Gujarat Fluorochemicals Limited — Investor Meet, 03-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gujarat Fluorochemicals reported Q4 revenue of INR1,225 Cr, up 8% YoY, with EBITDA rising 28% to INR305 Cr and margin expansion to 25%. PAT nearly doubled to INR191 Cr. Bulk Chemicals faced a setback due to a production incident and weak prices, while Fluoropolymers and Refrigerants grew strongly. Fluoropolymer demand is boosted by automotive, semiconductors, and EV sectors. Battery Materials business is progressing well with stabilized LiPF6 production and upcoming LFP plant. FY26 capex is guided at INR1,600 Cr, mainly for EV and core business. Management expects ~25% Fluoropolymer growth and EV revenue ramp from H2 FY26, highlighting strong exports and cost savings from captive plants.