GFL delivered a resilient Q2 FY26 with chemical segment revenue of ₹1,210 crore (+2% YoY), EBITDA of ₹381 crore (+26% YoY), and PAT of ₹198 crore (+51% YoY).
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Higher US tariffs have caused customers to delay buying decisions, impacting fluoropolymer sales. Management is exploring alternative markets but tariff persistence could weigh on growth.
high · management_commentaryA fire incident at the R32 plant has temporarily halted production. While management expects restart by end of November, any further delays could impact the 20,000 MT target.
medium · analyst_questionCustomer qualification for battery materials is a lengthy process. Management did not provide a specific timeline for commercial sales, creating uncertainty around revenue visibility.
medium · analyst_questionWorking capital days have increased to ~182 from 120 in FY22, partly due to inventory for export depots and EV samples. Management expects improvement only after full-scale operations.
medium · data_observation