Gujarat Fluorochemicals Releases Q2 & H1 FY27 Earnings Call Transcript
Gujarat Fluorochemicals released its Q2 and H1 FY27 earnings call transcript. Consolidated revenue grew 45% YoY to ₹1,760 crore, with PAT at ₹240 crore. Fluoropolymers revenue rose 22% YoY to ₹931 crore, and fluorochemicals revenue surged 135% YoY to ₹607 crore. The company is advancing its battery materials business, expecting commercial supplies from Q4 FY27.
The announcement details strong financial performance and significant strategic progress in high-growth areas like battery materials, which are key drivers for future revenue and profitability.
The company reported strong year-on-year growth in revenue and profit across its key segments, including chemicals and fluoropolymers. The outlook for battery materials business is positive with ongoing progress in product development and capacity expansion.
Gujarat Fluorochemicals Limited (GFL) has released the transcript of its conference call held on November 3, 2026, to discuss its financial performance for the second quarter and first half of FY27.
The company reported a strong performance across its segments. The chemical segment revenue increased by 42% year-on-year to ₹1,723 crore, with EBITDA growing by 33% to ₹505 crore and PAT by 46% to ₹290 crore. On a consolidated basis, Q2 FY27 revenue stood at ₹1,760 crore, a 45% year-on-year growth, and EBITDA was ₹473 crore, a 32% year-on-year increase. PAT for the quarter was ₹240 crore, up 42% year-on-year.
The fluoropolymers business revenue grew 22% year-on-year to ₹931 crore, driven by demand in specialty applications like FKM in automotive and PTFE in semiconductors. The company aims to sustain this growth through capacity debottlenecking and focusing on higher-value products.
The fluorochemicals business saw a significant revenue growth of 135% year-on-year to ₹607 crore, primarily due to strong demand for refrigerants like R-32. The company expects to commence production of R-134A by Q4 FY27. The Bulk Chemicals portfolio reported a revenue of ₹151 crore, a 5% year-on-year decline.
Regarding its advanced battery materials business, GFL is ramping up LiPF6 sales and is progressing with customer qualifications for TAM material and PVDF/PTFE grades for battery applications, with commercial supplies expected from Q4 FY27. The company is also focusing on building an integrated battery materials platform, including LFP, electrolyte salts, and potentially anode materials.
Management discussed ongoing capital expenditure plans, with a total of approximately ₹6,000 crore allocated for battery materials and continued investments in the core business. Funding for the battery materials business is being secured through a mix of equity from external investors, parent contribution, and debt.
What to do with a filing like this
Gujarat Fluorochemicals Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Gujarat Fluorochemicals Limited. Read the original for the full detail.