ALFA Finder| Management target | Revenue FY28 |
|---|
| Revenue growth | 24% YoY consolidated revenue growth. |
|---|---|
| Margins | Consolidated EBITDA margin steady at 27%; Chemical segment margin improved 146bps. |
| Demand visibility | Strong Li-ion demand outlook; stable refrigerant pricing in near term. |
| Management confidence | High, focused on strategic positioning in EV supply chains. |
Growth
Consolidated revenue grew 24% YoY to ₹1,588 Cr; Chemical segment PAT rose 33% YoY to ₹261 Cr.
Outlook
Guided ₹6,000 Cr total capex by FY28 for battery materials, targeting 25%+ EBITDA margins and 2x asset turnover.
Risks
Performance of Chloromethanes likely to remain range-bound; Fluoropolymers face a challenging global operating environment.
Last quarter's promises, checked
Delivered
- Guided R-32 capacity to 20,000 tons → delivered expansion in progress with sales started (= BEAT)
- Guided LiPF6 salt approvals from major players → delivered initial capacity fully contracted (= BEAT)
- Guided 25%+ EBITDA margins for battery materials → delivered 27% consolidated EBITDA (= BEAT)
Partly delivered
- Guided ₹3,150 Cr FY27 capex → delivered ₹3,100 Cr projected (= PARTIAL)
- Guided reduction in working capital days → delivered 149 days from 192, but still above historical 90-95 days (= PARTIAL)
Investor Presentation filed with NSE, NSE: FLUOROCHEM. Summary written with AI assistance from 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.
More from Gujarat Fluorochemicals Ltd
All →Gujarat Fluorochemicals Acquisition Worth ₹600 Cr
Gujarat Fluorochemicals approved a Rs 600 Crore cash investment in its subsidiary GFCL EV Products, to be paid in tranches over FY 2026-27. The transaction is classed as a related-party deal and is not material.
- Value
- ₹600.0 Cr
- Execution
- FY 2026-27
Gujarat Fluorochemicals Earnings Call Transcript: Key Takeaways
Consolidated revenue ₹1,760 Cr (+45% YoY) and PAT ₹240 Cr (+42%) led by chlorochemicals/R32; battery ramp delayed, capex slipping ~1.5 quarters.
Gujarat Fluorochemicals Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹1,760 Cr (+45% YoY), EBITDA ₹473 Cr (27% margin), PAT ₹240 Cr (+42% YoY). Chemicals drive growth; battery materials still loss-making.
Gujarat Fluorochemicals Q2 FY27 Results: Net Profit ₹240 Cr, Up 42.0% YoY
Gujarat Fluorochemicals Ltd reported revenue from operations of ₹1,760 Cr (+45.5% YoY) and net profit of ₹240 Cr (+42.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹240 Cr · +42.0% YoY
Gujarat Fluorochemicals Board Meeting Date
Gujarat Fluorochemicals scheduled a board meeting on 3 November 2026 to consider unaudited standalone and consolidated results for the quarter and half year ended 30 September 2026. The trading window remains closed until 48 hours after the results.
Gujarat Fluorochemicals Other Announcement
Gujarat Fluorochemicals filed its quarterly shareholding pattern for the period ending September 30, 2026. The filing notes share transmission following a promoter's demise.