Gujarat Narmada Valley shares fall 6% after West Asia tensions; firm issues updateGujarat Narmada Valley shares fall 6% after West Asia tensions; firm issues update

Gujarat Narmada Valley Fertilizers & Chemicals (GNFC) faces RLNG supply constraints as GAIL limits allocation to 60% of contracted quantity, affecting neem urea production from March 6, 2026.

Introduction

Leading fertiliser manufacturer faces restricted RLNG supply due to upstream transit constraints, limiting neem urea production while other products remain unaffected as of March 6, 2026.

Share price movement of GNFC

On March 9, 2026, Gujarat Narmada Valley Fertilizers & Chemicals Ltd opened at ₹419.95, down 2.61% from its previous close of ₹431.30. The stock reached a high of ₹419.95 and a low of ₹406.05 (6.00%). By 1:00 PM, it traded at ₹410.00, a 4.94% decrease, with a market cap of ₹6,024.57 crore.

GNFC Faces RLNG Supply Constraints

Shares of Gujarat Narmada Valley Fertilizers & Chemicals (GNFC) fell 6% on March 9 after the company reported supply constraints of regasified liquefied natural gas (RLNG) amid Middle East conflict.

GAIL (India) Limited, GNFC’s RLNG supplier, received a force majeure notice from Petronet LNG Limited citing transit constraints that disrupted LNG supply, affecting downstream allocations to GNFC under the supply agreement.

Due to these constraints, RLNG allocation to GNFC has been reduced to 60% of the Daily Contracted Quantity (DCQ) from March 6, 2026, impacting production schedules under the current supply agreement.

The restricted supply will affect neem urea production. Manufacturing of other products remains unaffected. The overall impact of the ongoing force majeure event cannot be accurately estimated at this time.

Stock performance of GNFC for period of 1 week, 6 months, and 1 year

Gujarat Narmada Valley Fertilizers & Chemicals Ltd delivered a 2.22% decline over the past week, fell 15.0% in the past 6 months, and dropped 14.2% over the past 1 year.

Shareholding pattern of GNFC

Particulars	Dec 2025	Sep 2025	Jun 2025
Promoter	41.30%	41.30%	41.30%
FII	12.10%	12.10%	12.70%
DII	11.10%	10.70%	10.50%
Public	35.40%	35.90%	36%

About GNFC

Gujarat Narmada Valley Fertilizers & Chemicals Ltd (NSE: GNFC) is a joint sector enterprise producing fertilizers, industrial chemicals, and limited IT services, operating since 1982 from Bharuch, Gujarat.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time. The securities quoted are exemplary and are not recommendatory.

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