Gujarat Fluorochemicals Limited has informed the Exchange about Investor Presentation
FLUOROCHEM · price
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Awaiting price reaction for this filing.
Gujarat Fluorochemicals reported a strong Q1FY26, with consolidated revenue of Rs. 1,281 Cr (up 9% YoY, 5% QoQ) and EBITDA of Rs. 344 Cr (up 31% YoY, 12% QoQ), driven by a sharp 495 bps YoY jump in chemical segment EBITDA margin to 28%. Chemical segment PAT surged 69% YoY to Rs. 196 Cr, while consolidated PAT rose 70% YoY to Rs. 184 Cr. The fluoropolymers vertical posted its highest-ever revenue of Rs. 798 Cr (up 16% YoY), with new approvals secured for high-purity grades used in semiconductors, aerospace, and automobiles. Management commenced commercial production of R32 refrigerant several quarters ahead of schedule, and expects R-22 prices to rise further as global production quotas tighten. The EV/battery materials subsidiary is investing ~Rs. 6,000 Cr over 4-5 years, with products in advanced qualification at over 85% of potential global customers; however, EV continues to drag on consolidated margins due to higher fixed costs and depreciation.
Positive for the stock — strong YoY profit growth, expanding margins, a new high in fluoropolymer revenue, and visibility from the EV/battery materials pipeline support a constructive outlook. Near-term watchpoint remains the EV segment, where high depreciation and weak near-term order pickup continue to weigh on consolidated profitability.