Questions across 4 calls

Yash Shah

Investec

Gujarat Fluorochemicals Limited

Gujarat Fluorochemicals Limited CC-Sep24.pdf · 2024-10-29

I just had one clarification question. Earlier in the call, you said that we would like to self -fund our capex for the EV business and -- which will require capex of about INR5,000 crores by '27 crores and INR6,000 crores by '28. Does it mean that we'll be raising more INR4,000 crores and INR5,000 crores, respectively, for the EV business? And if so, through what mediums have we planned on that? That's all, sir.

Sir, do we expect to have internal accruals of INR1,500 crores to INR2,000 crores by FY '26 to incur capex in '27?

Gujarat Fluorochemicals Limited CC-Mar24.pdf · 2024-05-06

Sir, I just had one clarification question, if you can please share the volume degrowth which you've had in the Fluoropolymer segment for the whole year of FY24, I just wanted clarification on that?

As compared to FY 23 on the Fluoropolymer segment , what kind of deg rowth, what we have witnessed just in the Fluoropolymer segment?

Gujarat Fluorochemicals Limited CC-Dec23.pdf · 2024-02-07

Hi sir, Thank you for this opportunity. Sir, my first question was regarding sourcing of the lithium. We were in basically trying to source the lithium and had had appointed ENY as well in the last for the last 6 quarters. And as we've also mentioned in the past that how pertinent is to source for the EV business. Can you provide some update on that? Now where are we and basically given that in the past it was only limited to the LIPF 6 business. But right now, we are also catering to the LFP along with the additive as well. So given that the lithium supply will, demand would increase, so where are we right now?

Got it, sir. Sir, one other last small question. Regarding the new product segments which we are entering into can you basically give a broad idea of the segment wise of which is going to be a binary market? Is it going to be domestic market? Or is it going to be the export market? Like in the case of electrolyte pollination, you obviously can't export it. So the domestic market is going to be a key. But whereas in terms of the other segments, can you give some broad idea? If we are targeting more towards export or the domestic market?

Gujarat Fluorochemicals Limited CC-Sep23.pdf · 2023-11-03

Sir, first question was regarding on the Ref Gas side. We mentioned during our opening comments that the business was impacted majorly because of phasing out in U.S. Just wanted to understand from you, sir, wasn't this supposed to be helpful for us that we would have been able to send the U.S. producers won't be like cutting down on the production that would have given us an advantage? I just wanted some clarification on that front, first.

Yes, with the US phasing out. Yes, with the U .S. phasing out, sir, was that not supposed to benefit us is what my question is, sir, on the Ref Gas front.