Gujarat Fluorochemicals Limited — Q1FY27 earnings call summary

• 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

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