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Earnings Call

Gujarat Fluorochemicals Earnings Call: Key Takeaways

GFL shows resilience with 11% YoY revenue growth in chemicals, driven by fluoropolymers, despite global volatility and Middle East tensions impacting logistics and input costs.

Why this was an Alfa AlertNot a filter event. Financial performance and expansion plans are largely in line with prior strategic roadmaps.
Highlights
Revenue growth11% YoY growth in chemicals; fluoropolymers up 19%.
MarginsEBITDA margins stable at 26% despite rising input and logistics costs.
Order bookBattery material phase-1 capacity fully commissioned and contracted for FY27.
Demand visibilityStrong visibility in fluoropolymers for AI data centers and green energy.
Management confidenceBalanced but optimistic regarding long-term structural demand in EV/Semiconductors.

Growth

Chemicals revenue up 11% to ₹1358cr; fluoropolymers segment grew 19% YoY, showing strong volume-led momentum.

Outlook

Planned ₹3150cr capex for FY27; guiding ₹6000cr total EV segment investment by FY28 with 2x asset turns.

Risks

Energy price volatility and logistics cost spikes; significant loss capitalization in the EV segment impacting near-term PAT.

Source

Earnings Call filed with NSE, NSE: FLUOROCHEM. Summary written with AI assistance from the document.

Read the document ↗

Gujarat Fluorochemicals Ltd: key numbers

Share price
₹4,441.40
Market cap
₹48,789 Cr
Revenue (annual)
₹4,996 Cr
Net profit (annual)
₹577.4 Cr
P/E (TTM)
79.3×Sector 37.5×
Promoter holding
61.39%+0.00% QoQ
FII holding
4.41%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Annual General Meeting

Gujarat Fluorochemicals Annual General Meeting

Gujarat Fluorochemicals held its Eighth Annual General Meeting on September 24, 2026, where members adopted financial statements, approved dividend declarations, and ratified director appointments.