Gujarat Fluorochemicals Ltd. · NSE:FLUOROCHEM
Gujarat Fluorochemicals — Q2 FY27 Earnings Presentation
35 slides from Gujarat Fluorochemicals's earnings presentation, Nov 3, 2026
Slide 1: Exchange filing cover letter for Q2FY27 investor presentation
GFCL: BRD: 2026-27 3rd November, 2026 The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street, Mumbai 400 001 Bandra (E), Mumbai 400 051 Scrip Code: 542812 Symbol: FLUOROCHEM Sub: Investor Presentati
Slide 2: Gujarat Fluorochemicals Limited Q2FY27
Gujarat Fluorochemicals Limited Q2FY27
Slide 3: Content
Content Earnings Update Financial Trend Company ESG & Awards Q2FY27 Overview 01 02 03 04 2
Slide 4: Q2FY27 Highlights
Q2FY27 Highlights (Rs. In Cr) Chemical Segment Chemical segment revenue increased 42% YoY to ₹1,723 crore, reflecting healthy demand Q2FY27 Q2FY26 YoY across the fluoropolymers and fluorochemicals portfolio. Revenue 1,723 1,210 42% EBITDA 505 381 33% Segment EBITDA grew 33% YoY to ₹505 crore, reflec
Slide 5: Consolidated Revenue from Operations
Consolidated Revenue from Operations Figures in Rs. Cr 4
Slide 6: EBITDA & EBITDA Margin
EBITDA & EBIDTA Margin Figures in Rs. Cr 5
Slide 7: PAT & PAT Margin
PAT & PAT Margin Figures in Rs. Cr 6
Slide 8: Business Vertical – Battery Materials
Business Vertical – Battery Materials LiPF₆ sales ramping up well, with sales to five major global electrolyte players. Production is being progressively ramped up along with new plants being added to meet strong customer demand, backed by multi-year order visibility. LFP plant samples are progressi
Slide 9: Business Vertical – Fluoropolymers
Business Vertical – Fluoropolymers Revenue (Rs. Crore) Performance and Outlook - Fluoropolymers Performance: • The Fluoropolymers segment continued its growth momentum during Q2 FY27, with revenue increasing 22% YoY to ₹931 crore, compared with ₹764 crore in Q2 FY26. On a sequential basis, revenue g
Slide 10: Business Vertical – Fluorochemicals
Business Vertical – Fluorochemicals Revenue (Rs. Crore) Performance and Outlook - Fluorochemicals Performance: • The Fluorochemicals segment delivered an exceptional performance during Q2 FY27, with revenue increasing 135% YoY to ₹607 crore, compared with ₹258 crore in Q2 FY26. • On a sequential bas
Slide 11: Business Vertical – Bulk Chemicals
Business Vertical – Bulk Chemicals Revenue (Rs. Crore) Performance and Outlook – Bulk Chemicals Performance: • The Bulk Chemicals segment witnessed a 5% decline in revenue YoY and an 8% decline QoQ, primarily due to lower caustic soda prices and higher captive consumption of chloromethanes for R32 p
Slide 12: Financial Trend
Earnings Update Financial Trend Company ESG & Awards Q2FY27 Overview 01 02 03 04 11
Slide 13: Historical Revenue, EBITDA and PAT Trend
Historical Revenue, EBIDTA and PAT Trend Operating Revenues (Rs. Cr) EBITDA (Rs. Cr) and EBITDA Margin PAT (Rs. Cr) and PAT Margin Note: The FY26 EBITDA and PAT figures have been reinstated, as detailed in Note No. 4 to the Published Results 12
Slide 14: RoCE, RoE, Working Capital & Capex Trend
RoCE, RoE, Working Capital & Capex Trend FY26,includes 4 days of GFCL EV business # Excluding capital employed in Capacity expansions in the last two years and Capital Work in Progress (Including EV), which will start generating revenues from next financial year. 13
Slide 15: Company
Earnings Update Financial Trend Company ESG & Awards Q2FY27 Overview 01 02 03 04 14
Slide 16: INOXGFL Group – USD 16 Bn Indian Conglomerate
INOXGFL Group – USD 16 Bn Indian Conglomerate^ INOXGFL Group, with a legacy of over nine decades, and currently with three listed entities, is a leader in energy transition. The Group is a forerunner in diversified business segments spanning fluoropolymers, fluorochemicals, battery chemicals, wind t
Slide 17: Business Verticals
Business Verticals FLUOROPOLYMERS FLUOROCHEMICALS BULK CHEMICALS BATTERY MATERIALS Products: Products : Products: Products: • Polytetrafluoroethylene • HF-based • Lipf6 Salt • Caustic Soda • Micro Powders • TFE-based • LFP CAM • Chloroform • Perfluoroalkoxy Alkanes • KF-based • Cathode Binders: • Me
Slide 18: Core Competencies
Core Competencies Integrated Plant Operations Industry Leadership in Fluoropolymers Three manufacturing facilities in India, India’s largest integrated fluoropolymer Fluorspar mine in Morocco, warehouses in producer and among the leading players Europe, USA and Middle East globally. Strategic Foray
Slide 19: Integrated Operations
Integrated Operations GFL’s vertically integrated facility makes it one of the most reliable producers of a wide range of Fluoropolymers globally. Integration play helps GFL to maximise value addition. * * Under Implementation 18
Slide 20: Manufacturing Facilities
Manufacturing Facilities RANJIT NAGAR, DAHEJ, JOLVA, GUJARAT, GUJARAT, GUJARAT, INDIA INDIA INDIA Specialty Chemicals & Refrigerants Fluoropolymers, Specialty & Bulk Chemicals Fluoropolymers, Specialty and fully integrated battery complex Commissioned in 1989 Commissioned in 2007 Largest Refrigerant
Slide 21: Fluoropolymers Vertical – Products & Applications
Fluoropolymers Vertical – Products & Applications PTFE Micro PFA PVDF FEP FKM PPA Powders • Oil & Gas • Printing Inks • Semi-conductors • Chemical Processing • Wire & Cable • Automotive • Improve Surface Finish • Pharma & CPI • Engineering Plastics • Aero-space • Electronics • Defense • Chemicals &
Slide 22: Fluorochemicals Vertical
Fluorochemicals Vertical HF BASED TFE BASED KF BASED REFRIGERANTS APPLICATIONS APPLICATIONS APPLICATIONS APPLICATIONS • Agrochemical • Pharmaceutical • Pharmaceutical majorly Insecticides, Intermediates, Intermediates, • Air-conditioners Herbicides & Fungicides • Agrochemical • Agrochemical Pesticid
Slide 23: Bulk Chemicals Vertical
Bulk Chemicals Vertical METHYLENE DI Carbon Tetra CAUSTIC SODA CHLOROFORM CHLORIDE Chloride (CTC) APPLICATIONS APPLICATIONS APPLICATIONS APPLICATIONS • Textiles • Feedstock for • Pharma API • Pesticides • Soaps & Detergents Refrigerant Gas R-22 • Foam manufacturing • Agricultural • Alumina • Solvent
Slide 24: Uniquely Positioned in the Global EV/ESS Value Chain
– Uniquely Positioned in the Global EV/ ESS value chain • Battery agnostic offerings; covering both LFP and NMC batteries ABOUT THE • Fully integrated battery complex in Jolva, Gujarat. COMPANY • Tapping significant global opportunities presented by the EV & ESS eco-systems. • To be the global leade
Slide 25: Indicative Material Intensity per GWh
Indicative Material Intensity per GWh Battery GWh growth translates directly into demand for GFCL EV's product portfolio LiPF₆ Electrolyte LFP CAM PVDF NGAAM 70 MT/GWh NMC 600 MT/GWh NMC ~2,000 MT/GWh ~40 MT/GWh ~200 MT/GWh 150 MT/GWh LFP 1,200 MT/GWh LFP LFP cells Binder if ~20% of AAM The portfoli
Slide 26: Battery Materials
Battery Materials GFCL EV – PRODUCT PORTFOLIO Global Lithium Battery Sector: Poised for Strong Growth Ex-China Li-ion cell demand Major Demand Drivers Electrolyte Binders Cathode Anode outlook LFP to remain the dominant chemistry s Salts: Li based PVDF / PTFE Lithium Iron Natural Graphite ~1.8 TWh a
Slide 27: Battery Materials: product offering
Battery Materials: product offering Value Battery Cell Chain Raw Materials Intermediates Battery Materials For Integration Lithium Carbonate Carbon Precursor Cathodes Phosphoric acid Phosphates of Lithium and Iron Cathode Active Material (CAM) Iron Sulphate Binders Electrolytes Lithium Lithium Lithi
Slide 28: GFCL EV Integrated Manufacturing Facility at Jolva, Gujarat
GFCL EV - State-of-the-art Integrated Manufacturing Facility At Jolva, Gujarat Jolva, Gujarat 27
Slide 29: ESG & Awards
Earnings Update Financial Trend Company ESG & Awards Q2FY27 Overview 01 02 03 04 28
Slide 30: Certifications & Sustainability Disclosure
Certifications & Sustainability Disclosure Certifications Disclosure 29
Slide 31: ESG Ratings Overview
ESG Ratings Overview Rating Agency ESG Score Remarks Niche99 ESG Ratings 59 Performer NSE Sustainability Ratings and Analytics 61 Adequate CFC Finlease Private Limited 66 Good CRISIL ESG Ratings & Analytics Limited 56 Adequate S&P Global 70 Yearbook Member Ecovadis 66 Bronze CSR Hub 72 — Recognized
Slide 32: Sustainability Disclosures & Ratings
Sustainability Disclosures & Ratings In S&P Global Corporate Sustainability Assessment (CSA), GFL has reflected a strong CSRHub’s ESG data service, EcoVadis has rated GFL in the improvement in our sustainability performance, which offers business Bronze category, placing it with the score rising to
Slide 33: Key Community Development Activities
Key Community Development Activities 32
Slide 34: Awards
Awards GFL has been recognized as a Industry Mover and The Indian Chamber of Commerce (ICC) recognized our Yearbook Member at 2026 S&P Global Sustainability environmental performance at the 19th Environment Yearbook Distinction Ceremony held in New Delhi. Partnership Summit & Excellence Awards held
Slide 35: Thank You
THANK YOU Pallavi Bhalla Rohan Gupta Manoj Agrawal Bhavin Desai AVP Head Investor Relations Head – Equity Capital Markets Chief Financial Officer Company Secretary E-mail: [email protected] E-mail: [email protected] E-mail: [email protected] E-mail: [email protected] This presentatio
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