Gujarat Fluorochemicals Ltd

Gujarat Fluorochemicals Ltd (GFL) has announced September 17, 2026, as the record date for determining shareholders eligible to receive a final dividend of ₹3.00 per equity share (300% on face value of Re. 1). This dividend is for the financial year ended March 31, 2026. The payment of the dividend, if approved by shareholders at the Eighth Annual General Meeting, will be subject to applicable tax deductions at source.

Gujarat Fluorochemicals Ltd has filed its Integrated Annual Report for the Financial Year 2025-26, in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The report includes the Notice of the Eighth Annual General Meeting (AGM), scheduled for Thursday, 24th September, 2026, at 11:30 A.M. IST via Video Conferencing. Remote e-voting will be open from 21st September to 23rd September, 2026. The company has fixed 17th September, 2026, as the Record Date for determining eligibility for e-voting and for the final dividend payment for FY 2025-26. The report details corporate overview, business vertical analysis, financial statements, and investor information, including a market capitalization of ₹33,290 Crores as of 31st March, 2026, and a declared dividend of ₹3.00 per Equity Share.

Gujarat Fluorochemicals Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26, as mandated by SEBI regulations. The report, an integral part of the Integrated Annual Report, details the company's corporate identity, business activities, operational footprint, and employee statistics. Key business segments include Polymers, Fluorochemicals, and Bulk Chemicals, contributing significantly to turnover. The company operates across 14 states nationally and serves 50 countries internationally, with exports forming 56.90% of its total turnover. The report also provides employee data, including gender distribution and details on differently-abled individuals, and notes reasonable assurance obtained for BRSR Core Indicators from Intertek India Private Limited.

Gujarat Fluorochemicals Ltd (GFL) has announced September 17, 2026, as the record date for determining shareholders eligible to receive a final dividend of ₹3.00 per equity share (300% on face value of Re. 1 each) for the financial year ended March 31, 2026. This dividend, if approved by shareholders at the Eighth Annual General Meeting, will be paid subject to applicable tax deductions. The company has made this intimation as per SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Gujarat Fluorochemicals Ltd has issued a notice for its Eighth Annual General Meeting (AGM) for the Financial Year 2025-26. The AGM is scheduled for Thursday, September 24, 2026, at 11:30 AM IST, to be conducted via Video Conferencing/Other Audio Video Means. The company has set September 17, 2026, as the record date for determining eligibility for e-voting and for the final dividend payment. Remote e-voting will be open from September 21 to September 23, 2026. Key agenda items include the adoption of financial statements for FY 2025-26, declaration of a final dividend of ₹3.00 per equity share, re-appointment of Mr. Niraj Kishore Agnihotri as Director, and re-appointment of Dr. Bir Kapoor as Deputy Managing Director with remuneration up to ₹8.00 Crores per annum.

Gujarat Fluorochemicals Ltd announced its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The Board of Directors also approved the re-appointment of Dr. Bir Kapoor as Deputy Managing Director, Mr. Niraj Kishore Agnihotri as Whole-time Director, and the appointment of Mr. Jignesh Kantilal Parmar as an Additional and Whole-time Director. The company also noted the resignation of Mr. Shesh Narayan Pandey as Whole-time Director and Director.

Gujarat Fluorochemicals' consolidated revenue rose 23.97% YoY to ₹1,588 Cr (+16.0% QoQ from ₹1,369 Cr), comfortably ahead of Uniresearch's Street preview of ₹1,395 Cr (+8.9% YoY). Consolidated PAT of ₹219 Cr grew 20.33% YoY (from a restated ₹182 Cr base; originally reported as ₹184 Cr) but landed roughly 21% below the Street's ₹276 Cr estimate (+50% YoY), making this a revenue-beat/profit-miss quarter. Standalone PAT of ₹201 Cr (EPS ₹18.35) grew only 8.65% YoY versus consolidated's 20.33%, a meaningful basis divergence driven by faster growth in overseas and EV-linked operations that show up only at the consolidated level. The Chemicals segment carried the quarter: segment PBT rose 34.9% YoY to ₹352 Cr on 25.1% revenue growth (₹1,610 Cr vs ₹1,287 Cr), keeping segment EBITDA broadly stable near 27% of revenue. But the EV Products segment's PBT loss widened to ₹42 Cr from ₹14 Cr a year ago as the battery-materials ramp-up continues, and because those losses attract no deferred-tax benefit, the group's effective tax rate climbed to ~29.4% from ~26.3% YoY — the main reason PAT growth (20.33%) trailed PBT growth (25.5% YoY, to ₹310 Cr) and consolidated net margin slipped to 13.7% from ~14% a year ago. Against management's FY27 guidance of 15-20% growth in fluoropolymers and a ₹3,150 Cr capex plan (₹2,300 Cr to EV, ₹850 Cr to GFL), the quarter looks on track: Chemicals segment growth of 25% YoY runs ahead of the guided range, and the company funded ₹290 Cr into GFCL EV Products preference shares and ₹52 Cr into Flurry Wind Energy this quarter. No management press-release commentary was available for this filing to cross-check framing. Comparatives were also restated this quarter — Q4FY26 and Q1FY26 consolidated PAT were revised down by ₹9 Cr and ₹2 Cr respectively — after the company derecognised a deferred tax asset at GFCL EV Products (Note 4); this is a non-cash, EV-segment-specific accounting change and does not affect the Chemicals business. Neither quarter carried an exceptional item, so YoY growth is clean, but the QoQ PAT jump of 119% (off a ₹100 Cr restated base) is a low-base artifact from Q4FY26, which itself carried a ₹3 Cr exceptional charge, and should not be read as sequential momentum. Going forward the print sets up two things to track: whether Chemicals growth holds near the 25% pace or reverts toward the 15-20% guided band, and whether EV Products losses (₹42 Cr PBT loss this quarter) start narrowing toward the FY29 targets of >25% EBITDA margin and 2x asset turns that management has flagged.

Gujarat Fluorochemicals Ltd has announced that its Board of Directors will convene on August 12, 2026. The primary agenda item is to consider and approve the unaudited standalone and consolidated financial results for the quarter ending June 30, 2026. Concurrently, the company has confirmed the trading window for dealing in its securities will remain closed from July 1, 2026, until 48 hours after the financial results are declared.

Gujarat Fluorochemicals Limited (GFCL) has received No Objection Letters from BSE Limited and National Stock Exchange of India Limited for its Composite Scheme of Arrangement. This scheme involves Inox Leasing and Finance Limited (ILFL), Inox Holdings and Investments Limited (IHIL), and GFCL. The company had previously filed draft schemes on October 29, 2024, and December 26, 2024. The stock exchanges' 'No Objection' signifies a step forward in the regulatory approval process for the arrangement, which is governed by Sections 230-232 of the Companies Act, 2013. SEBI has also provided comments on the draft scheme, emphasizing compliance with various regulations and disclosure requirements.

Gujarat Fluorochemicals Limited (GFL) announced its strategic intent to expand its refrigerant capacity, aiming to fully utilize its entitlements under the Montreal Protocol and Kigali Amendment. This expansion includes adding R134A to its existing portfolio of R32, R22, R125, and R410A. The move is driven by growing demand for refrigerants, fueled by increased air-conditioning adoption in India and international markets. GFL leverages its integrated manufacturing, global network, and customer relationships to capitalize on this growth. The company has the necessary approvals and compliance mechanisms in place to support this expansion and optimize its product mix for long-term stakeholder value.