ALFA Finder| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | Revenue grew 24% YoY to 1,588 Cr driven by chemical segments. |
|---|---|
| Margins | EBITDA margins expanded to 27% due to volume and mix. |
| Demand visibility | Strong demand in semiconductors, 5G, and EV sectors globally. |
| Management confidence | Extremely confident, emphasizing structural shift toward high-value niche Fluoropolymers. |
Growth
Chemical segment revenue rose 23% YoY; Fluorochemicals spiked 52% on R32 refrigerant demand. EBITDA margins expanded to 27%.
Outlook
FY27 capex set at 3,100 Cr (2,300 Cr EV, 800 Cr Chemicals). R32 capacity expansion expected in Q2FY27.
Risks
High concentration in volatile global refrigerant markets; battery material qualification has a long gestation period. High capex intensity.
Last quarter's promises, checked
Delivered
- Guided 20,000 ton R32 capacity → delivered commissioning in Q2FY27 (= BEAT)
- Guided 15-20% Fluoropolymer growth → delivered 15% YoY growth (= BEAT)
- Guided 3,150 Cr FY27 Capex → delivered 3,100 Cr plan maintained (= BEAT)
Partly delivered
- Guided LFP qualification by Q3FY27 → delivered ongoing qualification/pivot to India (= PARTIAL)
Earnings Call Transcript 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.