GNFC Q4 FY27 earnings on May 18: key numbers to watch

The next GNFC results date investors are tracking

Gujarat Narmada Valley Fertilizers & Chemicals Ltd (GNFC) has an upcoming earnings date of 18 May 2026. The latest reported earnings date in the provided data set is 10 February 2026 (Q3 FY25-26), while another reference also lists the most recent reported quarter as 31 December 2025. Together, these datapoints indicate the market is now focused on the next scheduled update in May.

For investors, the May 18 date matters because the company’s quarterly numbers are closely watched for changes in chemical segment profitability, fertilizer performance, and the impact of plant shutdowns that were discussed alongside prior results.

Snapshot of the latest quarter: revenue, gross profit, PAT

In the latest quarter metrics shared, GNFC reported revenue of ₹1,996 crore, with QoQ growth of 1.42% and YoY growth of 5.11%. Gross profit was reported at ₹108 crore, up 3.85% QoQ and up 89.47% YoY.

The same dataset shows net profit (PAT) of ₹150 crore, down 15.25% QoQ and down 5.06% YoY. These figures point to a quarter where revenue growth was modest, gross profit improved sharply year-on-year, but net profit weakened sequentially.

What GNFC has said about dividends this year

GNFC has declared a dividend of ₹18.00 per share on 02 September 2025, as stated in the provided information. The same context also notes the board recommended a dividend of 180%, described as ₹18 per share, compared with a prior dividend level stated as 165% or ₹16.5 per share.

Dividend metrics included in the dataset also list 3.5% current dividend yield and a 44% payout ratio.

TTM view: scale of operations and cost structure

Alongside quarterly datapoints, the dataset provides trailing twelve months (TTM) financials. TTM revenue is listed as ₹76.20 billion, which normalises to ₹7,620 crore. TTM earnings are listed as ₹6.24 billion, normalised to ₹624 crore.

The same TTM income statement summary lists cost of revenue at ₹58.49 billion (₹5,849 crore) and gross profit at ₹17.71 billion (₹1,771 crore), with other expenses of ₹11.48 billion (₹1,148 crore).

Stock and valuation markers cited in the dataset

The dataset lists a market capitalisation of ₹75.58 billion (₹7,558 crore), and also separately shows Market Cap ₹7,640.18 crore. It also cites EPS (TTM) of 42.45 in one section and EPS (TTM) of 39.85 in another section.

Other markers listed include gross margin 23.25%, net profit margin 8.19%, and debt/equity ratio 0.2%. The dataset also notes P/B ratio 0.86, PEG ratio 1.69, and ROE 7.03.

On the price move, GNFC’s share price is stated to have moved down -1.42% from ₹467.80 to a last traded price of ₹461.20.

Quarterly P&L table cues: income and profitability movement

The quarterly P&L extracts in the dataset show Total Income of ₹2,095 crore for Sep 2025 and ₹2,093 crore for Dec 2025. For the same series, EBIT is shown at ₹231 crore (Sep 2025) and ₹205 crore (Dec 2025).

Profit after tax (PAT) is shown at ₹177 crore (Sep 2025) and ₹150 crore (Dec 2025). The quarterly growth row included in the extract shows Total Income Growth (%) of -0.10 for the Dec 2025 quarter relative to Sep 2025.

Operational factors referenced: shutdown impact and capex

A management commentary excerpt in the dataset links performance to an “elongated shutdown of TDI2.” It states that, barring this elongated shutdown, results “would have been higher” by roughly ₹300 crore in top line and about ₹100 crore in bottom line.

The same commentary mentions capex of around ₹2,900 crore at different stages of execution and approval. It also notes a net change of roughly ₹250 crore in overall net worth, tied to dividend outgo and profit accrual, and an other comprehensive income loss of roughly ₹100 crore, predominantly linked to listed investments where prices declined.

Segment and volume references included in the data

The commentary also states that chemical volumes were higher and profitability improved, while fertilizer losses came down by around ₹64 crore, even though volumes and revenue were lower for fertilizers. Product-level volume changes cited include overall sales volume up 7%, aniline sales up 15%, technical grade urea (TGU) sales up 52%, and CNS sales up 15%.

Another operational point mentioned is that GNFC “did not sell any ammonia during Q4” or “for the entire year,” as per the excerpt.

Key numbers table (normalised to ₹ crore)

TTM and market metrics table (normalised to ₹ crore)

What to watch on May 18, based on disclosed datapoints

With the next results due on 18 May 2026, the immediate focus will be whether revenue around the ₹2,000 crore quarterly level sustains and how profits trend after a quarter that showed lower PAT on a sequential basis. The earlier shutdown-linked commentary is also relevant because it quantified the potential impact at ₹300 crore of top line and ₹100 crore of bottom line.

Dividend expectations may also remain a key investor question, given the declared ₹18 per share dividend dated 02 September 2025, and the dataset’s note that the dividend yield is 3.5% with a 44% payout ratio.

Conclusion

GNFC’s next earnings are scheduled for 18 May 2026, with recent datapoints showing ₹1,996 crore revenue and ₹150 crore PAT in the latest quarter snapshot, and a declared dividend of ₹18 per share dated 02 September 2025. The May results will be read alongside prior disclosures around shutdown impact, capex of ~₹2,900 crore, and the company’s TTM profitability metrics. The next confirmed milestone is the earnings announcement date itself, after which updated quarterly and TTM numbers should provide a clearer comparison point.