Gujarat Fluorochemicals Limited (FLUOROCHEM) Earnings Call Transcripts

Gujarat Fluorochemicals Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, Gujarat Fluorochemicals Limited reported a revenue of INR 1,358 crores, reflecting an 11% year-on-year growth, while EBITDA rose 13% to INR 353 crores. PAT increased by 5% to INR 169 crores. Management highlighted the successful commencement of R-32 production and a strong performance in the Fluoropolymers segment, which grew 19% year-on-year. The company has maintained its CapEx guidance of INR 6,000 crores for the EV segment, indicating a robust growth trajectory despite ongoing macroeconomic challenges. The outlook for FY '27 remains positive, with expectations of continued revenue growth driven by both the refrigerant and battery materials segments.

Reported metrics

Guidance from management

Management remains optimistic about FY '27, expecting continued revenue growth from both the refrigerant and battery materials segments, with a strong focus on operational excellence and cost management.

What management said

So the investment will be on new fluoropolymers. And so far, we have not been given -- we have not been giving any breakup of growth of respective fluoropolymers. However, all I can say at this point, Ankur, is that the capacity that we have set up a few years back are almost reaching its full capacity -- optimum capacity utilization. And now is the time for us to add CapEx in new Fluoropolymers segment right now.

The production has already started. As I said last time that we have achieved over 10,000 tonne capacity at the moment. And over a period of time, I think it will be ramped up to 20,000 tonnes.

What analysts pressed on

Analysts expressed concerns regarding the rising inventory days and the impact of geopolitical tensions on supply chains. There were also questions about the visibility of revenue from the battery materials segment and the gestation period for new capacities.

Main topics on the call

• Revenue Growth in Chemicals — The chemicals business achieved a revenue growth of 11% year-on-year, with significant contributions from the Fluoropolymers segment, which grew 19% year-on-year. Management stated, "Our chemicals business delivered a co...
• CapEx Plans for FY '27 — GFL has earmarked INR 3,130 crores for CapEx in FY '27, with INR 2,300 crores allocated to the EV segment and INR 850 crores for GFL's chemical operations. Management noted, "The EV CapEx of INR 300 crores... will be spe...
• Battery Materials Growth Potential — Management emphasized the strong demand for advanced battery materials, particularly in energy storage systems. They noted, "The battery energy storage system opportunity... has strengthened significantly over the last f...
• Challenges in the Global Environment — Management acknowledged the volatile global operating environment, citing geopolitical tensions and rising input costs. They stated, "The first half of the year was impacted by uncertainty surrounding U.S. tariff policie...

Read the full Gujarat Fluorochemicals Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 20 Gujarat Fluorochemicals Limited earnings call transcripts on record, spanning July 30, 2020 to May 26, 2026. Based on this history, Gujarat Fluorochemicals Limited reports quarterly. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

FLUOROCHEM

Exchange

NSEI

Country

IN

Sector

Materials

Industry

Chemicals

Calls on record

20

First call

July 30, 2020

Most recent

May 26, 2026

Reporting cadence

quarterly