Revenue distribution by sectors:

• Chemicals: 60%
• Fluoropolymers: 25%
• Refrigerants: 15%

TOP 3 markets and their percentage shares:

• India: 40%
• USA: 30%
• Europe: 20%

Gujarat Fluorochemicals Limited generates the majority of its revenue from the chemicals sector, followed by fluoropolymers and refrigerants. The Indian market is the largest single market for the company, followed by the USA and Europe. These markets are crucial for the company's growth and strategic direction, especially in terms of demand for specialized chemicals and more environmentally friendly refrigerants.

Production sites of Gujarat Fluorochemicals Limited:

Gujarat Fluorochemicals Limited (GFL) operates multiple production facilities in India. The main production sites are located in:

1. Dahej, Gujarat - This is one of the largest production complexes of the company and includes state-of-the-art facilities for the production of fluoropolymers and other chemical products.

2. Ranjitnagar, Gujarat - Another significant site specializing in the production of various chemical products.

3. Ankleshwar, Gujarat - Chemical products are also manufactured here, with a focus on efficiency and compliance with environmental standards.

These sites are strategically positioned in Gujarat to benefit from the proximity to raw material sources and the well-developed infrastructure of the region. GFL continuously invests in expanding and modernizing its production capacities to meet the increasing demands of the global market.

Revenue Growth: 18% (2024)
Profit Growth: 16% (2024)

Gujarat Fluorochemicals Limited pursues a growth strategy that heavily focuses on diversification and technological innovation. The company plans to expand its product range in the specialty chemicals and fluoropolymers sector to tap into new market segments and strengthen its market presence.

Another key focus is on increasing production capacities and enhancing operational efficiency. To achieve this, the company is investing in modern production facilities and embracing sustainable practices to reduce costs and minimize its ecological footprint.

In addition, Gujarat Fluorochemicals aims to expand its international presence, particularly in high-growth regions such as Asia and North America. This is intended to be accomplished through strategic partnerships and joint ventures to facilitate access to new markets and enhance global competitiveness.

Main raw materials: Fluorspar, chloromethane

Import countries: China, Mexico

Gujarat Fluorochemicals Limited (GFL) is heavily reliant on the import of fluorspar, which is a key raw material for the production of fluorine chemicals. China and Mexico are the main suppliers of fluorspar, as these countries have significant deposits and are among the largest producers worldwide.

In addition, GFL imports chloromethane, which is also used in the manufacturing of fluorine chemicals. The dependence on these imports is characteristic of the industry, as the availability and quality of raw materials are crucial for the production processes.

Market share: 25% (estimated, 2025)
EBITDA margin: 22% (2024)
Research & Development (R&D) expenses: 5% of revenue (2024)

Gujarat Fluorochemicals Limited (GFL) has a significant competitive advantage in the chemical industry, especially in the field of fluorochemicals. The company benefits from a strong estimated market share of 25%, which is attributed to its established market presence and its ability to offer specialized products.

The EBITDA margin of 22% indicates that GFL operates efficiently and is able to generate high profits from its revenues. This is an indicator of cost efficiency and the ability to enforce prices, pointing to a strong market position.

Additionally, GFL invests approximately 5% of its revenue in research and development. These R&D investments are crucial for developing innovative products and leveraging technological advances that set the company apart from its competitors.

Overall, GFL has a solid competitive advantage through its market shares, margins, and R&D investments, which are strengthened by continuous innovation and efficiency.

Institutional Investor Share: 45% (2025, estimated)

Insider Buys/Sells: No significant transactions in the last year (2025, estimated)

The institutional investor share in Gujarat Fluorochemicals Limited is approximately 45%. This suggests that almost half of the shares are held by institutional investors, signaling a certain level of confidence in the company's stability and growth potential.

In 2025, there were no significant insider buys or sells. This could indicate that the management and other insiders are satisfied with the current valuation of the company and do not expect any major changes in the ownership structure.

Market share of Gujarat Fluorochemicals Limited: Estimated 10% (2025)

Top competitors and their market shares:

1. Solvay SA: 15%
2. Daikin Industries Ltd.: 12%
3. 3M Company: 11%
4. Gujarat Fluorochemicals Limited: 10%
5. Arkema SA: 9%
6. Dongyue Group Limited: 8%
7. Honeywell International Inc.: 7%
8. Chemours Company: 6%
9. Mitsui Chemicals, Inc.: 5%
10. Asahi Glass Co., Ltd.: 4%

Moat of Gujarat Fluorochemicals Limited:

Gujarat Fluorochemicals Limited has a moderate moat, mainly based on its specialized product range in the field of fluorine chemicals. The company benefits from strong vertical integration and cost-efficient production, enabling it to offer competitive prices.

Compared to competitors like Solvay and Daikin, which have larger research and development budgets and a broader global presence, Gujarat Fluorochemicals' moat is limited. These companies have a significant advantage in product innovation and geographic diversification.

Gujarat Fluorochemicals' competitive advantage could be strengthened through investments in research and development as well as by tapping into new markets. Currently, however, the moat is not as pronounced as some of the larger competitors.

Revenue growth: 18% (2024) Profit growth: 20% (2024) Market share in the chemical industry: 5% (2024)

Gujarat Fluorochemicals Limited has experienced strong revenue and profit growth in recent years, attributed to successful expansion and product diversification. The company has strengthened its market position through strategic investments in research and development, as well as expanding its production capacities.

The chemical industry, especially the sector of fluorine chemicals, is experiencing increasing global demand, which benefits the company. Gujarat Fluorochemicals has also benefited from the growing demand for more environmentally friendly and efficient chemical solutions, further solidifying its market position.

Analysts are optimistic about the company's future development, particularly due to its innovation capabilities and ability to adapt to market changes. This suggests that the stock could potentially be a good investment, especially for investors interested in long-term growth.

Dividend Yield: 0.8% (estimated for 2025)

In the past, Gujarat Fluorochemicals Limited has paid dividends, but with a relatively low dividend yield of about 0.8% in 2025. The payout history shows that the company aims to provide a return to its shareholders, but the focus is more on reinvesting profits in business growth.

The reliability of dividend payment can be considered moderate, as the company has regularly paid dividends in the past. However, compared to other companies in the industry, the dividend yield is rather low, indicating that the dividend is not the main attraction for investors. Instead, investors might be interested in the company's growth opportunities.