Gujarat Alkalies and Chemicals posted standalone profit after tax of ₹20.84 crore for FY26, up 31.73% from ₹15.82 crore in the previous year, as net external sales climbed to ₹4,246.50 crore from ₹3,959.50 crore. The company's 53rd Annual General Meeting is scheduled for September 25, 2026, via video conferencing, where shareholders will vote on a final dividend of ₹17.70 per equity share.

FY26 standalone financial highlights

EBITDA rose 15.31% to ₹521.83 crore from ₹452.56 crore, while profit before tax surged 352.37% to ₹43.97 crore from ₹9.72 crore. Revenue from operations on a standalone basis stood at ₹4,358.07 crore against ₹4,072.91 crore in FY25. Total production of all products increased 3.03% to 21,75,302 MT.

At the consolidated level, EBITDA increased 34.16% to ₹498.57 crore from ₹371.62 crore. Consolidated profit before tax improved 129.09% to ₹20.72 crore from a loss of ₹71.22 crore, while consolidated loss after tax narrowed 96.30% to ₹2.41 crore from ₹65.12 crore.

Dividend and AGM agenda

The board recommends a dividend of ₹17.70 per share (177% on face value of ₹10) for FY26, up from ₹15.80 per share in FY25. The record date is September 18, 2026, with payment on or after September 30, 2026. Shareholders will also consider the reappointment of Dr. T. Natarajan, IAS (1996 batch), as a director, and ratification of remuneration of ₹3,19,000 per annum plus applicable GST payable to M/s. Y. S. Thakar & Co. as cost auditors.

Two material related-party transactions (RPTs) for FY27 are on the agenda, each capped at ₹1,000 crore:

GNAL is a joint venture in which GACL holds 60% and NALCO holds 40%. GACL provided backstopping support of ₹300 crore towards GNAL's compulsory convertible debentures in FY25, while NALCO contributed ₹200 crore. Remote e-voting opens September 22, 2026 at 9:00 am and closes September 24, 2026 at 5:00 pm. M/s. Samdani Shah & Kabra has been appointed scrutinizer.

Production performance

Caustic Soda Lye production rose 5.01% to 5,54,990 MT, while Purified Phosphoric Acid Food Grade output grew 15.59% to 38,608 MT and Chlorotoluene Products jumped 56.29% to 16,871 MT. Chlorine Gas/Liquid output increased 4.87% to 5,18,992 MT. Hydrogen Peroxide production declined 5.86% to 56,453 MT and Aluminium Chloride fell 8.49% to 40,883 MT.

Strategic initiatives and credit ratings

GACL launched Project Ahvaan, a company-wide business transformation programme targeting annual revenues of over ₹10,000 crore and an EBITDA margin of more than 20% by FY31. The company has also approved Vision 2047, targeting revenues of more than ₹40,000 crore with a 20% EBITDA margin by 2047.

The company commissioned a 30 KTPA Chlorotoluene Plant at Dahej and plans to install an additional 33,870 TPA Food Grade Phosphoric Acid facility and a 5,000 TPA High Purity Hydrogen Peroxide Plant. Renewable energy capacity stands at 207.87 MW, comprising 171.45 MW wind and 36.42 MW solar, meeting around 35% of total power requirements.

CARE Ratings reaffirmed short-term bank facilities and commercial paper at CARE A1+ and downgraded long-term bank facilities to CARE AA-. The company achieved record exports of ₹946 crore on a standalone basis; combined with GNAL, total export turnover reached ₹1,242 crore.

Shareholder and compliance updates

Unclaimed dividends from FY17-18 aggregating ₹23,16,873 have been transferred to the Investor Education and Protection Fund (IEPF). The company also transferred 33,418 equity shares to IEPF in respect of dividends unclaimed for seven consecutive years. Shareholders holding physical shares must update KYC details, including PAN and bank accounts, with MUFG Intime India Pvt. Ltd. Tax at source will be deducted on dividends unless shareholders submit Form 121 to the RTA by September 5, 2026. The VC/OAVM facility is available for 1,000 members on a first-come, first-served basis, excluding large shareholders (holding 2% or more), promoters, and institutional investors.

Gujarat Alkalies & Chemicals Limited has scheduled an investor meet for Monday, August 24, 2026. The event will take place in Mumbai and is organized by Antique Stock Broking Limited. The meeting format includes both group sessions and one-on-one interactions with shareholders, investors, and analysts.

The company disclosed the schedule pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. During the meet, management will refer only to the corporate and earnings presentation hosted on the company’s website and other publicly available information.

Meeting Details

The schedule is subject to change. Sanjay Kumar Bhatt, Company Secretary and Executive Director (Legal, CC & CSR), signed the disclosure issued on August 18, 2026.