Gujarat Fluorochemicals Q4FY26 PAT falls 32%, revenue up 12%
Gujarat Fluorochemicals Limited reported a 32% decline in consolidated PAT to ₹112 crore for Q4FY26, while revenue rose 12% to ₹1,369 crore. EBITDA remained flat at ₹308 crore with margins contracting due to exceptional items. The Chemical Segment drove growth with revenue of ₹1,358 crore, while Battery Materials reported losses.
*this image is generated using AI for illustrative purposes only.
Gujarat Fluorochemicals Limited reported a 32% decline in consolidated profit after tax (PAT) to ₹112 crore for Q4FY26, compared to ₹162 crore in the corresponding period of the previous year. The company's revenue from operations increased by 12% year-on-year to ₹1,369 crore, while EBITDA remained flat at ₹308 crore. The financial performance was impacted by exceptional items related to the implementation of the new labour code and prior-year tax adjustments. Following the results announcement, the company has made the audio recording of its conference call with analysts and institutional investors available to the public.
Consolidated EBITDA margins contracted by 248 basis points to 22.43% in Q4FY26, down from 24.98% in the same period last year. The company noted that Q4FY26 PAT was calculated before an exceptional item of ₹3 crore (net of tax) related to the new labour code implementation at the consolidated level. In the prior year, Q4FY25 PAT included a gain of ₹29 crore due to the utilisation of brought forward capital losses and a lower tax rate on capital gains from slump-sale.
| (Rs. In Cr) | Consolidated Q4FY26 | Consolidated Q4FY25 | YoY |
|---|---|---|---|
| Revenue | 1,369 | 1,225 | 12% |
| EBITDA | 308 | 306 | 1% |
| EBITDA Margin | 22.43% | 24.98% | -248 bps |
| PAT | 112 | 162 | -32% |
| PAT Margin | 8% | 13% | -504 bps |
Business Vertical Performance
The Chemical Segment remained the primary growth driver, recording revenue of ₹1,358 crore for the quarter, an 11% increase from ₹1,225 crore in Q4FY25. The segment's EBITDA rose 13% to ₹353 crore, with margins expanding by 52 basis points to 26%. PAT for the segment stood at ₹169 crore, a 5% increase over the previous year. However, the Battery Materials vertical continued to face challenges, reporting an EBITDA loss of ₹45 crore and a net loss of ₹57 crore for the quarter. The Chemical Segment's robust performance was offset by the losses in the Battery Materials business, as the company continues to focus on its integrated operations and strategic foray into high-growth battery materials, leveraging its decades of fluorine chemistry expertise.
Sustainability and Certifications
The company highlighted its sustainability performance, noting an improvement in its S&P Global Corporate Sustainability Assessment (CSA) score to 69 from 44 in the previous year, placing it in the 95th percentile. Additionally, EcoVadis rated Gujarat Fluorochemicals in the Bronze category, positioning it among the top 35% of companies assessed with a score of 66 out of 100. The manufacturing facilities are certified under ISO 9001:2015, ISO 14001:2015, and ISO 45001:2018 standards.
Conference Call Disclosure
Pursuant to Regulation 30 read with sub-para 15(b)(i) of Para A of Part A Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, the audio recording of the conference call held on May 26, 2026, has been published. The recording, which discusses the Q4FY26 financial performance, is accessible on the company's official website.
Historical Stock Returns for Gujarat Fluorochemicals
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| -1.44% | -3.25% | +6.53% | +4.36% | -9.01% | +335.29% |
What is the expected timeline for the Battery Materials vertical to reach break-even?
How will the implementation of the new labour code impact operational costs going forward?
What strategies are being employed to reverse the contraction in consolidated EBITDA margins?
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