Q1 2025 Gujarat Fluorochemicals Ltd Earnings Call Transcript
Key Points
- Consolidated revenue from operations for Q1 FY25 increased by 4% quarter-on-quarter to INR1,176 crore.
- Consolidated EBITDA for Q1 FY25 rose by 10% quarter-on-quarter to INR262 crore, with an EBITDA margin of 22%.
- The company is actively engaged with over 20 potential customers globally in the EV and ESS segments, indicating strong future growth potential.
- New fluoropolymer products are witnessing market pull due to strong growth fundamentals in the semiconductor industry and emission control applications in the auto industry.
- The company has commissioned a post-processing facility to capture a larger share in premium segments and a manufacturing plant for PVDF film for solar applications.
- Profitability was impacted by higher interest rates and depreciation due to increased CapEx in previous quarters.
- Specialty chemicals volumes and prices remained muted, facing headwinds from Chinese competition.
- Logistic disruptions caused by the Red Sea crisis impacted revenue during the quarter.
- The prolonged validation period for EV and fluoropolymers results in a lag in business buildup.
- The company faces challenges in achieving the expected growth rate in the fluoropolymer segment due to delayed shipments and subdued market conditions.
Ladies and gentlemen, good day, and welcome to the Q1 FY25 post results earnings conference call of Gujarat Fluorochemicals, hosted by Batlivala and Karani Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Archit Joshi from Batlivala and Karani Securities. Thank you, and over to you, sir.
Thank you, Del, and welcome to all participants to the Q1 FY25 earnings conference call of Gujarat Fluorochemicals Limited. We have with us today Dr. Bir Kapoor, Chief Executive Officer of the company and the senior management team members to discuss the quarterly performance.
Without further ado, I'd like to hand over the floor to the management for their opening remarks, post which we can have a Q&A session. Thank you, and over to you, sir.
Thank you, Archit. Good
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