Gujarat Narmada Valley Fertilizers & Chemicals Ltd. · NSE:GNFC
Gujarat Narmada Valley Fertilizers & Chemicals — Q1 FY26-27 Earnings Presentation
13 slides from Gujarat Narmada Valley Fertilizers & Chemicals's earnings presentation, Aug 5, 2026
Slide 1: Exchange filing cover letter under Regulation 30
NO. SEC/BD/SE August 05, 2026 Dy. General Manager Dy. General Manager BSE Limited Listing Department Corporate Relationship Dept., National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, Rotunda Bldg, PJ Tower, C-1, Block - "G", Dalal Street, Fort, Bandra Kurla Complex,
Slide 2: Investor Presentation – Conference Call – Q1 FY 26-27
Gujarat Narmada Valley Fertilizers & Chemicals Ltd INVESTOR PRESENTATION – CONFERENCE CALL – Q1 FY 26-27 August - 2026
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
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 plants Consistent profit since inception PAN India distribution network Strong technical team with deep
Slide 5: From The Desk of Managing Director
From The Desk of Managing Director Mr. Rajkumar Beniwal, IAS Managing Director Commenting on the results, Mr. Rajkumar Beniwal, IAS, Managing Director stated that it gives me pleasure in sharing results for Q 1 FY 26-27. During Q-o-Q Q 1, Revenue marginally increased mainly due to improved realisati
Slide 6: Financial Performance
Financial Performance (Standalone - ₹ Crores) FY 26-27 FY 25-26 Particulars Q1 Q4 Q1 • During Q-1 over Q-4, PBT is Operating Revenue 2,238 2,208 1,601 decreased due to lower volume and higher fixed cost. • During Q-1 over Q-1, RFO & PBT are Total Revenue 2,339 2,333 1,751 not comparable due to Annua
Slide 7: Segment Performance
Segment Performance (₹ Crores) (₹ Crores) Segment Revenue Segment Result 9 18 20 39 600 3,000 19 400 3 2,000 425 463 1,569 1,497 200 1,005 136 1,000 (85) - 649 672 577 (24) (100) - (200) Q1 Q4 Q1 Q1 Q4 Q1 26-27 25-26 25-26 26-27 25-26 25-26 Fertilizers Chemicals Others Fertilizers Chemicals Others S
Slide 8: Feedstock Spreads: Toluene, TDI
Feedstock Spreads Toluene TDI Price (₹ ‘000/MT) Highest Lowest 255 220 155 162 168 167 81 92 97 146 73 74 88 70 71 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Q4 FY 25-26 Q1 FY 26-27 Source: Company GNFC I Investor Presentation I Q1 FY 26-27 7 of 12
Slide 9: Feedstock Spreads: Methanol, Acetic Acid
Feedstock Spreads Methanol Acetic Acid Price (₹ ‘000/MT) Highest Lowest 63 44 12 40 33 34 1 11 12 7 51 28 28 32 33 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Q4 FY 25-26 Q1 FY 26-27 Source: Company GNFC I Investor Presentation I Q1 FY 26-27 8 of 12
Slide 10: Feedstock Spreads: Benzene, Aniline
Feedstock Spreads Benzene Aniline Price (₹ ‘000/MT) Lowest Highest 169 110 111 103 102 72 43 41 42 50 97 67 62 60 61 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Q4 FY 25-26 Q1 FY 26-27 Source: Company GNFC I Investor Presentation I Q1 FY 26-27 9 of 12
Slide 11: Trends In Key Energy Inputs
Trends In Key Energy Inputs Oil (Rs. / MT) N (Gas) Rs. / '000 SM3 Imported Coal (Rs. / MT) ( ₹ ‘000 ) 76% 73 64% 73 47 47 45 44 41 47 43 42 12 6% 11 11 11 11 Q1 FY 25-26 Q2 FY 25-26 Q3 FY 25-26 Q4 FY 25-26 Q1 FY 26-27 Source: Company % Represent Q-o-Q Changes N (Gas) : Considered Non Urea GNFC I Inv
Slide 12: Expansion Plans
Expansion Plans Current Execution Schedule PROJECTS Capacity 26-27 27-28 28-29 29-30 30-31 UNDER EXECUTION : 150 MT/Hr Steam & 1. Coal Based Steam & Power Plant (CCPP) – Dahej 18 MW Power 2. Ammonia Expansion – Bharuch 50 KTPA 3. Weak Nitric Acid –III – Bharuch 200 KTPA 4. Ammonium Nitrate –II – Bha
Slide 13: Contact: Investor Relations
Cautionary Note - Forward Looking Statement For Further Information Please Contact: Investor relation cell at: Email: investor@gnfc.in
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