| 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
- ₹4,570.90
- 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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- Call
- Guides 20% growth