Gujarat Fluorochemicals Limited — Investor Meet, 18-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

GFCL reported Q3 FY26 consolidated revenue of Rs. 1,136 Cr (-1% YoY) and EBITDA of Rs. 275 Cr (-6% YoY). Performance was impacted by refrigerant segment weakness, holiday season, and US tariff uncertainty. Management sees a constructive outlook with reduced US tariffs (50% to 18%) expected to boost fluoropolymer demand, especially from semicon. EV ESS momentum is strong; commercial LiPF6 supplies began, and LFP/binders qualifications progress. Investments by IFC (Rs. 430 Cr) and another sovereign fund ($82M) validate the battery materials strategy. R-32 production has commenced. The company is confident in future growth.