Gujarat Fluorochemicals earnings calls.

Gujarat Fluorochemicals delivered a resilient Q4 FY26 with chemicals revenue of ₹1,358 croreCurrent reported value: ₹1,358 crore. No comparable prior figure is available in the source record. (+11Current 11 crore vs previous available quarter -1 crore.% YoY), EBITDA of ₹353 croreCurrent ₹353 crore vs previous available quarter ₹283 crore. (+13% YoY), and PAT of ₹169 croreCurrent reported value: ₹169 crore. No comparable prior figure is available in the source record. (+5Current reported value: 5. No comparable prior figure is available in the source record.% YoY). Growth was led by fluoropolymers and the commencement of R32 production in March 2026. The company announced a ₹3,150 crore capex for FY27, with ₹2,300 crore for battery materials and ₹850 crore for chemicals, including expansions in refrigerants, electronic specialty chemicals, and fluoropolymers. Battery materials business is at an inflection point with all phase-one capacities commissioned and contracted, targeting 2x asset turnsCurrent reported value: 2x asset turns. No comparable prior figure is available in the source record. and 25%+ EBITDA marginsCurrent reported value: 25%+ EBITDA margins. No comparable prior figure is available in the source record. by FY29. Risks include geopolitical volatility impacting input costs and logistics, and the gestation period for battery material qualification and ramp-up.