| 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
- ₹4,441.40
- 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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