Gujarat Narmada Valley Fertilizers and Chemicals Management Guidance Tracker
8 forward-looking guidance items tracked across 2 quarters.
Expansion
Margins
Q2 FY26McKinsey cost savings of ~INR 200 crore annualizedTracked
McKinsey has been appointed for phase two to realize cost savings of a couple of hundred crore rupees on an annual basis, expected to flow to P&L over 12 months.
Q3 FY26Kearney cost savings partially lockedTrackedOut of INR 260-300 crore annual savings target, only INR 5-7 crore from renewable power is locked; rest under negotiation.
Revenue
Growth
Capex
Q3 FY26CCPP project to commission by March/April 2026Active
The captive power plant project is expected to be commissioned by end of March or early April 2026, generating net contribution of INR 82 crore annually.
Q3 FY26Weak Nitric Acid plant delay recoupableTrackedThe weak nitric acid project has a slight delay but critical path activities are unaffected; commissioning expected by June 2027.