Gujarat Fluorochemicals Limited — Investor Meet, 19-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Gujarat Fluorochemicals (GFL) delivered strong Q1 FY27 results. Consolidated revenue rose 24% YoY to INR 1,588 Cr, EBITDA 24% to INR 428 Cr, and PAT 19% to INR 219 Cr. Chemical segment EBITDA margin expanded to 29% QoQ. Fluoropolymer revenue grew 15% YoY from high-value products and new applications, with 17-20% annual growth targeted. Fluorochemicals revenue surged 52% YoY on strong R32 sales; capacity expands Q2 FY27, R134A by fiscal end. The Oman battery project is shifting to India, with significant battery materials revenue ramp-up expected from late FY27 into FY28. Management is confident in sustained growth.