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Gujarat Narmada Valley Fertilizers and Chemicals Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Capex of INR300 Cr in Q1; full year target INR1,200-1,500 Cr; total projects INR2,800 Cr plus INR1,500 Cr next 2 years
- TGU production and profitability significant; expected to sustain FY27 levels
- Q1 FY27 profits second highest in company history after Q1 FY22
- TDI, ethyl acetate, acetic acid plants down in Q1 due to cost; resumed operations in August
- Kearney consulting ongoing for margin improvement; potential savings INR250-300 Cr by Q2
- Energy norms for urea revised to 6.37 Gcal/MT valid for 3 years from FY25-26
- Coal-based steam started at Dahej, saving INR30,000-40,000 per MT of TDI currently
- Production: Ammonia 173k MT (54% oil, 49% gas), TDI 12.8k MT, WNA 113k MT, CNA 37.5k MT, AN Melt 55.6k MT, TGU 74.8k MT
- Cash on hand approx INR4,000 Cr in G-Sec, GSFS, bank mix
- Inventory built up in Q1 being liquidated gradually with mixed realizations
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.