196 200 85000 177 183 83606 150 80000 139 80268 100 77415 75000 50 71948 70000 0 65000 31-Mar-25 30-Jun-25 30-Sep-25 31-Dec-25 31-Mar-26 The chart illustrates the share price movement of Gujarat State Fe
Slide 8: Financial Performance
Financial Performance Rs Crores FY 24-25 FY 25-26 Particulars FY 24-25 FY 25-26 Q4 Q3 Q4 Operating Revenue 1,907 2,894 2,622 9,429 10,827 Total Revenue 1,963 2,950 2,657 9,742 11,100 Operating EBIDTA 73 177 70 629 781 PBT 77 181 48 740 838 PAT 58 157 34 573 652 EPS (Rs/ Share, not annualised) 1.46 3
Slide 9: Volume Performance - Annual
Volume Performance - Annual FY 2 0 2 4 -2 5 FY 2 02 5 -2 6 Product Pr oduc ti on Sa l e s Pr oduc ti on Sa l es Q ty. -L M T Q ty.-L M T Q ty.-L M T Q ty.- L M T FERTILI ZERS UREA 3.34 3.32 3.33 3.25 A. S. 5.26 5.21 5.53 5.76 A.P.S. 6.29 6.38 7.18 7.16 N.P.K. 0.19 0.20 0.06 0.06 DAP 1.37 1.51 1.47 1
Slide 10: Capro-Benzene Spread
Capro-Benzene Spread (US$ per MT) $1,450 $1,300 $1,306 $1,244 $1,179 $929 $760 $732 $684 $713 $521 $540 $512 $495 $593 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 CAPRO BENZENE SPREAD GSFC Investor Presentation Q4 25-26 5 of 8
Slide 11: Key Input Cost Movement
Key Input Cost Movement Imported P2o5 Benzene Natural Gas Ammonia Movement in the Variations in benzene Changes in natural Fluctuations in cost of imported costs, affecting gas prices, a key raw ammonia prices, P2o5, a crucial industrial products material and energy impacting both fertilizer raw mat
Slide 12: Share Holding Pattern as on 31.03.2026
Share Holding Pattern as on 31.03.2026 Promotors (GSIL) 37.84% (No Change) Foreign Institutional/Portfolio Investment (FII/FPI) 12.35% (0.44% Change) Public Promoters Shareholders 38% 43% Domestic Institutional Investment (DII) & Others FII DII 12% 7.31% (0.03% Change) 7% Indian Public & Non Institu
Slide 13: Expansion Plan on Track
Expansion Plan on Track Ongoing Projects FY 26-27 FY 26-27 FY 27-28 FY 28-29 Q1 Q2 C - Train Modification for APS 1200 MTPD Production at Sikka Unit Phosphoric Acid (PA) and Sulphuric 198 KTPA PA & 594 KTPA SA Acid(SA) Project at Sikka The Company commissioned the following projects during FY 2025-2
Slide 14: Thank you
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