GUJARATNARMADAVLYFRTLZRS / guidance tracker

Keep management guidance in view.

Gujaratnarmadavlyfrtlzrs · forward-looking guidance across the available source record.

Research layer active

Guidance tracker

What management said would happen.

CCPP to commission by March/April 2026

The captive power plant (CCPP) is expected to commission by end of March or early April 2026, generating net contribution of ~₹82 cr annually.

other

Kearney savings target of ₹260-300 cr

Operational transformation initiative by Kearney targets annual savings of ₹260-300 cr, with only ₹5-7 cr locked in so far from renewable power PPA.

margins

New coal-fired boiler capex ₹480-500 cr

Board approved a new CFBC boiler with ~83% efficiency (vs current 75%) for reliability and cost savings; final cost to be determined after PMC appointment.

capex

Weak nitric acid plant delay recoupable

Weak nitric acid project has slight delay but critical path unaffected; expected commissioning by June 2027.

expansion