| Revenue growth | Consolidated revenue +45% YoY, +11% QoQ; chlorochemicals drive most of growth. |
|---|---|
| Margins | Chemical segment PAT margin rose; consolidated EBITDA margin steady at 27%. |
| Order book | Battery LiPF6 volumes contracted annually or longer; no order book figure. |
| Demand visibility | R32 demand visible; semiconductor, EV, data-centre PTFE demand strong. |
| Management confidence | Balanced: confident on core, but battery timelines slipped and were acknowledged. |
Growth
Chlorochemicals +135% YoY on R32; fluoropolymers +22% YoY (+2% QoQ), volume and mix-led. Bulk chemicals -5% YoY.
Outlook
Battery capex ₹2,100 Cr planned FY27, slipping ~1.5 quarters; ₹6,000 Cr total plan; large LFP capacity Q3 FY28.
Risks
Battery ramp delayed; ~₹1,200 Cr equity still unraised; anode project on hold; Oman plan shelved.
Last quarter's promises, checked
Delivered
- Guided fluoropolymer growth 17-20% annually → +22% YoY (= BEAT)
Partly delivered
- Guided R134A commissioning this FY → still targeted Q4 FY27 (= PARTIAL)
- Guided fundraise underway, no funding constraint → ~₹1,200 Cr equity still unraised (= PARTIAL)
Missed
- Guided FY27 EV capex ₹2,300 Cr → battery capex ₹2,100 Cr, slipping ~1.5 qtrs (= MISS)
- Guided battery ramp 'on track', 3-digit ₹ Cr revenue in Q4 FY27 → ramp delayed (= MISS)
- Guided Oman ~USD216M project on hold, to revisit → shelved (= MISS)
Earnings Call Transcript filed with BSE, 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 Investor Presentation: Key Takeaways
Q2FY27 consolidated revenue ₹1,760 Cr (+45% YoY), EBITDA ₹473 Cr (27% margin), PAT ₹240 Cr (+42% YoY). Chemicals drive growth; battery materials still loss-making.
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.