Earnings call · Apr–Jun 2026
Gujarat Fluorochemicals Limited
GFL reported Apr–Jun 2026 consolidated revenue growth of 24% from a year earlier to ₹1,588 crore with EBITDA up 24% to ₹428 crore. Chemical segment drove performance with fluoropolymers growing 15% & fluorochemicals surging 52% from a year earlier on R32 demand; battery materials segment ramping toward commercialization.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Bir KapoorChief Executive Officer and
- Kapil MalhotraBusiness Head
- Manoj AgrawalChief Financial Officer
Questions came from
- SanjeshICICI Securities
- ArunAvendus Spark
- Preet JainNiveshaay Investments
- OmkarMotilal Oswal Financial Services
- TejasAnsec Human Resources
- Naushad ChaudharyAditya Birla MF
- SiddhantComicmolds
- DhruvHDFC AMC
- MeetJM Financial
- Ankur PeriwalAxis Capital
- Rohit Nagraj360 ONE Capital
Topics in this call
Opening remarks
Bir KapoorChief Executive Officer and
Thanks, Rohit. Good afternoon, everyone, and a very warm welcome to all of you for GFL's Quarter 1 FY27 Earnings Call. For this call, I have with me my colleagues, Mr. Manoj Agrawal, CFO of GFL; Mr. Kapil Malhotra, Business Head of Fluoropolymers; and Mr. Rajiv Rao, Business Head of Battery Materials.
The company announced its Q1 FY27 results at the Board meeting held today. The results, along with the earnings presentation are already available on the stock exchanges and on our website. I'll briefly take you through the key financial highlights, followed by an update on our business performance, demand environment and outlook.
Read the whole call: 173 paragraphs, 12 analysts' questions with every answer, 8 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.