Gujarat State Fertilizers & Chemicals
Other · 1 quarter tracked · source-linked performance and management context.
Latest revenue
₹2,941 Cr
verified financial record
Quarters tracked
1
source records in the directory
Delivery assessment
Unscored
No scored management commitments are present yet.
Call date
2026-02-10
latest available source date
Signal trajectory
1 actual quarterCurrent read
Unscored
No scored management commitments are present yet.
Latest source read
What changed this quarter?
GSFC reported a mixed Q3 FY26 with revenue up 5% YoY and PAT up 32% YoY, driven by record fertilizer production of 5.07 lakh MT and improved operational efficiency. EBITDA margin expanded to 6.11% from 5.40% YoY. However, raw material cost pressures from phosphoric acid (+34%) and sulfur (+140%) weighed on fertilizer margins. The industrial segment turned around to a profit of ₹9 crore, aided by higher melamine exports and improved caprolactam-benzene spreads. Management guided for a lean Q4 but expects caprolactam spreads to improve further, with the new sulfuric acid plant (commissioned Jan 2026) providing ~₹100 crore annual savings. Risks include sustained high input costs and potential dumping of chemicals in India. The company is working with BCG on a 10-year growth strategy and expects operational efficiency gains of ~₹40 crore.
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Revenue
₹2,941 Cr
Source date
2026-02-10
Across the record
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