Gujarat Fluorochemicals Limited has informed the Exchange about Investor Presentation
FLUOROCHEM · price
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Gujarat Fluorochemicals reported Q4FY26 consolidated revenue of Rs. 1,369 crore, up 12% YoY, but profitability declined sharply. Consolidated PAT fell 32% YoY to Rs. 112 crore due to Rs. 57 crore loss in the Battery Materials segment, while EBITDA margin contracted 248 bps to 22%. The Chemical segment performed better with 11% revenue growth to Rs. 1,358 crore and 26% EBITDA margin. The company disclosed its Rs. 6,000 crore capex plan by FY28 targeting 25%+ EBITDA margin and 2x asset turnover, with full potential by FY29. Battery materials progress includes LiPF6 receiving global approvals with orders secured for FY27 and beyond, while LFP CAM and PVDF Binder are on track for commercial sales in H1FY27 and H2FY27 respectively. Funding of Rs. 3,730 crore has been tied up from Indian investors, IFC, and Middle Eastern sovereign funds.
The stock faces pressure from declining margins and heavy losses in the new Battery Materials business, but the multi-year capex guidance and secured orders for FY27+ signal a clear path to profitability. The Rs. 2,300 crore FY27 capex plan positions GFCL as a significant battery materials player for ex-China supply chain needs.