Gujarat State Fertilizers & Chemicals Limited share price

NSE: GSFC · ISIN INE026A01025

Key numbers

Market cap: ₹ 6,248 Cr
Current price: ₹ 156.80
52-week high / low: ₹ 200 / 139
Stock P/E: 9.0
Book value: ₹ 306.1
Dividend yield: 3.19%
ROCE: 7.1%
ROE: 5.5%
Debt to equity: 0.00
Sales growth (3 yrs): 25.4%
Profit growth (3 yrs): -19.0%
1-year return: -22.4%

About Gujarat State Fertilizers & Chemicals Limited

Gujarat State Fertilizers & Chemicals Limited produces and sells fertilizers and chemicals in India. The company operates in two segments, Fertilizer Products and Industrial Products. It offers fertilizers, including neem coated urea, di-ammonium phosphate, boronated NPK, muriate of potash, ammonium phosphate sulphate, gypsum, and ammonium sulphate. The company provides industrial products, such as caprolactam, nylon-6, anhydrous ammonia, cyclohexanone, sulphuric acid, technical grade urea, melamine, methyl ethyl ketoxime, hydroxylamine sulphate, cyclohexane, argon gas, and oleum. In addition, the company offers water soluble fertilizers; sulphur-based products; plant tissue culture products; micro nutrients; plant growth promoters; soil conditioners; organic products; and seeds. Further, it is involved in the provision of agro services; trading of agro input products; provision of port and logistics related services; and treatment and supply of wastewater. The company was incorporated in 1962 and is based in Vadodara, India.

Quarterly results

Consolidated figures in ₹ crores

	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Sales	2,184	3,187	2,941	2,633	3,583
Operating profit	193	337	178	83	233
Net profit	139	324	158	52	159
EPS (₹)	3.48	8.13	3.97	1.30	3.98

Concall summary (2026-08-18)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

When we talk about outlook for quarter 2, '26-'27, looking ahe ad, the revival of monsoon during July has improved the demand outlook for the agri input sector ahead of the rabi season.
Elevated input costs, particularly for sulphur and phosphoric acid, are expected to influence industry product mix with demand likely to remain skewed towards DAP.

Growth & demand

We achieved our highest ever Q1 revenue of INR3,581 crores driven by record Q1 fertilizer sales of INR2,947 crores, representing Y-o-Y growth of 65% and 82%, resp ectively.
Profit after tax increased by 15% Y-o-Y to INR161 crores, refle cting the company's ability to deliver profitable growth, despite a challenging operating envi ronment.

Margins & costs

Sulfur p rices increased by 231%, Gujarat State Fertilizers & Chemicals Limited August 13, 2025 a m m o n i a b y 1 4 4 % , n a t u r a l g a s b y 3 8 % a n d P 2 O 5 b y 3 0 % o n Y - o - Y b asis, resulting in compression of fertilizers EBIT margin from 8.49% to 4.09%.
At the same time, geopolitical developments, including the Russia-Ukraine conflict and tensions in the Middle East, continue to create uncertainty around the availabi lity and pricing of critical raw materials and finished fertilizers.

Capex & expansion

And sir now with respect to the capex part, we have mentioned about the commissioning of that train modification for APS at Sikka unit.
Actually, there is commissioning of DAP train to be converted f or fungible production of APS or DAP is on schedule more or less.

Balance sheet & cash

We continue to maintain a strong balance sheet with no long- term debt, healthy network and ad equate liquidity.
So there was a INR500 crores borrowings at the end of the 30 June.

Peers in Agricultural Inputs

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