Investor Presentation

Gujarat Fluorochemicals (GFCL) posted a mixed Q2FY26. Consolidated revenue reached ₹1,210 Cr (+2% YoY, -6% QoQ). EBITDA climbed to ₹364 Cr (+23% YoY, +6% QoQ) at a 30% margin, and PAT jumped to ₹179 Cr (+49% YoY, -3% QoQ). The core Chemical segment drove profitability.

Fluoropolymers saw 8% YoY growth but a QoQ dip due to US tariffs.

The new Battery Materials vertical recorded zero revenue and a ₹19 Cr loss as it ramps up.

Key growth drivers include rising volumes of high-value fluoropolymers for semiconductors and aerospace, with R32 ramp-up in fluorochemicals also a focus.

Strategically, GFCL's LFP CAM facility is commissioned, with samples ready for approval.

Fluoropolymer binder sales are anticipated from H1 CY26. Critically, LiPF₆ sales are set to commence, benefiting from recent price surges (USD 10/kg to USD 17/kg). Management is bullish on Battery Materials, targeting global leadership with a planned ₹6,000 Cr investment over 4-5 years, backed by strong demand visibility for new-age products.