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Earnings Call

Gujarat Fluorochemicals Earnings Call: Key Takeaways

Q4FY26 revenue reached ₹1,369cr (+12% YoY), with consolidated EBITDA at ₹308cr. Strategy pivots toward aggressive Battery Materials expansion (GFCL EV) and high-performance Fluoropolymers.

Highlights
Revenue growth12% YoY consolidated; 21% QoQ consolidated.
MarginsChemical EBITDA margin steady at 26%; Consolidated margin 22%.
Order bookPhase I capacity contracted; orders in place for FY27.
Demand visibilityStrong for LiB cells (1.8 TWh by CY30) and AI-driven BESS.
Management confidenceHigh for EV/BESS demand growth through CY30.

Growth

Chemical segment revenue grew 11% YoY to ₹1,358cr; Fluoropolymers specifically rose 19% YoY driven by higher volumes and pricing.

Outlook

Planned ₹2,300cr capex for FY27. Targeting ₹6,000cr total battery material capex by FY28 with 25%+ EBITDA margins.

Risks

Consolidated PAT fell 32% YoY to ₹112cr due to exceptional labor code items and base effects from FY25 tax benefits.

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.