Gujarat State Fertilizers & Chemicals Ltd

Meeting Details

• Date and time: 13 August 2026 at 3:30 PM IST.
• Type/Mode: group earnings conference call, virtual.
• Event/organiser: GSFC Q1 FY27 Earnings Conference Call organized by Anurag Services LLP.
• Key participants: Senior VP – Finance and Chief Financial Officer; other GSFC senior executives.

Participants

• Senior VP – Finance and Chief Financial Officer (CFO) represented GSFC.
• Other GSFC senior executives attended the call.

Purpose

• Discuss Q1 FY27 earnings and outlook with analysts.

Additional Notes

• Conference recording available; transcript enclosed.
• Presentation materials available on GSFC website.
• Q&A followed after the presentation.

Meeting Details

• Date and time: 13 August 2026, 3:30 PM IST.
• Type & mode: Group earnings conference call, virtual.
• Event/organiser: Q1 FY27 Earnings Conference Call hosted by Anurag Services LLP.

Participants

• Chief Financial Officer (CFO) / Senior VP, Finance led the discussion.
• Other senior GSFC executives participated.

Purpose

• Discuss Q1 FY27 earnings; review results; respond to investor questions.

Additional Notes

• Recording and transcript available; investor presentation posted on stock exchanges and GSFC website.

Results snapshot

• Q1 FY26-27 sales: Rs 3,581 Cr; fertilizer sales: Rs 2,947 Cr; YoY growth 65% and 82%.
• PAT rose 15% YoY to Rs 161 Cr.
• Industrial Products sales Rs 635 Cr; EBIT Rs 116 Cr; second highest Q1 to date.
• Fertilizers EBIT margin 4.09% vs 8.49% YoY.
• Total Revenue Rs 3,615 Cr; Operating EBIDTA Rs 238 Cr; PBT Rs 207 Cr; EPS Rs 4.04.

Fertilizers performance drivers

• Fertilizers sales grew 82% YoY to Rs 2,947 Cr; volumes up 17% to 5.26 LMT; DAP sales led.
• Raw material prices rose: Sulphur 231%, Ammonia 144%, Natural Gas 38%, P2O5 30% YoY.
• Growth driven by manufactured and traded DAP volumes supported by government package.

Industrial Products performance

• Industrial Products sales rose 15% YoY to Rs 635 Cr; EBIT up to Rs 116 Cr.
• Caprolactam and Capro-Benzene spread rose from $540 to $816 per MT.

Capex and projects

• APS train modification at Sikka unit; 1200 MTPD APS.
• PA and SA project at Sikka: 198 KTPA PA and 594 KTPA SA.
• Projects scheduled across Q2-Q4 FY26-27 and beyond.
• Capex-led growth plan; ongoing projects aligned with strategic roadmap.

Outlook and risks

• Monsoon revival in July improves agri-input outlook ahead of the Rabi season.
• Geopolitical tensions and raw material price volatility may affect supply and costs.
• GSFC aims to optimize product mix, improve efficiency, and maintain prudent inventory.
• Demand expected to skew toward DAP; focus on margins.

Results and governance

• Board approved unaudited standalone and consolidated results for quarter ended 30 June 2026.
• CNK & Associates LLP issued limited review report; no material misstatement identified.
• Finance-Cum-Audit Committee reviewed results; Board approved on 11–12 August 2026.

Cost auditor appointment

• Re-appointed ND Birla & Co as Cost Auditors for FY 2026-27.
• Remuneration fixed at Rs 4.40 lakh per annum plus service tax.
• Date of appointment: 12 August 2026; subject to AGM ratification.
• Firm: N D Birla & Co, Cost Accountants, Ahmedabad.

Meeting Details

• Date & time: 13 August 2026 at 3:30 PM IST.
• Type: Conference call on Q1 FY26-27 results.
• Mode: Over call (teleconference).
• Nature: Group meeting.

Participants

• Key participants: Sr. Vice President (Finance) & CFO and other senior management.

Purpose

• Purpose: discuss Q1 FY26-27 financial performance.

Additional Notes

• Event organised by Gujarat State Fertilizers & Chemicals Ltd.

Meeting Details

• Date and time: 13 August 2026, 3:30 PM IST.
• Meeting type and mode: conference call, over call; group meeting.
• Organiser: GSFC investor relations conference call.
• Key company participants: CFO (Sr. VP Finance) and other senior management.
• Purpose: discuss Q1 FY26-27 financial performance.

Gujarat State Fertilizers & Chemicals Limited trading window closed from 30 June 2026 until 48 hours after the announcement of the Unaudited Financial Results for the quarter ended 30 June 2026 (up to Friday, 14th August, 2026).

Meeting Details

• Board meeting on 12 August 2026 to consider unaudited results for quarter ended 30 June 2026.

Key Agenda Items

• Approve unaudited financial results for quarter ended 30 June 2026.

Other Notes

• Trading window closed from 30 June to 14 August 2026, 48 hours after results.