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Gujarat Fluorochemicals Limited β Q1FY27 Earnings Call Summary
Key Takeaways
- Fluorochemical revenue surged 52% y-y led by R32 refrigerant sales; R32 capacity expansion expected Q2 FY27
- New fluoropolymer approvals expected by FY27 end enabling faster capacity ramp-up
- Full utilization expected for incremental R32 capacity in calendar year 2027
- Capex plan: INR 2,300 Cr for EV and INR 800 Cr for chemical business in FY27
- Q1 FY27 consolidated revenue grew 24% y-y to INR 1,588 Cr; EBITDA up 24% to INR 428 Cr; PAT rose 19% to INR 219 Cr
- Battery materials progressing; significant revenue ramp-up expected from Q4 FY27 and FY28
- Fluoropolymer revenue grew 15% y-y driven by higher-value grades and volume growth
- Chemical segment revenue increased 23% y-y to INR 1,574 Cr; EBITDA grew 29% to INR 458 Cr; PAT up 33% to INR 261 Cr
- ROCE improved to 16.6%, ROE to 15.18%; working capital days reduced to 149
- Management confident on 17-20% annual fluoropolymer growth and strong fluorochemical contribution
π Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.