Gujarat Fluorochemicals Limited — PPTs, 29-01-2025: Investor Presentation

### Financial Highlights

Consolidated revenue from operations for Q3FY25 reached ₹1,148 cr, marking a 16% year-on-year increase. Consolidated EBIDTA rose to ₹294 cr, up 43% from the prior year, leading to improved EBIDTA margins of 26% compared to 21% in Q3FY24. The consolidated PAT stood at ₹126 cr, reflecting a robust growth of 58% YoY.

### Strategic Initiatives and Growth Drivers

Gujarat Fluorochemicals Limited (GFCL) is progressing with the commissioning of its LFP plant, anticipated to begin trial production in Q4FY25. The company is also expanding its salt production capacity in anticipation of increased orders, supported by a surge in customer visits from major markets including the US and EU.

### Business Developments

GFCL's EV business is gaining traction as its salts, electrolytes, PVDF, and PTFE binder plants await customer validations for commercial sales. The company is observing an increase in interest from potential customers across various regions.

### Market Position and Competitive Advantage

As India's premier manufacturer of fluoropolymers, GFCL holds a competitive advantage by catering to growing sectors like EV, semiconductors, and renewable energy. The company’s ability to innovate and meet customer specifications enhances its market presence, particularly in value-added fluoropolymer segments.

### Investor Implications

GFCL’s strong financial performance and strategic initiatives point towards a positive outlook, with potential for significant growth in revenue and profitability. Investors should monitor the progress of the EV-related expansions and the performance of fluoropolymer products in the evolving market landscape.