Q1-FY26 · Dr. Vir Kapoor
We are confident of achieving around 25% growth as guided earlier.
FLUOROCHEM / language trends
Read confidence between the lines.
Gujarat Fluorochemicals · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q1-FY26 · Dr. Vir Kapoor
This is a pivotal moment for our battery materials business and we are confident in our ability to capture the opportunities ahead.
Q1-FY26 · Kapil Malhotra
The demand is inelastic of the prices majorly and we expect that we should be able to negotiate the prices as per the tariffs slowly and steadily.
Q1-FY27 · Kapil Malhotra
We have been also making this commentary from last few quarters that we are trying to move up the value added chain into the fluoropolymer products and hence we do not have much of a competition with Chinese people.
Q1-FY27 · Kapil Malhotra
3M is now an event of the past now. So in the last two years we have more or less taken the full impact of whatever 3M exit happened... Now coming toAGC that announcement has just come yet. So we have started getting some queries and inquiries from the customers who were using their material.
Q1-FY27 · Dr. Bir Kapoor
We expect to grow further from here on polymers has done well and expected to grow as we had said earlier 17 to 20% annually going forward. Fluorochemical segment has emerged as a very strong contributor to our financial and is expected to contribute meaningfully to our profitability going forward.
Q2-FY26 · Dr. Deir Kapoor
We remain uniquely positioned as one of the only non-China integrated LIBS producers and are further expanding our capacities to capitalize on this opportunity.
Q2-FY26 · Dr. Deir Kapoor
The uncertainty emanating from the tariffs imposed by US impacted sales during the quarter which we expect to see easing off going forward.
Q2-FY26 · Mr. Atil General
We are fully funded for another up to $125 million which would be incurred over next say 6 to 9 months perhaps a year.
Q3-FY26 · Dr. Pir Kapoor
This quarter was undoubtedly one of the most challenging for us.
Q3-FY26 · Dr. Pir Kapoor
The recent reduction in US tariffs from 50% to 18% provides significant relief and restores competitiveness in one of the key export markets.
Q3-FY26 · Dr. Pir Kapoor
We are building a comprehensive and integrated battery materials platform with established capacities, ongoing qualifications, early commercial traction and IFC's and one more sovereign fund's strategic investment.
Q4-FY26 · Dr. Deir Kapoor
We have secured marquee anchor customers across all our battery material products which provide confidence on utilization ramp up and commercial scale up over the coming quarters.
Q4-FY26 · Dr. Deir Kapoor
With this addition, we will be able to address nearly 70% of the value of an LSB battery cell, positioning us as one of the most integrated battery materials platforms globally.
Q4-FY26 · Capil Mhotra
We are seeing a growth outlook for this year as well as for the next couple of years also growth coming from the sectors which we are mentioning.