Gujarat Fluorochemicals Limited has informed the Exchange about Investor Presentation
FLUOROCHEM · price
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Gujarat Fluorochemicals reported a weak Q3FY26 with consolidated revenue declining 1% YoY to Rs 1,136 crore and consolidated EBITDA falling 6% YoY to Rs 275 crore. EBITDA margins contracted 141 bps to 24.21%, hit by lower demand in fluorochemicals (R-22 phase-down) and bulk chemicals (chloromethanes, caustic soda prices). Consolidated PAT declined 9% YoY to Rs 115 crore, with a Rs 13 crore exceptional item (new labour code) added back. On the positive side, R-32 production commenced in February 2026, LiPF6 commercial supplies began in December 2025 with repeat orders, and the battery materials vertical saw IFC approve Rs 430 crore investment with another sovereign fund committing ~USD 82 million. The company is investing ~Rs 6,000 crore over the next 4-5 years to scale battery materials capacity, including a USD 216 million Oman greenfield project.
Near-term pressure on margins and earnings is evident, but management is betting on R-32 ramp-up, easing US tariffs, and battery materials commercialisation to drive a recovery in FY27. Shareholders should watch for sustained margin improvement in the chemicals segment and execution milestones in the battery materials business, which remains loss-making.