Gujarat Fluorochemicals Gains 34% In 3 Months As ₹6,000 Crore Capex Plan Fuels Growth Outlook

  • Posted: 11 Sep 2026, 11:39 AM IST
  • 2 Min. Read

Gujarat Fluorochemicals Gains 34%
Gujarat Fluorochemicals shares have gained nearly 34% in three months.

Gujarat Fluorochemicals shares have gained nearly 34% over the past three months, supported by the company’s revenue and profit growth in the June quarter. The company is also planning ₹6,000 crore of capital expenditure over two years.

Gujarat Fluorochemicals Limited shares have risen close to 34% in the previous three months, supported by the June-quarter results and the company’s growth plans.

The company is preparing to increase capacity in higher-end fluoropolymers used across semiconductors, data centres, electronics, automotive and green hydrogen applications.

At 10:59 AM on 11 September 2026, Gujarat Fluorochemicals share price was ₹4,777 on the National Stock Exchange (NSE), down 0.19% from the previous close of ₹4,786.30. The stock opened at ₹4,750 and touched a high of ₹4,820 in the early trade.

Gujarat Fluorochemicals shares’ rally has been supported by its revenue and profit growth reported for the June quarter. Revenue rose 24% year-on-year (YoY), and net profit increased 20% YoY.

The company has outlined a ₹6,000 crore capital expenditure programme over two years. Of this, around ₹2,300 crore is planned for electric vehicle (EV)-related projects, while approximately ₹800 crore is earmarked for the chemicals business in FY27.

The Gujarat Fluorochemicals stock is trading at a price-to-earnings (P/E) multiple of 89. This compares with its three-year and five-year average P/E multiples of 59 and 36, respectively.

This makes the company's planned expansion and the development of its battery materials business important factors for the stock's outlook.

The company expects its fluoropolymers business to grow by 17-20% annually, supported by a higher contribution from high-value products. Lithium-ion battery material LiPF6 is expected to be a key contributor in FY27.

The company's earnings per share (EPS) is expected to rise to ₹86.5 in FY28 from ₹52.5 in FY26. Return on equity (ROE) is also expected to improve to 10.4% from 7.6%.

The company's existing R32 refrigerant gas capacity is operating at peak utilisation. The company expects to commission additional capacity by the end of the September quarter. By the end of FY27, the company expects to offer a broader range of refrigerants across global markets.

Also Read - ESDS Software Solution Shares Surge Nearly 290% From IPO Price In Five Sessions

This article is for informational purposes only and should not be considered investment advice from Kotak Neo. For compliance T&C and disclaimers, Visit www.kotakneo.com/disclaimer

About the Author
Vishwa Ved
Vishwa Ved

Vishwa has spent 10+ years across fintech and FMCG doing what most people miss, connecting the dots, catching trends before they trend, and finding the angle nobody else thought to ask about.

At Kotak Neo, she drives content strategy for neoshorts, Kotak News Desk, and Investing Guide, turning market noise into something worth reading.

When she's not decoding markets, she trades charts for canvases, chasing art, painting, and architecture across cities she's yet to explore.

Right Tools, Rich Insights

Open Demat Account

Open a Free Demat Account and
Enjoy ₹0 Brokerage For First 30 Days