Gujarat Fluorochemicals Ltd
Gujarat Fluorochemicals Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
EBITDA growth is expected alongside volume growth, driven by higher margin products. EBITDA growth is expected alongside volume growth due to higher-margin products (Page 15).
From Gujarat Fluorochemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- EBITDA growth is expected alongside volume growth, driven by higher margin products. (Page 15)
- Significant quarter-on-quarter revenue growth anticipated in battery chemicals, reaching a 3-digit crore exit rate by Q4 FY '27. (Page 15)
- Refrigerant (R-32) capacity ramp-up to 20,000 tons expected, with contracted sales and no selling challenges. Revenue growth to follow capacity scaling. (Page 14)
- Fluoropolymers business will see volume and EBITDA growth as capacity utilization approaches optimum and new higher-value polymers are added. (Page 14)
- Battery materials business ramping up with commercial sales starting for LiPF6 salt and cathode active materials; revenues to grow quarter-on-quarter. (Pages 12-13)
2 more points management made on revenue & sales performance
Profitability & Margins
See what Gujarat Fluorochemicals Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- INR 850 crores capex planned for FY '27 on chemical side:
- INR 150 crores for expanding refrigerant gas (R-32) capacity to 20,000 tons.
- INR 222 crores for new high-purity electronic specialty chemicals (semiconductor sector).
- INR 250 crores for new fluoropolymer capacities (focusing on new fluoropolymers).
- INR 230 crores on backward integration and maintenance.
- INR 2,300 crores capex planned for FY '27 on EV battery materials:
- Capacity expansions across existing battery material products including LiPF6 salt and LFP cathode active material.
- New natural graphite anode active material facility.
- This is part of a cumulative INR 6,000 crores capex planned for battery materials by FY '28.
- Oman project capex proceeding as planned, unaffected by Middle East geopolitical issues.
2 more points management made on capital expenditure plans
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Gujarat Fluorochemicals Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- All initial capacities under Phase One of the battery materials business have been commissioned and contracted for.
- Marquee anchor customers secured across all battery material products, providing confidence on utilization ramp-up.
- LiPF6 salt has approvals from most major global electrolyte players; commercial sales scaling in line with plans.
- Orders are in place for FY '27 and beyond, with production expected to ramp up quarter-on-quarter.
- Cathode active material samples received initial approval; final qualification expected by Q3 FY '27, with off-take agreements for entire capacity.
- The natural graphite anode active material facility is planned, further expanding product portfolio and order potential.
- For R-32 refrigerant, the current 10,000-ton capacity is commissioned and operating at optimal levels with contracts in place.
2 more points management made on order book & pipeline
Gujarat Fluorochemicals Ltd — Quarterly revenue & net profit
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.
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What Gujarat Fluoroch's management said in earlier quarters
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Frequently Asked Questions
What were Gujarat Fluorochemicals Ltd Q4 FY26 results?
EBITDA growth is expected alongside volume growth, driven by higher margin products. EBITDA growth is expected alongside volume growth due to higher-margin products (Page 15).
What is Gujarat Fluorochemicals Ltd share price analysis?
Gujarat Fluorochemicals Ltd currently shows a neutral. The stock trades at a P/E of 84.3 with a market cap of ₹52,045 Cr. Investors should review the full earnings analysis for detailed insights.
Is Gujarat Fluorochemicals Ltd planning capital expenditure?
INR 850 crores capex planned for FY '27 on chemical side: - INR 150 crores for expanding refrigerant gas (R-32) capacity to 20,000 tons.
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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.