Gujarat Fluorochemicals Limited — PPTs, 12-02-2026: Investor Presentation

GFCL's Q3FY26 consolidated revenue was 1,136 Cr, a slight 1% YoY dip. Consolidated EBITDA fell 6% to 275 Cr, and PAT dropped 9% to 115 Cr. The chemical segment saw a similar revenue dip, primarily due to Fluorochemicals and Bulk Chemicals. The Battery Materials segment is in early stages with 3 Cr revenue and negative EBITDA, as expected.

A key strategic growth driver is Battery Materials. LiPF6 commercial supplies began in December 2025, and LFP CAM operations have stabilized with samples dispatched. IFC approved a 430 Cr investment in GFCL EV, along with ~$82M from another sovereign fund, for India’s first integrated battery materials facility. The company plans to invest 6,000 Cr over 4-5 years to become a global leader in EV/ESS battery materials. Production of R-32 in Fluorochemicals also commenced in February, a significant milestone.

Management anticipates Fluoropolymer volumes to grow post a US-India trade agreement. They expect R-32 production and reduced US tariffs to boost Fluorochemicals' revenue and profitability, counteracting recent seasonal and tariff-driven declines.