Q3 2025 Gujarat Fluorochemicals Ltd Earnings Call Transcript
Key Points
- Gujarat Fluorochemicals Ltd (BOM:542812) reported a 16% year-on-year increase in revenue for Q3 FY25, reaching INR1,148 crores.
- EBITDA for the quarter rose by 43% year-on-year to INR294 crores, with an improved EBITDA margin of 26% compared to 21% in Q3 FY24.
- The company's consolidated PAT increased by 58% year-on-year, reaching INR126 crores.
- The fluoropolymers segment is expected to drive significant revenue and profitability growth due to the exit of a legacy player and successful development of higher-grade products.
- The company is well-positioned to capitalize on opportunities in the EV and ESS segments, with plans for significant CapEx in battery materials, expecting robust demand from these sectors.
- Fluoropolymer volumes declined on a quarter-on-quarter basis due to year-end holidays in key export markets.
- The commodity-grade PFA faced pricing pressures from low-cost suppliers in China.
- Profitability is currently impacted by higher depreciation and interest charges due to high CapEx deployment in the battery materials business.
- Specialty Chemicals segment remained flat during the quarter, with expected volume pickup only starting in Q4 FY25.
- MDC prices improved but are expected to remain muted in the near term due to additional capacity being commissioned in India.
Ladies and gentlemen, good day, and welcome to the Gujarat Fluorochemicals Limited 3Q FY25 post results earnings conference call hosted by B&K Securities. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. Rohit Nagraj, B&K Securities. Thank you, and over to you, sir.
Thanks, Rico. Good afternoon, everyone, and we welcome you to Gujarat Fluorochemicals 3Q FY25 earnings conference call. We thank the management for giving us the opportunity to hold the conference call. Today, we have with us Dr. Bir Kapoor, CEO and Deputy Managing Director of Gujarat Fluorochem, along with the senior members of the management team.
I now hand over the call to Dr. Bir Kapoor for his opening remarks, following which we can have Q&A session. Over to you. Thank you.
Yes. Thank you. Thank you very much.
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