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GNGNFC

G N F C Q2 FY26 results (Jul–Sep 2025) and concall

Chemicals · Concall AI · Call held 13 Nov 2025

GNFC reported a quarter marked by significant capex approvals, including the Ammonium Nitrate Melt II project, contributing to a total capex pipeline of INR2,800 crores for ongoing projects. The company anticipates substantial cost savings from A.T. Kearney initiatives and benefits from an upward revision in fertilizer subsidy rates. However, challenges persist in the acetic acid and aniline segments due to raw material and pricing pressures, and TDI production faced technical issues in H1. Management also addressed a large contingent liability from a DOT demand notice, expressing confidence i

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What they filed

Q2 FY26: revenue up 2.7%, net profit up 70.5% against the same quarter last year.

₹ Cr · quarterly
Line itemQ2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue1,917 1,899 2,055 1,601 1,968 +3%
EBITDA90 132 240 31 185 +106%
Net profit105 163 211 83 179 +70%
How to read this

₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.

Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.