GNFC

What G N F C promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 10 tracked 1 delivered 1 missed 8 open
  • Government revision of Urea fixed costs and energy norms delivered said Q1 FY26 Promised: Expected to be out by Q3 FY26 Q1 FY27: Energy norms for urea revised favorably from 6.20 to 6.37 Gcal/ton for 3 years. Fixed cost revision status not mentioned.
  • TDI Production Volume FY26 missed said Q4 FY25 Promised: Close to installed capacity (~67,000 tons) Q1 FY27: Promise pertains to FY26, which is complete. The target was missed.
  • Annualized cost savings from A.T. Kearney initiatives delayed said Q1 FY26 Promised: Benefits rolling in Q2 FY26 onwards Q1 FY27: Quantification not yet signed off. Under evaluation, with a better picture expected by the end of Q2 FY27. Initial estimate of INR 250-300 cr savings was re-confirmed.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 10 tracked commitments for G N F C — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens