India · Delayed Price · Currency is INR Gujarat Fluorochemicals Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 saw a slight revenue and EBITDA decline due to refrigerant weakness and tariff impacts, but tariff reductions and strong demand in fluoropolymers and battery materials are expected to drive recovery. Strategic investments and new projects position the company for growth in FY 2027 and beyond.
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Q2 FY26 saw resilient growth with EBITDA up 26% and margins at 32%, despite US tariffs. Battery materials and R32 segments are set for strong expansion, with major CapEx fully funded and export markets prioritized for new products.
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Q1 FY 2026 delivered robust growth with revenue up 5% and PAT up 70% year-on-year, led by Fluoropolymer and battery materials. R32 refrigerant production and renewable energy projects are on track, with strong guidance for 25% Fluoropolymer growth and significant battery segment ramp-up ahead.
Fiscal Year 2025
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Q4 FY2025 saw 8% revenue growth and 28% EBITDA rise, with strong performance in fluoropolymers and battery materials, and net debt reduction. FY2026 outlook is robust, with 25% growth targeted in fluoropolymers and major CapEx for EV battery materials, despite some bulk chemical headwinds.
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Q3 FY25 saw 16% revenue and 43% EBITDA growth year-over-year, with margin gains from a better product mix and strong fluoropolymer performance. Major CapEx in battery materials is underway, with robust demand expected from global and domestic EV and ESS markets.
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Q2 FY25 saw 25% revenue growth and 80% EBITDA growth year-over-year, with margins rising to 25%. Strong outlook is driven by high-value fluoropolymers, battery materials ramp-up, and improved market conditions, with significant CapEx and fundraising supporting expansion.
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Q1 FY25 saw 4% sequential revenue growth and 10% higher EBITDA, with margins improving to 22%. Growth in fluoropolymers and battery materials is expected to accelerate as new capacities are validated, despite logistics headwinds and ongoing Chinese competition.