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US tariffs on new fluoropolymers
View Risks →Gujarat Fluorochemicals Limited — Q1 FY26
GFL delivered a strong Q1 FY26 with consolidated revenue of 1,281 crore (+5% YoY) and EBITDA of 344 crore (+31% YoY), with margins expanding 500 bps to 27%.
bullish
high
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GFL delivered a strong Q1 FY26 with consolidated revenue of 1,281 crore (+5% YoY) and EBITDA of 344 crore (+31% YoY), with margins expanding 500 bps to 27%. PAT surged 70% YoY to 184 crore, driven by sustained growth in fluoropolymers and improved product mix. The fluoropolymer segment achieved its highest-ever quarterly revenue, supported by new approvals in semiconductor, aerospace, and automotive sectors. Management reiterated 25% growth guidance for fluoropolymers, expecting optimal capacity utilization by year-end. The R32 refrigerant plant commenced commercial production ahead of schedule, targeting 20,000 MT capacity by FY26-end. Battery materials business is poised for ramp-up in FY27, aided by US subsidies for energy storage. Key risk: US tariffs on select new fluoropolymers could pressure margins if pass-through proves difficult.
GFL ने पहली तिमाही (अप्रैल-जून 2025) में शानदार प्रदर्शन किया। कंपनी की कुल कमाई 1,281 करोड़ रुपये रही, जो पिछले साल से 5% ज़्यादा है। मुनाफा (EBITDA) 344 करोड़ रुपये (+31%) हुआ, और मार्जिन (कमाई पर मुनाफे का अनुपात) 27% तक पहुंच गया। शुद्ध मुनाफा (PAT) 70% बढ़कर 184 करोड़ रुपये हो गया। इसकी वजह फ्लोरोपॉलिमर (एक खास तरह का प्लास्टिक) की बिक्री में बढ़ोतरी और बेहतर उत्पाद मिश्रण है। सेमीकंडक्टर, एयरोस्पेस और ऑटो सेक्टर में नई मंजूरी मिलने से यह सेगमेंट अब तक की सबसे ज़्यादा कमाई लाया। कंपनी ने फ्लोरोपॉलिमर में 25% ग्रोथ का अनुमान दोहराया है। R32 रेफ्रिजरेंट प्लांट समय से पहले शुरू हो गया, जो साल के अंत तक 20,000 मीट्रिक टन क्षमता तक पहुंचेगा। बैटरी मटेरियल बिज़नेस अगले साल रफ्तार पकड़ेगा। जोखिम: अमेरिकी टैरिफ से मार्जिन पर दबाव पड़ सकता है।
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Read Transcript →Quarter Snapshot
Fluoropolymer revenue growth guidance
25%
Reiterated
Management confident of achieving 25% growth in fluoropolymer segment for FY26, driven by new approvals and legacy player exit.
R32 capacity target
20,000 MT
New capacity
R32 capacity to reach 20,000 MT by end of FY26 via retrofitting, with first shipment already made.
Working capital days
172 days
-16 days QoQ
Working capital reduced from 188 to 172 days; management aims to further reduce in coming quarters.
Renewable energy savings
150 crore
Full benefit in FY27
Renewable energy project to save ~150 crore annually; first savings expected from Q3 FY26, full benefit in FY27.
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Management reiterated 25% growth guidance for fluoropolymer business, driven by new approvals and legacy player exit.
US imposed additional 15% duty on select new fluoropolymers; management believes demand is inelastic and pass-through possible, but risk remains if...
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