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Gujarat Fluorochemicals Limited Q3 FY26 earnings call summary

NSE: FLUOROCHEM · BSE: 542812

Earnings call of 12 Feb 2026, summarised by AI from the filing.

GFL Q3 FY26 revenue ₹1,136 cr, down 1% year-on-year; EBITDA ₹275 cr, down 6%, with U.S. tariff cut to 18% supporting recovery.

Key takeaways

  1. Q3 FY26 results Consolidated revenue ₹1,136 cr, down 1% year-on-year; EBITDA ₹275 cr, down 6% from ₹294 cr in Q3 FY25.
  2. Guidance FY 2027 expected to see healthy revenue growth from EV ESS vertical; battery materials capacity to be fully utilized by 2027-2028.
  3. Tariff change U.S. tariffs reduced from 50% to 18%, restoring competitiveness and supporting recovery in volumes and margins.
  4. Growth driver Fluoropolymer segment grew 14% year-on-year, driven by semiconductor demand for PFA and fluoroelastomer growth.

Original filing on BSE

Gujarat Fluorochemicals Limited Q1 FY27 results

As filed: Revenue ₹1,588 cr (+24% year on year), EBITDA ₹428 cr (+24% year on year), PAT ₹219 cr (+19% year on year), EBITDA margin 27.0% (+10 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,369 cr (+12% year on year), EBITDA ₹308 cr (+1% year on year), PAT ₹109 cr (−43% year on year), EBITDA margin 22.5% (−248 bps). Score 42 of 100, In line with trend. Revenue growth was above the company's own trend; EBITDA growth was below it; profit growth was well below it. EBITDA margin fell 248 bps year on year. Tax rate 36%. Consolidated profit -43% but standalone +2%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +3.3% in 30 days (Nifty 500: +0.9%).
  • Q3 FY26: Revenue ₹1,136 cr (−1% year on year), EBITDA ₹275 cr (−6% year on year), PAT ₹102 cr (−9% year on year), EBITDA margin 24.2% (−140 bps). Score 44 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit before exceptional items growth was below it. EBITDA margin fell 140 bps year on year. Revenue fell 6% from last quarter. Share price after the results: −12.0% in 29 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹1,210 cr (+2% year on year), EBITDA ₹364 cr (+23% year on year), PAT ₹179 cr (+48% year on year), EBITDA margin 30.1% (+525 bps). Score 57 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 525 bps year on year. Revenue fell 6% from last quarter. Share price after the results: −0.3% in 30 days (Nifty 500: −0.6%).
  • Q1 FY26: Revenue ₹1,281 cr (+9% year on year), EBITDA ₹344 cr (+31% year on year), PAT ₹184 cr (+70% year on year), EBITDA margin 26.9% (+458 bps). Score 63 of 100, In line with trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 458 bps year on year. Profit fell 4% from last quarter. Share price after the results: −3.6% in 30 days (Nifty 500: −0.2%).
  • Q4 FY25: Revenue ₹1,225 cr (+8% year on year), EBITDA ₹306 cr (+29% year on year), PAT ₹191 cr (+89% year on year), EBITDA margin 25.0% (+397 bps). Score 60 of 100, In line with trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 397 bps year on year. Tax rate 12%. Share price after the results: −11.8% in 30 days (Nifty 500: +2.7%).
  • Q3 FY25: Revenue ₹1,148 cr (+16% year on year), EBITDA ₹294 cr (+43% year on year), PAT ₹126 cr (+58% year on year), EBITDA margin 25.6% (+484 bps). Score 67 of 100, Above trend. Revenue, EBITDA and profit growth were above the company's own trend. EBITDA margin rose 484 bps year on year. Revenue fell 3% from last quarter.
  • Q2 FY25: Revenue ₹1,188 cr (+25% year on year), EBITDA ₹295 cr (+81% year on year), PAT ₹121 cr (+128% year on year), EBITDA margin 24.8% (+762 bps). Score 92 of 100, Above trend. EBITDA margin rose 762 bps year on year. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

Gujarat Fluorochemicals Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.