Please find enclosed the Investor Presentation.

NO. SEC/BD/SE November 02, 2026 Dy. General Manager Dy. General Manager BSE Limited Listing Department Corporate Relationship Dept., National Stock Exchange of India Limited 1st Floor, New Trading Ring, Exchange Plaza, Rotunda Bldg, PJ Tower, C-1, Block - "G", Dalal Street, Fort, Bandra Kurla Complex, Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Scrip Code: "500670" Symbol: "GNFC” Dear Sir / Madam, Sub: Investor Presentation_Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Ref.: Investor Meet _Our letter dated October 17, 2026. --------------------------------------------------------------------------------------------------------------------- Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulation, 2015, we wish to inform that the Senior Management of the Company will be participating in the Investors / Analyst meet scheduled to be held on Tuesday, November 03, 2026 at 04:00 PM IST through Earnings Conference Call. An invite for the same has already been submitted through our letter dated October 17, 2026. In continuation of our above submission, we are attaching the Investor Presentation- Conference Call- Q2 FY 26-27. The presentation is also being made available on the Company’s Website i.e. www.gnfc.in We request you to kindly take note of the above. Thanking you. Yours faithfully, For Gujarat Narmada Valley Fertilizers & Chemicals Limited Rajesh Pillai Company Secretary & Compliance Officer Encl.: As above Gujarat Narmada Valley Fertilizers & Chemicals Ltd INVESTOR PRESENTATION – CONFERENCE CALL – Q2 FY 26-27 November - 2026 Cautionary Note - Forward Looking Statement  Only matters in the public domain can be subject matter of discussion in this meeting.  As a matter of policy, we do not provide any forecast about the future business situation.  We do not comment or give guidance on future results or business outlook. GNFC I Investor Presentation I Q2 FY 26-27 2of 16 Uniqueness Never lost a single man-day on account of labour discord Absorbed state-of-the art complex technologies from leading technology providers across the globe Only company in India to produce Oil based Ammonia Largest producer of Formic Acid in India. One of the top producers of Aniline, AN Melt, WNA & CNA India’s only manufacturer of Glacial Acetic acid through the cutting-edge Methanol Carbonylation route Only manufacturer of Toluene Di-isocyanate (TDI) in South East Asia & Indian Sub Continent GNFC I Investor Presentation I Q2 FY 26-27 3 of 16 From The Desk of Managing Director Commenting on the results, Mr. Sanjeev Kumar , IAS, Managing Director stated that it gives me pleasure in sharing Mr. Sanjeev Kumar, IAS results for Q-2 & H-1 FY 26-27. Managing Director During Q-o-Q Q 2, Revenue increased mainly due to higher volume across majority of the products, which is partially offset by lower realization. Result is decreased mainly due to lower realization and higher fixed cost partially offset by higher volume. During Y-o-Y Q 2, Revenue increased mainly due to higher realizations across majority of the products higher volume. Result is marginally increased mainly due to higher realization & higher volume partially offset by higher input cost & higher fixed cost. Y-o-Y H 1, Revenue & PBT are not comparable due to Annual turnaround in Bharuch complex during H 1 FY 25-26. The change in other comprehensive income is attributable to change in the fair market value of both quoted and unquoted investments as well as actuarial assumptions of employee benefit obligations. At Dahej captive Coal base power plant has started resulting into reduction in the operation cost. The balance activity of the project in parallel are in closer mode. Neem Urea Energy Norms are revised from 6.20 Gcal/MT to 6.37 Gcal/MT effective from 01.04.2025 which augurs well for company. The revision in fixed cost for NCU is being pursued with the Government at industry level and task has been assigned to NITI Aayog. GNFC I Investor Presentation I Q2 FY 26-27 4of 16 From The Desk of Managing Director Mr. Sanjeev Kumar, IAS Managing Director The announcement for Nutrient based subsidy rates in respect of complex fertilizer is awaited which are going to be effective from RABI season. While the cash flow on account of subsidy receipt is regular, due to high feed and fuel prices due to geo political situation specially war, the working capital intensity has increased. While high energy prices in general due to war and its consequential effect on some of the immediate down stream products have impacted operating cost in spite of which company has been in position to maintain profitable operations. The Q 2 FY 26-27 has witnessed liquidation of substantial built up inventory at the beginning of quarter. GNFC I Investor Presentation I Q2 FY 26-27 5of 16 Financial Performance (₹ Crores) FY FY FY During Q- 2 FY 26-27, total income increased as FY 26-27 compared to Q -1 FY 26-27, driven by higher volume Particulars 25-26 26-27 25-26 across majority of the products and dividend income, which is partially offset by lower realizations. Q2 Q1 Q2 H1 Whereas, the PBT is lower primarily due to lower realization and higher fixed cost, which is partially offset by higher volume. Operating Revenue 2,773 2,238 1,968 5,011 3,569 During Q- 2 FY 26-27, total income increased as compared to Q -2 FY 25-26, driven by higher realization across majority of the products and Total Revenue 2,901 2,339 2,095 5,240 3,846 higher volume in some of the products. The PBT is marginally higher primarily due to higher realizations and volume, which is partially offset by higher input cost & fixed cost. PBT 241 416 230 657 335 During H 1 FY 26-27, total income & PBT are not comparable to H 1 FY 25-26, mainly due to maintenance shutdown at Bharuch plants during H 1 FY 25-26. PAT 185 310 177 495 255 GNFC I Investor Presentation I Q2 FY 26-27 6of 16 Segment Performance (₹ Crores) (₹ Crores) Segment Revenue Segment Result 3,000 20 600 400 14 1,631 2,000 1,569 1,162 200 177 158 1,000 1,117 - 649 781 (38) (85) (35) - (200) Q2 Q1 Q2 Q2 Q1 Q2 26-27 26-27 25-26 26-27 26-27 25-26 Fertilizers Chemicals Others Fertilizers Chemicals Others Q-2 Vs Q-1: Fertilizer Segment loss decreased mainly due to lower input cost in complex fertilizer & higher energy norms in Neem Urea during Q 1 FY 26-27 partially offset by lower volume in complex fertilizer and higher fixed cost. Chemical Segment performance is lower mainly due to lower realizations & higher fixed cost partially offset by higher volume. Q-2 Vs Q-2 Fertilizer Segment loss marginally increased mainly due to higher fixed cost & higher input cost in complex fertilizers partially offset by higher realization in complex fertilizers and lower energy norms in Neem Urea. Chemical Segment performance marginally improved mainly due to higher realization & higher volume partially offset by higher input cost & fixed cost. GNFC I Investor Presentation I Q2 FY 26-27 7of 16 Segment Performance (₹ Crores) (₹ Crores) Segment Revenue Segment Result 45 21 6,000 750 600 17 4,000 3,200 450 2,167 300 2,000 150 1,766 1,358 - (123) (135) - (150) H1 H1 H1 H1 26-27 25-26 26-27 25-26 Fertilizers Chemicals Others Fertilizers Chemicals Others H-1 Vs H-1: Fertilizer Segment loss decreased mainly due to higher realization in complex fertilizers & lower energy norms in Neem Urea partially offset by higher input cost in complex fertilizers. Chemical Segment performance improved mainly due to higher realization & higher volume partially offset by higher input cost & fixed cost. GNFC I Investor Presentation I Q2 FY 26-27 8 of 16 Balance Sheet Summary (₹ Crores) Particulars 30-09-2026 31-03-2026 Net Fixed Assets * 3,314 2,881 CWIP 781 900 • CWIP represents mainly WNA-III plant, Investments 1,260 1,558 Ammonium Nitrate II plant under Cash & Bank balance/deposits 1,805 1,111 construction and urea reactor under Other Assets 4,777 4,775 replacement. Total As [Showing first 8,000 characters — download PDF for full document]