Q2-FY26 · D.V. Parikh
The company has a pipeline of INR 2,800 crore worth of the CapEx.
GNFC / language trends
Read confidence between the lines.
Gujarat Narmada Valley Fertilizers and Chemicals · tone and specificity signals across the available quarters.
Research layer active
Language signals
What changed in management language.
tracked
Q2-FY26 · D.V. Parikh
We feel we have a very logical case, and there is nothing to worry about this.
Q2-FY26 · D.V. Parikh
The expected CapEx of both taken together might work out to the range of roughly INR 7,000-8,000 crore as of now.
Q3-FY26 · D. V. Parikh
Any management consultant will make a claim of a certain amount. Some of the initiatives do materialize, and some do not. Finally, management will certify how much is the actual saving which is flowing into the books of account.
Q3-FY26 · Tejas Shah
Our TDI market share is around 60%, and the rest is import.
Q3-FY26 · D. V. Parikh
The focus of management is not only to realize the 50,000 capacity there, but even the announcement for which the SLAC is already built up.