Gujarat Fluorochemicals Limited — Investor Meet, 14-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

GFCL's Q2FY26 chemical segment revenue rose 2% YoY to Rs. 1,210 Cr. EBITDA jumped 26% to Rs. 381 Cr (32% margin), and PAT grew 51% to Rs. 198 Cr, driven by better product mix and cost efficiency. The company expects sustainable margin improvement. Significant progress is made in Battery Materials: LFP CAM commissioned, LiPF6/Electrolyte plants operational, with revenue expected from Q4FY26 and EBIT break-even targeted for FY27. R32 capacity is on track for 20,000 tons by FY26 end. Despite tariff challenges, management is confident in robust growth from Fluoropolymers, Battery Materials, and R32.