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Gujarat Fluorochemicals Ltd

Q2 FY26Chemicals & Petrochemicals

Gujarat Fluorochemicals Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹4,403
Market cap₹48.4K Cr
P/E78.3
Updated16 Oct 2026
Read4 min read

The short version

FY '28 is expected to be a significant scale-up year for the battery chemicals business with major capacity build-up and contract qualifications completing in FY '26 and FY '27. Battery Chemicals business is expected to scale up significantly by FY '28, with commissioning and validation ongoing in FY '26 and '27.

From Gujarat Fluorochemicals Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • FY '28 is expected to be a significant scale-up year for the battery chemicals business with major capacity build-up and contract qualifications completing in FY '26 and FY '27.
  • Fluoropolymer segment growth is projected at around 25%, driven partly by legacy player exits in the US market.
  • R32 refrigerant capacity to increase from 20,000 tons to potentially 30,000 tons, supporting volume growth.
  • New Fluoropolymers sales expected to pick up significantly from Q4 FY '26 onwards after tariff-related impacts ease.

2 more points from Gujarat Fluorochemicals Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

  • FY '26 CAPEX of Rs. 1,200 crores for the battery chemical business is on track.
  • Anticipated Rs. 1,500 crore or more CAPEX in FY '27, primarily focused on cathode and salt product lines which are capital intensive.
  • Overall, Rs. 6,000 crores CAPEX planned over 4-5 years in the battery segment.
  • Fluoropolymer business CAPEX guidance for FY '27 to be provided after three quarters; currently executing existing plans.
  • Capitalization of the Rs. 1,600 crore CAPEX (likely battery-related) expected during FY '26, with depreciation and interest impact starting from FY '27 (about 50% impact averaged over the year).

2 more points from Gujarat Fluorochemicals Ltd's call on capex

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
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2Yasho Industries Ltd
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3
Rev 1Mar 3
4
Rev 1Mar 3
5
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

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Gujarat Fluorochemicals Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.4K Cr, net profit ₹109 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Gujarat Fluorochemicals Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Gujarat Fluorochemicals Ltd Q2 FY26 results?

FY '28 is expected to be a significant scale-up year for the battery chemicals business with major capacity build-up and contract qualifications completing in FY '26 and FY '27. Battery Chemicals business is expected to scale up significantly by FY '28, with commissioning and validation ongoing in FY '26 and '27.

What is Gujarat Fluorochemicals Ltd share price analysis?

Gujarat Fluorochemicals Ltd currently shows a neutral. The stock trades at a P/E of 78.3 with a market cap of ₹48,371 Cr. Investors should review the full earnings analysis for detailed insights.

Is Gujarat Fluorochemicals Ltd planning capital expenditure?

FY '26 CAPEX of Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.