Gujarat Fluorochemicals Limited — Investor Meet, 12-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Gujarat Fluorochemicals (GFCL) reported strong Q1 FY26 consolidated financials: Revenue increased 5% YoY to Rs. 1,281 Cr, EBITDA grew 31% to Rs. 344 Cr (27% margin), and PAT surged 70% to Rs. 184 Cr. This performance was driven by record fluoropolymer sales, expected to achieve 25% growth by FY26-end, fueled by high-end applications. The company commenced R32 refrigerant production ahead of schedule, targeting 20,000 MT capacity by FY26-end. Battery chemicals are positioned as a key future growth area, with LFP CAM and pilot plants now operational, benefiting from favorable US policies. Management expresses confidence in continued growth.