National Fertilizer's Q4 FY 2025-26 Quarterly Results

Result Summary

• National Fertilizer Ltd reported a 36.7% quarter-on-quarter (QoQ) decrease in its consolidated revenues for the quarter-ended Mar (Q4 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a decline of 2.7%.
• Its expenses for the quarter were down by 37.8% QoQ and 3.4% YoY.
• The net profit increased 12.1% QoQ and increased 12.4% YoY.
• The earnings per share (EPS) of National Fertilizer Ltd stood at 3.09 during Q4 FY 2025-26.

Financial Statments for Q4 FY 2025-26

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Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

National Fertilizer Ltd is a prominent Indian public sector undertaking engaged in the manufacturing and marketing of fertilizers and other agricultural inputs. The company predominantly operates within the chemical and fertilizer industry, where it holds a significant position in the production of urea, a critical agricultural input. As a major player in the sector, National Fertilizer Ltd contributes extensively to enhancing agricultural productivity in India. Established with the aim of providing high-quality fertilizers to boost crop yield, the company has developed an extensive network to distribute its products across the nation. The company is committed to sustainability and innovation, ensuring that its products meet the evolving needs of the agricultural community.

Revenue

During the fourth quarter of the fiscal year 2026 (Q4FY26), National Fertilizer Ltd reported a Total Income of ₹4359.39 crores. This reflects a decrease of 36.7% from the previous quarter (Q3FY26), where the Total Income was ₹6887.12 crores. When compared year-over-year, the Total Income in Q4FY26 showed a slight decline of 2.7% from ₹4481.48 crores in Q4FY25. The revenue figures indicate a contraction in the company's total income both on a quarterly basis as well as on an annual basis. Such fluctuations in revenue could be influenced by various market conditions, including demand variability within the agricultural sector, pricing strategies, or other external economic factors.

Profitability

In Q4FY26, National Fertilizer Ltd achieved a Profit Before Tax of ₹156.66 crores, marking a 19.5% increase from ₹131.07 crores in Q3FY26. On an annual comparison, this was an increase of 20.6% from ₹129.88 crores in Q4FY25. The Tax expenses for Q4FY26 were ₹38.47 crores, which is a 3.1% increase from the previous quarter and an 18.2% increase year-over-year. The Profit After Tax for Q4FY26 amounted to ₹151.54 crores, representing a quarterly growth of 12.1% from ₹135.20 crores and an annual increase of 12.4% from ₹134.79 crores. This growth in profitability metrics suggests improvements in cost management or operational efficiencies. Earnings per Share (EPS) for Q4FY26 stood at ₹3.09, up by 12.0% from the previous quarter and 12.4% from the same quarter in the previous year, indicating an enhancement in shareholders' returns.

Operating Metrics

The company’s Total Expenses in Q4FY26 were reported at ₹4202.73 crores, which signifies a decline of 37.8% from ₹6756.05 crores in the preceding quarter. Year-over-year, Total Expenses decreased by 3.4% from ₹4351.60 crores in Q4FY25. The reduction in expenses contributed positively to the company's profitability. Such changes in operating expenses might result from strategic cost-saving initiatives, reduction in production costs, or efficiencies gained through operational optimizations. The company’s ability to manage its operating costs effectively while maintaining profitability is crucial for sustaining its financial health amidst fluctuating revenue streams.