| 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
- ₹4,570.90
- 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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