National Fertilizers Q4 Results 2026: Date, Revenue, PAT & Analyst Outlook

Fri Apr 17 2026

National Fertilizers (NSE: NFL) is scheduled to declare its Q4 FY26 (January–March 2026) results on May 12, 2026. The stock trades at Rs 88 as of April 2026 — down -39% from its 52-week high of Rs 145 — entering the most consequential quarterly results event of FY26. Q4 FY26 delivers the complete annual FY26 performance and the first formal FY27 management guidance.

This Q4 FY26 results preview covers the confirmed date, analyst consensus estimates, five key performance factors, five risks, analyst ratings, and the complete share price outlook for National Fertilizers.

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Table of Contents

National Fertilizers Q4 Results 2026 Date

The National Fertilizers Q4 FY26 results date is May 12, 2026. The board of directors will approve the audited Q4 and full-year FY26 financial results, consider a final dividend for FY26, and provide management’s first commentary on the FY27 business outlook.

Company	Q4 Results Date	Key Metric to Watch
TCS	April 9, 2026 (Declared)	FY27 CC guidance + deal TCV
Infosys	April 23, 2026	CC revenue growth range
HCL Technologies	April 22, 2026	EBIT margin + services growth
Narayana Hrudayalaya	May 10, 2026	ARPOB + occupancy rate
National Fertilizers	May 12, 2026	See estimates below

Why Q4 FY26 Matters

Q4 FY26 is the final quarter of FY2025–26 and delivers the full-year annual results alongside the first FY27 business outlook from management. For National Fertilizers in the PSU Fertilizers / Urea sector, Q4 captures peak-season demand dynamics that typically determine whether the full-year performance meets, beats, or misses analyst expectations.

The National Fertilizers board’s dividend recommendation on May 12, 2026 will also be closely watched as it signals confidence in FY26 cash flow quality and FY27 business trajectory.

National Fertilizers Q4 FY26 Earnings Estimates

National Fertilizers Q4 FY26 analyst estimates — Revenue Rs 2,200 Cr, PAT Rs 68 Cr

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Metric	Q4 FY26 Estimate	Q3 FY26 Actual	Trend
Revenue	Rs 2,200 Cr	Rs 2,000 Cr	Sequential improvement expected
Net Profit (PAT)	Rs 68 Cr	Rs 62 Cr	Normalisation in progress
Operating Margin	EBITDA 6%	Q3 FY26 level	Stable to improving
Volume / Revenue Growth	+8% volume YoY	Prior quarter	YoY improvement expected
Final Dividend (Expected)	Rs 2	FY26 interim dividends	Board decision on May 12, 2026

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5 Key Factors Driving National Fertilizers Q4 FY26 Performance

1. Rabi Season Demand Peak

Q4 fertilizer demand captures rabi crop application season for wheat, mustard, and vegetables.

2. Subsidy Disbursement

Government subsidy timing directly affects cash flow — Q4 subsidy clearing supports PAT.

3. Urea Capacity Utilisation

Urea plant capacity utilisation at 95%+ determines fixed cost absorption quality.

4. Feedstock — Natural Gas Cost

Natural gas price determines urea manufacturing cost — any softening benefits margins.

5. Kharif Pipeline Guidance

Q4 FY26 management guidance for kharif fertilizer demand determines FY27 volume outlook.

5 Risks to Watch in National Fertilizers Q4 FY26

Risk 1: Input Cost Volatility

Raw material and input cost changes can compress margins unexpectedly within a quarter.

Risk 2: Revenue Concentration Risk

Customer or geographic concentration creates quarterly revenue variance.

Risk 3: Competitive Pressure

Intensified sector competition may require price or volume concessions.

Risk 4: Regulatory Environment

Policy and regulatory changes can create compliance cost or revenue risks.

Risk 5: Macroeconomic Sensitivity

Global and domestic conditions — tariffs, interest rates, consumption — affect demand.

National Fertilizers Share Price and Analyst Ratings

Parameter	Value
CMP (April 2026)	Rs 88
52-Week High	Rs 145
52-Week Low	Rs 68
1-Year Return	-39%
Market Capitalisation	Rs 3,600 Cr
Sector	PSU Fertilizers / Urea
NSE Ticker	NFL
Q4 Results Date	May 12, 2026

Brokerage	Rating	Thesis Summary
Motilal Oswal	BUY	Q4 recovery potential; sector tailwinds intact
YES Securities	ADD	Earnings inflection expected; FY27 guidance key
Kotak Institutional	NEUTRAL	Fair valued at current levels; execution key

Conclusion

National Fertilizers Q4 FY26 results on May 12, 2026 will be the most important quarterly event of FY26. At Rs 88 — down -39% from its 52-week high of Rs 145 — the stock has already priced in significant headwinds. Revenue above Rs 2,200 Cr with EBITDA 6% would constitute a beat against current analyst consensus. Management’s FY27 guidance is the primary re-rating catalyst.

Disclaimer: Investment in the share market is subject to risk. This article is for informational and educational purposes only and does not constitute investment advice. All financial data and analyst estimates are sourced from publicly available information. Verify all numbers before investing. Consult a SEBI-registered financial advisor before making investment decisions.

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Frequently Asked Questions

Q: When is National Fertilizers Q4 results 2026 date?

National Fertilizers Q4 FY26 results date is May 12, 2026. The board will approve the audited Q4 and full-year FY26 financial results, consider a final dividend, and provide FY27 guidance.

Q: What is National Fertilizers Q4 FY26 revenue estimate?

Analyst consensus Q4 FY26 revenue estimate for National Fertilizers is Rs 2,200 Cr. Q3 FY26 actual revenue was Rs 2,000 Cr. Actual results may differ based on operating conditions.

Q: What is National Fertilizers share price ahead of Q4 results?

National Fertilizers trades at Rs 88 as of April 2026. 52-week high is Rs 145 and 52-week low is Rs 68. The 1-year return is -39%. Market cap is Rs 3,600 Cr.

Q: Will National Fertilizers declare a dividend in Q4 FY26?

National Fertilizers is expected to declare a final dividend of Rs 2 for FY26, subject to board approval on May 12, 2026 and AGM shareholder ratification. Verify the actual announcement before investing.

Q: What is National Fertilizers Q4 FY26 PAT estimate?

Analyst consensus Q4 FY26 PAT estimate for National Fertilizers is Rs 68 Cr. Q3 FY26 actual PAT was Rs 62 Cr. These are analyst estimates and subject to quarterly variance.

Q: What were National Fertilizers Q3 FY26 results?

National Fertilizers reported Q3 FY26 revenue of Rs 2,000 Cr and PAT of Rs 62 Cr. The Q4 FY26 results on May 12, 2026 provide the full-year FY26 comparison and first FY27 guidance.

Q: When do TCS and Infosys announce Q4 results 2026?

TCS declared Q4 FY26 results on April 9, 2026. Infosys Q4 FY26 results are scheduled for April 23, 2026. HCL Technologies declared on April 22. See the earnings calendar table above for other result dates.

Q: Is National Fertilizers a good investment ahead of Q4 results?

This article does not constitute investment advice. National Fertilizers at Rs 88 is -39% below its 52-week peak of Rs 145. Review the five growth factors and five risks above. Consult a SEBI-registered financial advisor before making any investment decision.