Gujarat Fluorochemicals Limited (GFL) has released its investor presentation for Q4FY26, detailing robust financial performance. The company reported a 12% YoY growth in consolidated revenue, reaching ₹1,369 crore. EBITDA saw a 1% YoY increase to ₹308 crore. The Chemical Segment revenue grew 11% YoY to ₹1,358 crore, with EBITDA up 13% YoY. The presentation also covers performance in Battery Materials, Fluoropolymers, Fluorochemicals, and Bulk Chemicals.
Gujarat Fluorochemicals Limited: Q4FY26 Investor Presentation Highlights
Gujarat Fluorochemicals Limited (GFL) has issued its investor presentation for the fourth quarter of the financial year 2026 (Q4FY26). The presentation outlines the company’s financial performance and strategic initiatives.
Key Financial Highlights for Q4FY26
Consolidated Performance
- Consolidated Revenue from Operations: Stood at ₹1,369 crore, reflecting a significant 12% Year-on-Year (YoY) growth compared to the corresponding period last year (₹1,225 crore).
- Consolidated EBITDA: Increased by 1% YoY to ₹308 crore, up from ₹306 crore in the previous year.
- Consolidated Profit After Tax (PAT): Stood at ₹112 crore, compared to ₹162 crore in the corresponding period last year, marking a -32% change. The PAT margin was 8%.
Segmental Performance
Chemical Segment
- Revenue: Reported at ₹1,358 crore for Q4FY26, an 11% YoY increase from ₹1,225 crore in Q4FY25.
- EBITDA: Reached ₹353 crore, a 13% YoY growth from ₹312 crore in Q4FY25. The EBITDA margin was 26%. This increase was driven by Fluoropolymers and R32.
- PAT: Stood at ₹169 crore, a 5% increase from ₹161 crore in Q4FY25. The PAT margin was 12%.
Battery Materials
- Revenue: Reported at ₹11 crore for Q4FY26.
- EBITDA: Recorded at -₹45 crore for Q4FY26.
- PAT: Recorded at -₹57 crore for Q4FY26.
Business Verticals Performance and Outlook
Battery Materials
- Demand for EV/BESS is growing rapidly, with ex-China LiB cell demand projected to increase significantly.
- The company has commissioned Phase I capacity and is setting up an NGAAM (Anode) facility.
- Planned capex of ₹2300 crore for FY27 for the battery material portfolio.
- LiPF6 and LFP CAM are approved and progressing towards commercial sales, while PVDF Binder qualification is complete.
Fluoropolymers
- Revenue: Showed strong growth with 19% YoY increase (₹848 crore in Q4FY26 vs ₹713 crore in Q4FY25) and 14% Quarter-on-Quarter (QoQ) growth.
- Outlook remains strong, driven by applications in semiconductors, EVs/BESS, and clean energy sectors.
Fluorochemicals
- Revenue: Showed a -2% YoY change (₹319 crore in Q4FY26 vs ₹326 crore in Q4FY25) but a strong 63% QoQ growth.
- R32 production and sales commenced in March 2026.
- Outlook is positive, with favorable pricing for HFCs and healthy demand for refrigerants.
Bulk Chemicals
- Revenue: Witnessed a 1% YoY increase (₹163 crore in Q4FY26 vs ₹161 crore in Q4FY25) and a 3% QoQ decline.
- Demand outlook for caustic soda is expected to remain stable, and pricing is likely to remain range-bound.
Historical Performance Trends
- Operating Revenues: Grew from ₹4281 crore in FY24 to ₹4996 crore in FY26.
- EBITDA & EBITDA Margin: Increased from ₹955 crore (22% margin) in FY24 to ₹1291 crore (26% margin) in FY26.
- PAT & PAT Margin: Increased from ₹435 crore (10% margin) in FY24 to ₹590 crore (12% margin) in FY26.
Key Metrics and Capex
- ROCE: Stable performance, recorded at 14.05% in FY26.
- ROE: Recorded at 12.17% in FY26.
- Working Capital Days: Increased to 192 days in FY26.
- Capex: Planned capex of ₹2300 crore for FY27 (P), with a significant portion allocated to EV business.
Group Structure and Core Competencies
The presentation also detailed the INOXGFL Group’s structure, highlighting its presence across Chemicals and Renewables. Gujarat Fluorochemicals Ltd. is positioned as a leader in fluoropolymers and fluorochemicals. The company’s core competencies include Integrated Plant Operations, Industry Leadership in Fluoropolymers, Strategic Foray into High-Growth Battery Materials, Global Presence, Proven Legacy, and Value Proposition Development.
Certifications and Sustainability
GFL holds various certifications including ISO 9001:2015, ISO 14001:2015, ISO 45001:2018, IATF 16949:2016, and others. The company demonstrates commitment to sustainability through disclosures with United Nations Global Compact, CDP, BRSR, ecovadis, and S&P Global. GFL has shown significant improvement in its sustainability performance, achieving a score of 69 out of 100 in the S&P Global CSA and being rated in the Bronze category by EcoVadis.
Awards and Community Development
GFL has been recognized as an ‘Industry Mover’ and ‘Yearbook Member’ by S&P Global. The company also received accolades from the Indian Chamber of Commerce (ICC) for its environmental performance. GFL actively engages in community development activities, including women’s day celebrations, handicraft promotion, safety awareness programs, and animal husbandry training.
Source: BSE
