Q2 2025 Gujarat Fluorochemicals Ltd Earnings Call Transcript
Key Points
- Gujarat Fluorochemicals Ltd (BOM:542812) reported a 25% year-on-year increase in consolidated revenue for Q2 FY25, reaching INR1,188 crores.
- The company's EBITDA margin improved to 25% from 22% in the previous quarter, indicating better operational efficiency.
- The fluoropolymer segment showed healthy year-on-year improvement, with a focus on high-value-added grades and new applications in the automotive and semiconductor sectors.
- The company has raised INR1,000 crores for its subsidiary GFCL EV, reflecting strong investor confidence and supporting its expansion in the battery materials business.
- Gujarat Fluorochemicals Ltd (BOM:542812) is well-positioned to benefit from the exit of a legacy player in the high-value-added fluoropolymer market, potentially capturing a significant market share.
- Higher depreciation and interest expenses were reported due to increased CAPEX, primarily in the EV vertical, impacting short-term profitability.
- Specialty chemicals segment remained muted during the quarter, with expectations of improvement only from Q4 FY25 onwards.
- The company faces intense competition from Chinese suppliers in the specialty chemicals segment, affecting pricing and market share.
- The slowdown in Europe and adverse business cycles have impacted the company's performance in H1 FY25, delaying recovery plans.
- The commercial ramp-up of the battery materials business is still in progress, with full benefits expected only after several quarters.
Ladies and gentlemen, good day and welcome to Gujarat Fluorochemicals, Q2 FY25 earnings conference call hosted by Dam Capital Advisors Limited.
As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchstone phone. Please note that this conference is being recorded.
I now hand the conference over to Mr Nitin Agarwal. Thank you and over to you sir.
Hi, good afternoon, everyone and a very warm welcome to Gujarat Fluorochemicals, post results Q2 FY25 earnings call hosted by Dam Capital Advisors Limited.
On the call, today we are representing Gujarat Fluorochemicals management, Dr Bir Kapoor, Chief Executive Officer and other senior members of the management team. I will hand over the call to Dr Kapoor to take it forward from here and then we'll open the
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