GF

Gujarat Fluoroch

Q1 FY27Chemicals & Petrochemicals

Gujarat Fluoroch Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price4,612
Market cap₹50.8K Cr
P/E82.2
Updated25 Aug 2026
Read4 min read

What the Q1 FY27 call signalled

4 of 4 strong

RevenueRank 2
MarginRank 1
CapexYes
FundraiseYes

Not discussed on this call: order book.

The short version

Fluorochemicals segment is a strong contributor and expected to significantly boost profitability going forward. Fluorochemicals segment is a strong contributor and expected to meaningfully boost profitability going forward.

From Gujarat Fluoroch's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Rank 2
  • Fluorochemicals segment is a strong contributor and expected to significantly boost profitability going forward.
  • Advanced Battery Materials segment poised for sticky growth over next few years due to demand explosion and global positioning.
  • Fluoropolymers expected to grow 17%-20% annually driven by volume growth and high-value product mix.
  • Fluoropolymer growth driven by new high-end products and volume ramp-up as approvals complete by end of financial year.
  • R32 refrigerant capacity expansion expected to be fully utilized through domestic and export contracts by calendar year 2027.
  • Battery chemicals revenue to see a significant scale-up by FY28, with initial 3-digit crore revenue expected by Q4 FY27.
  • R134A refrigerant plant commissioning expected within the financial year, adding to product portfolio and growth.
  • Overall, capacity expansions and commercialization efforts across segments expected to drive sustainable sales and volume growth through FY27 and beyond.

Profitability & Margins

See what Gujarat Fluoroch said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes
  • Gujarat Fluorochemicals is shifting the previously planned USD 216 million Oman battery materials project to India due to geopolitical reasons and better market conditions in India.
  • Total announced capex is approximately INR 6,000 crores over the next 2 years, including INR 2,300 crores planned for FY27 in EV and chemical businesses.
  • Expected capitalization for FY27 CWIP is around INR 1,200 crores, with mechanical completion mostly done but quality stabilization ongoing.
  • INR 250 crores capex announced last quarter on debottlenecking new-age fluoropolymer capacities (PVDF, PFA, FKM), aligned with growth in semiconductor, battery, green hydrogen, and data center sectors.
  • Brownfield expansion for R134A refrigerant plant underway at an existing site, with capacity to be operational by FY27 end.
  • Additional capacity additions and debottlenecking in fluoropolymers and refrigerants planned to meet growing demand and improve margins.
  • Capacity for AHF (Ammonium Hydrogen Fluoride) will be added by end of year to support refrigerant production, primarily for captive use.

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Gujarat Fluoroch said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention details about the current or expected order book or pending orders for Gujarat Fluorochemicals Limited. However, based on the discussion, some relevant insights are: - The Fluorochemicals and Fluoropolymers segments are experiencing strong demand, with capacity utilization expected to be high (e.g., full utilization expected for incremental R32 capacity in CY2027). - The Advanced Battery Materials segment is moving past qualification and approval stages and is expected to start contributing significantly to revenues and growth from Q4 FY27 and more strongly in FY28. - The company expects strong global demand driving sticky growth in the Advanced Battery Materials segment. - New inquiries and customer engagements have started from fluoropolymer customers, especially with potential demand arising from competitors exiting or downsizing. - Capacity expansions and debottlenecking activities are underway, aimed at meeting increasing customer demand going forward. No specific quantitative order book value or pending order data is provided.

Gujarat Fluoroch — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.4K Cr, net profit ₹109 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Others in Chemicals & Petrochemicals this season

  • Solar Industries India Ltd (Q1 FY27)

    EBITDA margin improvement potential in explosive business to reach mid-teens (18-19% global benchmarks), with combined Solar-BME margins currently at 13-14%…

  • Sudarshan Chemical Industries Ltd (Q1 FY27)

    The net debt has already been reduced significantly from Rs.922 Crores at acquisition to Rs.531 Crores. Key concall takeaways from Sudarshan Chemical…

  • Indo Borax & Chemicals Ltd (Q1 FY27)

    250-260 crores in FY27 with about 20% EBITDA margin, growing at 11-12% annually in absolute terms. Key concall takeaways from Indo Borax & Chemicals Ltd's Q1…

  • SRF Ltd (Q1 FY27)

    Chemicals business is guided for 15-20% growth in FY27, with a strong Q1 performance positioning the company to possibly hit the higher end of this range (Page…

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Frequently Asked Questions

What were Gujarat Fluoroch Q1 FY27 results?

Fluorochemicals segment is a strong contributor and expected to significantly boost profitability going forward. Fluorochemicals segment is a strong contributor and expected to meaningfully boost profitability going forward.

What is Gujarat Fluoroch share price analysis?

Gujarat Fluoroch currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 82.2 with a market cap of ₹50,772 Cr. Investors should review the full earnings analysis for detailed insights.

Is Gujarat Fluoroch planning capital expenditure?

Gujarat Fluorochemicals is shifting the previously planned USD 216 million Oman battery materials project to India due to geopolitical reasons and better market conditions in India.

Keep Gujarat Fluoroch on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.