Gujarat Fluorochemicals Limited — PPTs, 26-05-2026: Investor Presentation

GFCL's Q4FY26 consolidated revenue grew 12% YoY to ₹1,369 Cr, with EBITDA up a modest 1% to ₹308 Cr. However, Profit After Tax (PAT) declined 32% to ₹112 Cr. The Chemical segment was a key driver, showing 11% revenue growth to ₹1,358 Cr and 13% EBITDA growth to ₹353 Cr, boosted by Fluoropolymers and R32.

The company is strategically expanding in high-growth Battery Materials, planning ₹2,300 Cr capex for FY27. This includes a new NGAAM (Anode) facility targeting 70% LFP cell cost coverage. Management anticipates strong global demand for fluoropolymers from advanced tech, EVs/BESS, and clean energy, with robust growth in high-performance grades.

Recent Battery Material progress includes initial customer approvals for LFP CAM samples (commercial sales H2FY27), completed PVDF Binder qualification (commercial H1FY27), and secured future orders for LiPF6. R32 production and sales for Fluorochemicals commenced in March 2026. Rapid EV/BESS growth signals strong demand for their ramped-up battery capacity.

* Consolidated Revenue (Q4FY26): ₹1,369 Cr (+12% YoY)

* Consolidated EBITDA (Q4FY26): ₹308 Cr (+1% YoY)

* Consolidated PAT (Q4FY26): ₹112 Cr (-32% YoY)