Gujarat State Fertilizers & Chemicals Limited · NSE:GSFC
Gujarat State Fertilizers & Chemicals — Q2 FY2026-27 Earnings Presentation
14 slides from Gujarat State Fertilizers & Chemicals's earnings presentation, Nov 2, 2026
Slide 1: Cover letter to stock exchanges: press release
GUJARAT STATE FERTILIZERS & CHEMICALS LIMITED *[j Fertilizernagar - 391 750. Vadodara, Cujarat, lNDlA. CIN : 199999GJ1962P1C001121 NO.SEC/SE/REG-30/2025 2d November, 2026 The Corporate Relationship Departnent The Manager, Listing Departrnent BSE Limited National Stock Exchange of India Ltd I st Floo
Slide 2: Q2 FY 26-27 Results Update
Q 2 FY 26-27 Results Update Gandhinagar, November 2, 2026 A meeting of the Board of Directors was held today to consider and approve the Financial Results for Q2/H1 2026-27. The Company delivered its ever-highest Q2 and H1 top- lines, achieving total sales of Rs. 4711 Crores in Q2 2026-27, a YoY gro
Slide 3: Q2 FY 26-27 Results Update: Capex and Outlook
Q 2 FY 26-27 Results Update profitability, agility in product mix, responsive production planning, and timely pricing actions enabled the Company to mitigate the impact and defend core margins across business segments.. Capex led Growth Plan: The Company continues to advance its capex plans aligned
Slide 4: Q2 FY 26-27 Results Update: Outlook and Disclaimer
Q 2 FY 26-27 Results Update In this challenging environment, the company will adopt a proactive and disciplined approach in Q3, prioritising operational efficiency, optimal product mix, sharper inventory management and timely market supplies, while strengthening channel competitiveness and protectin
Slide 5: Gujarat State Fertilizers and Chemicals Limited
Gujarat State Fertilizers and Chemicals Limited Investor Presentation – Q2 2026-27
Slide 6: Cautionary Note - Forward Looking Statement
Cautionary Note - Forward Looking Statement Forward Looking Risks and Potential Statements Uncertainties Factors This presentation may The future involves Potential risks and contain statements certain risks and uncertainties include which reflect the uncertainties that such factors as general manag
Slide 7: Share Price Movement (from 30.09.2025 to 30.09.2026)
Share Price Movement (from 30.09.2025 to 30.09.2026) GSFC Share Price SENSEX 250 90000 85221 200 85000 196 183 150 162 151 80000 80268 139 100 76479 75000 50 71948 72480 70000 0 65000 30-Sep-25 31-Dec-25 31-Mar-26 30-Jun-26 30-Sep-26 The chart illustrates the share price movement of Gujarat State Fe
Slide 8: Financial Performance
Financial Performance Rs Crores FY 25-26 FY 26-27 FY 25-26 FY 26-27 Particulars Q2 Q1 Q2 H1 Operating Revenue 3,140 3,581 4,711 5,312 8,293 Total Revenue 3,282 3,615 4,881 5,494 8,496 Operating EBIDTA 333 238 131 534 369 PBT 424 207 231 609 438 PAT 320 161 183 460 344 EPS (Rs/ Share, not annualised)
Slide 9: Volume Performance
Volume Performance Q-2 2025-26 Q-1 2026-27 Q-2 2026-27 Product Pr oducti on Sales Pr oduction Sa les Pr oducti on Sa les Qty.-LM T Qty.-LM T Qty.-LM T Qty.-LM T Qty.-LM T Qty.-LM T FERTILIZERS UREA 0.88 0.93 1.02 0.96 0.83 0.94 A. S. 1.47 1.69 1.15 0.96 0.53 0.61 A.P.S. 1.87 1.77 1.12 1.01 0.69 0.50
Slide 10: Capro-Benzene Spread
Capro-Benzene Spread (US$ per MT) $1,904 $1,799 $1,306 $1,244 $1,179 $1,088 $950 $732 $713 $684 $849 $816 $593 $512 $495 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 CAPRO BENZENE SPREAD GSFC Investor Presentation Q2 26-27 5 of 8
Slide 11: Key Input Cost Movement
Key Input Cost Movement Imported P2o5 Benzene Natural Gas Ammonia Movement in the Variations in benzene Changes in natural Fluctuations in cost of imported costs, affecting gas prices, a key raw ammonia prices, P2o5, a crucial industrial products material and energy impacting both fertilizer raw mat
Slide 12: Share Holding Pattern as on 30.09.2026
Share Holding Pattern as on 30.09.2026 Promotors (GSIL) 37.84% (No Change) Foreign Institutional/Portfolio Investment (FII/FPI) 12.52% (0.16% Change) Public Promoters Shareholders 38% 44% Domestic Institutional Investment (DII) & Others FII DII 12% 5.83% (-1.50% Change) 6% Indian Public & Non Instit
Slide 13: Expansion Plan on Track
Expansion Plan on Track Ongoing Projects H2 FY FY H1 26-27 27-28 28-29 29-30 Phosphoric Acid (PA) and Sulphuric 198 KTPA PA & 594 KTPA SA Acid(SA) Project at Sikka C - Train Modification for additional 1200 MTPD APS Production at Sikka Unit was commissioned on 23/10/2026. GSFC Investor Presentation
Slide 14: Thank you
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