| Management target | Revenue 20.0% FY27 |
|---|
| Revenue growth | 24% YoY consolidated revenue growth. |
|---|---|
| Margins | EBITDA margin expanded from 22% to 27% sequentially. |
| Demand visibility | Strong demand in semi-con, data centers, and EV sectors. |
| Management confidence | High; visibility for 20% growth in fluoropolymers confirmed. |
Growth
Chemical segment revenue grew 23% YoY; EBITDA increased 24% YoY with margins improving sequentially to 27%.
Outlook
Management targeting 20% annual growth in Fluoropolymers. Capex of INR 2,300cr for EV and INR 800cr for Chemicals in FY27.
Risks
Global supply chain disruptions, commodity price volatility, and long gestation periods for battery material qualifications.
Last quarter's promises, checked
Delivered
- Q4 FY26 Revenue INR 1,358cr → Q1 FY27 INR 1,588cr (= BEAT)
- R-32 production start Mar 2026 → Expansion on track (= BEAT)
- EBITDA margin 25%+ target → Delivered 27% (= BEAT)
Partly delivered
- Oman project planned → Relocated to India (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Gujarat Fluorochemicals Ltd
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Gujarat Fluorochemicals held its Eighth Annual General Meeting on September 24, 2026, where members adopted financial statements, approved dividend declarations, and ratified director appointments.
Gujarat Fluorochemicals Earnings Call Transcript: Key Takeaways
Gujarat Fluorochemicals delivered a strong Q1 FY27, with revenue up 24% YoY, driven by exceptional growth in Fluorochemicals and Fluoropolymers. Management pivot from Oman to India for battery materials aims for faster execution.
- Call
- Guides 20% growth
Gujarat Fluorochemicals Investor Presentation: Key Takeaways
Gujarat Fluorochemicals reported strong Q1FY27 performance driven by its Chemical segment. Management is pivoting towards a fully integrated battery materials complex in Jolva, Gujarat, targeting the high-growth EV/ESS ecosystem.
Gujarat Fluorochemicals Q1 FY27 Results: Net Profit ₹219 Cr, Up 20.3% YoY
Gujarat Fluorochemicals Ltd reported revenue from operations of ₹1,588 Cr (+24.0% YoY) and net profit of ₹219 Cr (+20.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹219 Cr · +20.3% YoY
Gujarat Fluorochemicals Earnings Call: Key Takeaways
Gujarat Fluorochemicals reported Q4FY26 revenue growth of 11% YoY to ₹1,358cr and PAT of ₹169cr. Performance driven by Fluoropolymers and the commencement of R-32 production.
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.