National Fertilizers Limited has delivered a robust financial performance for the third quarter ended 31st December 2025, demonstrating significant recovery and operational efficiency improvements across its business segments.

Financial Performance Overview

The company's standalone financial results show remarkable improvement with net profit reaching ₹93.77 crore in Q3FY26, representing a substantial 203% increase from ₹30.90 crore recorded in Q3FY25. On a consolidated basis, the performance was even stronger with net profit of ₹135.20 crore compared to ₹45.81 crore in the corresponding quarter of the previous year.

Revenue and Operational Performance

Total income from operations increased to ₹6,887.12 crore in Q3FY26 from ₹5,887.51 crore in Q3FY25, reflecting strong demand across the company's product portfolio. Revenue from operations grew by 17% to ₹6,869.75 crore compared to ₹5,855.85 crore in the previous year quarter.

The company's profit before tax improved significantly to ₹131.07 crore in Q3FY26 from ₹41.92 crore in Q3FY25, indicating enhanced operational efficiency and better cost management.

Segment-wise Performance Analysis

The company operates across four key segments, each contributing to the overall growth:

The Traded Imported Fertilizers segment showed particularly strong performance with revenue increasing from ₹2,119.16 crore to ₹2,739.16 crore, while the Others segment, including domestic traded products and agro inputs, nearly doubled from ₹410.92 crore to ₹697.02 crore.

Subsidy Income Recognition

A significant factor contributing to the strong performance was the recognition of subsidy income of ₹537.06 crore for the quarter on DAP & TSP fertilizers. This was based on operational guidelines issued by the Department of Fertilizers for implementation of provisions over and above NBS subsidy rates approved for Kharif 2025, which has been extended till 31st March 2026.

Nine Months Performance

For the nine months ended 31st December 2025, the company reported standalone net profit of ₹51.46 crore compared to a loss of ₹21.07 crore in the corresponding period of the previous year. On a consolidated basis, nine months profit stood at ₹59.95 crore against ₹49.19 crore in the previous year.

Financial Ratios and Position

The company's financial position remained stable with key performance indicators showing improvement:

• Earnings per share (standalone): ₹1.91 for Q3FY26 vs ₹0.63 for Q3FY25
• Earnings per share (consolidated): ₹2.76 for Q3FY26 vs ₹0.93 for Q3FY25
• Debt-equity ratio: 1.95 times as of Q3FY26
• Current ratio: 1.02 times

The Board of Directors approved these results at their meeting held on 13th February 2026, with the financial statements prepared in accordance with Indian Accounting Standards and reviewed by statutory auditors.

National fertilizers Limited has scheduled a Board of Directors meeting on February 13, 2026, to review and approve the company's unaudited financial results for the third quarter of fiscal year 2026. The Navratna company made this announcement in compliance with SEBI regulations, providing stakeholders with advance notice of the upcoming financial disclosure.

Board Meeting Details

The board meeting will take place at the company's Noida office in Uttar Pradesh on Friday, February 13, 2026. The primary agenda includes consideration, approval, and recording of unaudited financial results for the quarter ended December 31, 2025.

Regulatory Compliance and Trading Window

The company has issued this notification in accordance with Regulation 29 read with Regulation 33 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The financial results will be reviewed by the Audit Committee of the Board before final approval by the directors.

National Fertilizers Limited has confirmed that the trading window closure, which began on January 1, 2026, will extend until February 15, 2026. This restriction applies to designated persons, designated employees, and their immediate relatives as per the company's Code of Conduct for regulating trading in NFL securities.

Trading Window Timeline

Company Information

National Fertilizers Limited operates as a Government of India undertaking with Navratna status. The company maintains its corporate office at A-11, Sector-24, Noida-201301, while its registered office is located at Scope Complex, Core-III, 7, Institutional Area, Lodhi Road, New Delhi. The announcement was signed by Company Secretary Ashok Jha and communicated to both NSE and BSE for regulatory compliance.