Gujarat Fluorochemicals Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Gujarat Fluorochemicals reported Q1 FY27 consolidated revenue growth of 24% year-on-year to INR 1,588 crores, with Chemical segment revenue up 23% to INR 1,574 crores driven by fluoropolymer and fluorochemical businesses. Management highlighted a 52% year-on-year jump in fluorochemicals revenue led by R32 refrigerant sales, alongside improvements in ROCE, ROE and working capital days. The company also discussed capacity expansion plans in refrigerants, fluoropolymers and battery materials, including the relocation of a planned Oman battery materials project to India.
Gujarat Fluorochemicals reported Q4 FY26 chemicals segment revenue growth of 11% year-on-year to Rs 1,358 crores, with EBITDA up 13% to Rs 353 crores and PAT up 5% to Rs 169 crores, led by the Fluoropolymers segment and the start of R-32 production in March 2026. Management outlined FY27 capex plans of Rs 3,150 crores, split between Rs 2,300 crores for GFCL EV Products and Rs 850 crores for GFL chemicals businesses. Battery materials remained loss-making in the quarter due to costs flowing through the P&L after the LiPF6 plant capitalization in January, though management said commercial sales of LiPF6 salt have begun ramping up with contracted volumes for FY27.