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Earnings Call

Gujarat Fluorochemicals Earnings Call: Key Takeaways

Q4FY26 revenue reached ₹1,369cr (+12% YoY), with consolidated EBITDA at ₹308cr. Strategy pivots toward aggressive Battery Materials expansion (GFCL EV) and high-performance Fluoropolymers.

Highlights
Revenue growth12% YoY consolidated; 21% QoQ consolidated.
MarginsChemical EBITDA margin steady at 26%; Consolidated margin 22%.
Order bookPhase I capacity contracted; orders in place for FY27.
Demand visibilityStrong for LiB cells (1.8 TWh by CY30) and AI-driven BESS.
Management confidenceHigh for EV/BESS demand growth through CY30.

Growth

Chemical segment revenue grew 11% YoY to ₹1,358cr; Fluoropolymers specifically rose 19% YoY driven by higher volumes and pricing.

Outlook

Planned ₹2,300cr capex for FY27. Targeting ₹6,000cr total battery material capex by FY28 with 25%+ EBITDA margins.

Risks

Consolidated PAT fell 32% YoY to ₹112cr due to exceptional labor code items and base effects from FY25 tax benefits.

Source

Earnings Call filed with NSE, NSE: FLUOROCHEM. Summary written with AI assistance from the document.

Read the document ↗

Gujarat Fluorochemicals Ltd: key numbers

Share price
₹4,570.90
Market cap
₹50,211 Cr
Revenue (annual)
₹4,996 Cr
Net profit (annual)
₹577.4 Cr
P/E (TTM)
81.6×Sector 37.2×
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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