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  1. J

    Analysis on Gujarat Narmada Valley Fertilizer and Chemicals Company (GNFC)

    @profmaliki Your participation in this post has been really informative. Thanks!
  2. J

    Analysis on Gujarat Narmada Valley Fertilizer and Chemicals Company (GNFC)

    @profmaliki Agreed. Q3 results were bad and justifies the selling in the market today. Coupled with TDI slowdown, the whole subsidy business with govt, slowdown in chemical and general elections are all going to impact this stock in the near future. Also, the quarter was particularly bad because...
  3. J

    Analysis on Gujarat Narmada Valley Fertilizer and Chemicals Company (GNFC)

    @profmaliki I think it is a chemical company first. The first source (investor presentation) says that chemicals contribute 70% of revenues. I’m not able to find a breakup of this revenue by different products on the internet though. Still searching. For a lot of products, the company holds...
  4. J

    Analysis on Gujarat Narmada Valley Fertilizer and Chemicals Company (GNFC)

    Line of Business GNFC is a state owned fertilizer and chemical company. It's revenues are 70% from chemicals and rest 30% from fertilizers. Chemical catalogue consists of multiple products like weak nitric acid, acetic acid, TDI etc. It is also the only manufacturer of TDI in SEA.\1])...
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