Gujarat State Fertilizers & Chemicals Limited (GSFC) Financial Results — Revenue ₹10,945 Cr

Revenue: ₹10,945 CrNet Profit: ₹673 Cr

📢 Key Event
GSFC Q4 FY26 earnings call transcript released

🔄 What Changed
14% PAT growth to INR673 crores; 15% consolidated sales growth to INR10,945 crores; highest quarterly fertilizer sales of INR1,985 crores

🔮 What's Next
FY27 Q1 fertilizer segment faces unsettled raw material markets with geopolitical pressures; industrial segment expects mixed demand with caprolactam-benzene spreads recovering but nylon 6 prices under pressure

💡 Investor Takeaway
Investors should monitor raw material cost volatility and government subsidy timing as key near-term risks to margin stability despite strong quarterly performance

GSFC reported Q4 FY26 consolidated sales of INR10,945 crores, up 15% YoY, with PAT rising 14% to INR673 crores. Highest-ever quarterly fertilizer sales reached INR1,985 crores, driven by 12% volume growth to 22.31 lakh metric tons. Industrial products delivered highest quarterly EBIT in 10 quarters and annual profitability of INR200 crores. Capital expenditures of INR670 crores were completed to enhance operational efficiency. Raw material inventory remains stable with 16,000 metric tons of ammonia stock and full sulfuric acid tank levels, supported by government gas prioritization and subsidy receipts through April 26.

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