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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
₹4,824.40
Market cap
₹52,996 Cr
Revenue (annual)
₹4,996 Cr
Net profit (annual)
₹577.4 Cr
P/E (TTM)
78.0×Sector 35.5×
Promoter holding
61.39%+0.00% QoQ
FII holding
4.53%Current quarter

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

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