FLUOROCHEM

What Gujarat Fluorochemicals promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 17 tracked 3 delivered 4 missed 10 open
  • EV Business Revenue Start delivered, diluted said Q4 FY25 Promised: Revenue to 'trickle in' towards the second half of FY26 Q1 FY27: No update, promise achieved.
  • R-32 Capacity (Phase 1) missed said Q3 FY25 Promised: 20,000 tons by end of Q4 FY26 Q1 FY27: Remains missed. Management now targeting full utilization of the 20,000 ton capacity by calendar year 2027.
  • Battery Materials EBIT Break-even at risk said Q2 FY26 Promised: Achieve EBIT break-even in FY27 Q1 FY27: Oman battery materials project put on hold and relocated to India, losing specific funding. Management now states full potential will reflect from FY28, putting the FY27 break-even target at risk.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 17 tracked commitments for Gujarat Fluorochemicals — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens