| Revenue growth | Consolidated +45% YoY, +11% QoQ |
|---|---|
| Margins | Consolidated EBITDA margin 27%, down 271 bps YoY |
| Order book | LiPF6 multi-year visibility; anchor clients contracted |
| Demand visibility | Multi-year battery order visibility; R32 demand healthy |
Growth
Chemical revenue +42% YoY to ₹1,723 Cr; Fluorochemicals +135% on R32. Fluoropolymers +22% to ₹931 Cr. Bulk chemicals -5%.
Outlook
R134a production by Q4FY27; PVDF/PTFE long-term supplies from Q4FY27. Total capex ₹6,000 Cr by FY28 targeting 25%+ EBITDA margin (vision).
Risks
Consolidated EBITDA margin down 271 bps YoY. Battery segment PAT loss ₹50 Cr. Caustic soda price pressure; working capital days 152.
Last quarter's promises, checked
Delivered
- Guided 17–20% annual fluoropolymer growth → delivered +22% to ₹931 Cr (= BEAT)
Partly delivered
- Guided FY27 capex ₹2,300 Cr EV + ~₹800 Cr chem → plan held at ₹3,100 Cr, no spend data (= PARTIAL)
- Guided 3-digit ₹ Cr battery revenue in Q4FY27 → commercial supply 'now expected' Q4FY27, pending (= PARTIAL)
- Guided R134A commissioning in FY27 → R134a by Q4FY27 reaffirmed, pending (= PARTIAL)
Investor Presentation filed with NSE, NSE: FLUOROCHEM. Summary written with AI assistance from the document.
Gujarat Fluorochemicals Ltd: key numbers
- Share price
- ₹4,625.80
- Market cap
- ₹50,814 Cr
- Revenue (annual)
- ₹4,996 Cr
- Net profit (annual)
- ₹577.4 Cr
- P/E (TTM)
- 74.8×Sector 33.9×
- 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 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.
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.