GSFC Q4 FY26 Revenue Up 15% to ₹10,827 Cr; PAT Rises 14% to ₹652 Cr
Gujarat State Fertilizers & Chemicals Limited reported a 15% rise in operating revenue to ₹10,827 crore for FY 2025-26. PAT increased by 14% to ₹652 crore. The company achieved its highest quarterly sales in Q4 FY26 at ₹2,622 crore. Fertilizer sales grew 17% and volumes 12%. Industrial Products segment saw its highest profitability in four years.
The announcement details strong financial results, including record sales and profit growth, along with segment-specific performance highlights and updates on ongoing capex projects. This information is material for investors and stakeholders, impacting their assessment of the company's performance and future prospects.
The company reported significant year-on-year growth in revenue, EBITDA, and profit after tax, alongside achieving record sales in the quarter and highest production/profitability in segments over multiple years. This indicates strong operational and financial performance.
Gujarat State Fertilizers & Chemicals Limited (GSFC) announced its financial results for the quarter and year ended March 31, 2026. The company reported a robust performance with operating revenue increasing by 15% to ₹10,827 crore in FY 2025-26 from ₹9,429 crore in the previous fiscal year.
Operating EBITDA surged by 24% year-on-year to ₹781 crore. Profit Before Tax (PBT) saw a 13% increase to ₹838 crore, while Profit After Tax (PAT) rose by 14% to ₹652 crore. The company achieved its highest-ever quarterly sales in Q4 FY 2025-26, amounting to ₹2,622 crore.
The Fertilizer segment demonstrated strong growth, with sales increasing by ₹1,196 crore (17%) and volumes rising by 12% to 22.31 LMT from 19.88 LMT in FY 2024-25. Urea, APS, and AS were key contributors to this volume growth. Despite challenges from rising raw material costs due to geopolitical factors, GSFC achieved its highest fertilizer production in five fiscal years (17.59 LMT).
The Industrial Products segment recorded its highest yearly profitability in four years and highest Q4 EBIT in ten quarters. Sales grew by ₹202 crore (9%) in FY 2025-26, and EBIT increased significantly from ₹56 crore to ₹200 crore year-on-year. This improvement was driven by higher sales of Technical Grade Urea, HX Crystal, and traded Ammonia, along with increased Melamine exports.
GSFC successfully managed operational continuity amidst global supply chain disruptions through agile planning and dynamic product mix optimization. The company also continued to focus on chemical exports, particularly Melamine, aligning with government trade initiatives.
Capital expenditure plans are on track, with projects aggregating ₹675 crore capitalized during FY 2025-26. Key ongoing projects include C-Train Modification for APS Production at Sikka Unit and Phosphoric Acid (PA) and Sulphuric Acid (SA) Project at Sikka.
The company anticipates a dynamic environment for the Fertilizer segment in Q1 FY 2026-27 due to continued raw material price volatility. The Industrial Products segment is expected to see mixed demand, with potential pressure on realizations for Caprolactam and Nylon products.
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