Gujarat Fluorochemicals Ltd. · NSE:FLUOROCHEM
Gujarat Fluorochemicals — Q2 FY2026 Earnings Presentation
34 slides from Gujarat Fluorochemicals's earnings presentation, Nov 11, 2025
Slide 1: Exchange filing cover letter for Investor Presentation Q2FY26
GFCL: BRD: 2025 11th November, 2025 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 Presentation
Slide 2: Gujarat Fluorochemicals Limited Investor Presentation Q2FY26
Gujarat Fluorochemicals Limited Investor Presentation Q2FY26
Slide 3: Content
Content Earnings Update Financial Trend Company ESG & Awards Q2FY26 Overview 01 02 03 04 2
Slide 4: Q2FY26 Highlights
Q2FY26 Highlights (Rs. In Cr) Chemical Segment Chemical segment revenue from Operations for Q2FY26 stood at Rs. 1,210 Cr, up 2% YoY and Q2FY26 Q1FY26 QoQ down 6% QoQ Revenue 1,210 1,280 (6)% EBITDA 381 354 8% Chemical segment EBITDA grew by 26% YoY and 8% QoQ to Rs.381 Cr and EBITDA margin 31.50% 27
Slide 5: Consolidated Revenue from Operations
Consolidated Revenue from Operations Figures in Rs. Cr Year-on-Year Quarter-on-Quarter 1,210 1,281 1,188 1,210 Q1FY26 Q2FY26 Q2FY25 Q2FY26 4
Slide 6: EBITDA & EBITDA Margin
EBITDA & EBIDTA Margin Figures in Rs. Cr Chemical EBITDA (Y-o-Y) Consolidated (Y-o-Y) 450 32% 35% 400 35% 30% 400 30% 350 30% 25% 350 25% 25% 300 300 25% 250 20% 250 20% 200 200 381 15% 364 15% 150 302 26% 10% 150 295 23% 100 10% 100 50 5% 50 5% 0 0% Q2FY25 Q2FY26 0 0% Q2FY25 Q2FY26 Chemical EBITDA
Slide 7: PAT & PAT Margin
PAT & PAT Margin Figures in Rs. Cr Chemical Segment (Y-o-Y) Consolidated (Y-o-Y) 210 16% 19% 210 190 15% 17% 170 16% 15% 160 150 11% 130 13% 10% 110 11% 110 198 11% 179 9% 90 131 51% 60 121 49% 6% 70 7% 50 5% 10 1% 30 3% Q2FY25 Q2FY26 Q2FY25 Q2FY26 Chemical PAT PAT Margin Consolidated PAT PAT Margin
Slide 8: Business Vertical – Battery Materials
Business Vertical – Battery Materials In LiPF₆ sales to commence soon. LiPF₆ prices have significantly gone up in the past few weeks—from around USD 10/kg to approximately USD 17/kg—positively impacting our business outlook. As one of the only non-China fully integrated LiPF₆ producer, we are well-p
Slide 9: Business Vertical – Fluoropolymers
Business Vertical – Fluoropolymers Revenue (Rs. Crore) Performance and Outlook - Fluoropolymers Year-on-Year The Fluoropolymer segment recorded 8% year-on-year growth however 764 declined by 4% quarter-on-quarter. The sequential decline was primarily 706 driven by tariff imposed by the USA. Q2FY25 Q
Slide 10: Business Vertical – Fluorochemicals
Business Vertical – Fluorochemicals Revenue (Rs. Crore) Performance and Outlook - Fluorochemicals Year-on-Year The decline in fluorochemical vertical was mainly on account of 304 reduction in sales of R-22 due to quota reduction and seasonality, is 258 expected to remain steady going forward. R125 s
Slide 11: Business Vertical – Bulk Chemicals
Business Vertical – Bulk Chemicals Revenue (Rs. Crore) Performance and Outlook – Bulk Chemicals Year-on-Year The year-on-year increase in revenue was primarily driven by higher 154 158 prices of Chloromethanes, while the quarter-on-quarter growth was supported by both price and volume increases in C
Slide 12: Financial Trend
Earnings Update Financial Trend Company ESG & Awards Q2FY26 Overview 01 02 03 04 11
Slide 13: Historical Revenue, EBITDA and PAT Trend
Historical Revenue, EBIDTA and PAT Trend Operating Revenues (Rs. Cr) 5685 4737 4281 3954 ₹ 3,403 ₹ 2,818 ₹ 1,954 ₹ 2,518 2491 ₹ 1,490 ₹ 2,000 ₹ 2,282 ₹ 1,919 ₹ 1,763 ₹ 1,001 FY 22 FY 23 FY 24 FY 25 H1FY26 Domestic Revenue Export Revenue EBITDA (Rs. Cr) and EBITDA Margin PAT (Rs. Cr) and PAT Margin ₹
Slide 14: RoCE, RoE, Working Capital & Capex Trend
RoCE, RoE, Working Capital & Capex Trend RoCE RoE 34.07% 27.14% 24.46% # # 20.10% # 17.63% # 14.63% 15.79% 14.80% 15.63% 12.50% FY 22 FY 23 FY 24 FY 25 H1FY 26 FY 22 FY 23 FY 24 FY 25 H1FY 26 Working Capital Days Capex (Rs. Cr) 188 182 167 1200 575 128 1349 120 1050 660 550 400 FY 22 FY 23 FY 24 FY
Slide 15: Company Overview
Earnings Update Financial Trend Company ESG & Awards Q2FY26 Overview 01 02 03 04 14
Slide 16: INOXGFL Group – A US$ 18 Billion Indian Conglomerate
INOXGFL GROUP – A US$ 18 BILLION INDIAN CONGLOMERATE INOXGFL Group, with a legacy of over nine decades, is a US$ 18 billion Indian conglomerate with three listed entities. Being one of the leaders in energy transition, the Group is a forerunner in diversified business segments spanning fluoropolymer
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: Battery Materials
Battery Materials GFCL EV – PRODUCT PORTFOLIO Global Lithium Battery Sector: Poised for Strong Growth Demand outlook: Electrolytes Binders Cathode • Ex-China LiB cell demand is expected to reach to ~2 TWh by CY30 Salts: Li based PVDF / PTFE Lithium Iron Phosphate (LFP) translating into GFCL EV’s pro
Slide 26: GFCL EV - Integrated Manufacturing Facility at Jolva, Gujarat
GFCL EV - State-of-the-art Integrated Manufacturing Facility At Jolva, Gujarat Jolva, Gujarat 25
Slide 27: ESG & Awards
Earnings Update Financial Trend Company ESG & Awards Q2FY26 Overview 01 02 03 04 26
Slide 28: Research & Development
Research & Development Enables customised solutions Collaborates with renowned and develop sustainable educational and research technology institutes Equipped with team of highly efficient researchers, scientists and product specialists, state of the art equipment including application development l
Slide 29: Sustainability Awards & Certification
Sustainability Awards & Certification ESG Ratings Environment Social Governance ISO 14001:2015 ISO 45001:2018 ISO 37001:2016 Environment Management Occupational Health & Anti Bribery Management System Safety Management System System ISO 9001:2015 ISO 26000 Quality Management Social Responsibility Sy
Slide 30: ESG Rating: Certifications & Sustainability Disclosure
ESG Rating : Certifications & Sustainability Disclosure Certifications Disclosure • ISO 9001: – Quality Management • ISO 14001 – Environmental Management • UN Global Compact –Communication on Progress • ISO 45001 – Occupational Health & Safety • Integrated Report as per IIRC • IATF 16949 – Automotiv
Slide 31: Key Community Development Activities
Key Community Development Activities 30
Slide 32: Optimizing Environmental Impact
Key Focus Area-Sustainability Transparent Reporting & Emerging Priorities Driving Efficiency & Resilience Optimizing Environmental Impact • Product Carbon • Energy Efficiency: • Sustainability Reporting: Footprint: Conducting Technology upgrades, Compliance with DJSI, LCAs to evaluate & process opti
Slide 33: Awards
Awards GFL recognised as “Top 50 Happy GFL Honoured as “Sustainable GFL awarded the “Gujarat Na Anmol Ratna” Companies To Work For” in the 33rd Organization of the Year” at Net Zero for unwavering commitment to Corporate Edition of World HRD Congress Summit & Award 2025 Social Responsibility (CSR) i
Slide 34: 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: pallavi.bhalla@gfl.co.in E-mail: rohan.gupta@gfl.co.in E-mail: manojagrawal@gfl.co.in E-mail: bvdesai@gfl.co.in This presentatio
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