2 weeks ago
Gujarat Fluorochemicals stock rallies on strong Q1 earnings, analyst upgrades
Gujarat Fluorochemicals is a company that makes special chemicals used in many everyday products.
The company told everyone how much money it made in the first three months of its new business year.
It made more sales and more profit than it did at the same time last year.
Its sales went up by 24 percent, and its profits also grew.
Because the company did so well, people who own its shares felt happy.
The company's stock price went up.
Its leaders expect to sell even more chemicals in the future.
They are also working on new materials for electric vehicle batteries.
Some financial experts think the company will do great and told investors to buy.
Other experts are more careful and want to wait and see before deciding.
Gujarat Fluorochemicals reported Q1 FY27 revenue of ₹1,588 crore, up 24% year-on-year.
Profit after tax rose 20% to ₹219 crore, while EBITDA grew 24.4% to ₹428 crore with a 26.9% operating margin.
Management projected 15%-20% volume growth in fluoropolymers and said R32 capacity ran at peak utilisation during the quarter.
Revenue from the electric vehicles vertical nearly doubled to ₹29 crore from ₹15 crore a year earlier.
360 ONE raised its target price to ₹5,370 from ₹4,802, while Prabhudas Lilladher stayed cautious, saying battery chemicals may take longer to impact the top line.
- Who
- Gujarat Fluorochemicals, a Noida-based chemicals company, and its management, along with analysts at 360 ONE and Prabhudas Lilladher
- What
- The company reported strong Q1 FY27 earnings, held an analyst conference call projecting growth, and saw its stock continue to rally
- Where
- Noida, India
- When
- Thursday, a day after the company revealed its earnings for the first quarter of the financial year ending March 2027
- Why
- Strong quarterly results, robust demand for refrigerants and fluoropolymers, growth in electric vehicle-related revenue, and bullish brokerage upgrades
Bullish View
Cautious View
Growth outlook
Bullish View
360 ONE upgraded its valuation multiple by about 10%, citing strengthening growth visibility across core and new-age segments, with Advanced Battery Materials set to become the medium-term growth engine.
Cautious View
Prabhudas Lilladher expects Fluoropolymers to remain the chief top-line driver and believes Battery Chemicals may take longer to deliver a material top-line impact.
Stock valuation
Bullish View
The stock deserves a higher multiple of 39x (up from 35x), supporting a raised target price of ₹5,370.
Cautious View
With the stock trading at 53x FY28E EPS versus PL's 52x target multiple, the valuation already looks full, warranting a cautious stance.
Key facts
- Q1 FY27 Revenue
- ₹1,588 crore (+24% YoY)
- EBITDA
- ₹428 crore (+24.4% YoY)
- Operating Margin
- 26.9% (+10 bps)
- Profit After Tax
- ₹219 crore (+20% YoY)
- Chemicals Segment Revenue
- ₹1,610 crore (+16.6% YoY)
- EV Vertical Revenue
- ₹29 crore (vs ₹15 crore a year earlier)
- Fluoropolymer Volume Growth Guidance
- 15%-20%
- 360 ONE Target Price
- ₹5,370 (raised from ₹4,802)










