Gujarat Fluorochemicals Limited — PPTs, 02-12-2024: Investor Presentation

**Financial Highlights:** INOXGFL Group, with a 90-year legacy and a market cap of ~$12 billion, has shown robust development across its chemical and renewable energy segments. Gujarat Fluorochemicals Ltd. (GFL), a leader in fluoropolymers and battery materials, is expected to significantly bolster profitability as battery materials gear up to become the largest revenue contributor. The ongoing capex is projected to enhance return ratios over the coming years.

**Strategic Initiatives and Growth Drivers:** The group aims to quadruple EBITDA in the next three years, focusing on the energy transition ecosystem. Key growth areas include electric vehicles, energy storage systems, and green hydrogen, aligning with emerging industrial demands.

**Business Developments:** GFL has initiated commercial production at its state-of-the-art battery materials facility in Jolva, Gujarat, poised to capitalize on the escalating demand for electrical vehicle and energy storage solutions. Inox Wind's current order book surpasses 3.4 GW, promising considerable revenue visibility.

**Market Position and Competitive Advantage:** INOXGFL's diverse business portfolio and strong manufacturing capabilities position it well against competitors. The integrated operations model, along with strategic backing from promotors, further strengthens its industry stance.

**Investor Implications:** Investors should monitor INOXGFL's progress closely, as its commitments to growth and strategic expansions could potentiate significant value creation and stable returns in the long term.