Stockrabit · Analysts
Questions across 2 calls

Archit Joshi

Nuvama Wealth

Gujarat Fluorochemicals Limited

Gujarat Fluorochemicals Limited CC-Jun26.pdf · 2026-05-26
Just had one question. Rather a clarification, if you can give on the R-32 capacity, we would be eventually at a 20,000 ton capacity of R-32, if I understand that correctly. Do we -- would we have any plans to add more capacity going into 2027 given that we have a sufficient quota from the baseline of the HCFCs and there's another year for us to make use of the time line to add more capacities. And on the same lines, how do we see the ramp-up of R-32 capacities in F '27? Any elaboration over there?
Got it. And this INR 220-odd crores capex, if I heard that currently, for R -32, this is for F '27, assuming that we would have that capacity towards the end of the year or we are very close to commissioning that capacity?
Gujarat Fluorochemicals Limited CC-Jun25.pdf · 2025-08-05
Good evening, team. And thanks f or the opportunity. Sir, the first question on the segment information that we have started providing from this quarter. I see that we sold roughly Rs. 5 crores in the previous quarter and Rs. 1 crores this quarter from EV products. And an addendum to that, if I just take a look at our capital employed disclosure, our Rs. 1,658 crores worth of segment assets have largely remained unchanged on a quarter -on-quarter basis. And we are expecting roughly Rs. 1,200 crores of CapEx infusion in the EV products business. Sir, first on the sales that we have done, sir, where is this exactly coming from? If you can elaborate a bit that what part of the EV product you started selling? And if Rs. 1,200 crores CapEx endeavor is still on track? And when do we expect the assets to start getting beefed up in the next few quarters? That will be my first question.
Sir, sorry, it’s still not kind of fully clear. I mean , I am just referring to the presentation where we have given a divide that you invest Rs. 400 crores this year in GFL and Rs. 1,200 crores in EV. And my question was largely pertaining to just getting a sense that how are we seeing CapEx in the EV part? Basically, are you sticking to the Rs. 1,200 crores yearly CapEx?