Gujarat Fluorochemicals makes fluoropolymers (PTFE and related grades), refrigerant gases, and fluorospecialty chemicals, with its integrated fluorspar-to-downstream chain giving it control over a key raw material. Its advantage is that few producers outside China can match that integration at scale, and fluoropolymers used in semiconductors, EV batteries and high-spec industrial seals are hard to substitute. The main near-term driver is the ramp of specialty and electronics-grade capacity, which supports 24.0% revenue growth and a 52.4% gross margin. At 77.3 times trailing earnings the stock is expensive on past profits, but the forward multiple of 38.7 times shows the market is pricing in a sharp earnings step-up, so the case rests on whether that expansion delivers. It is worth a deeper look to test how durable the margin is once new capacity comes online and how exposed the business is to refrigerant regulation.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:53 CEST | ACCE price target | ₹4000 | first publication | ₹4304 |
Answered from Gujarat Fluorochemicals Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| FLUOROCHEM.NS Gujarat Fluorochemicals Limited | ₹4236.10 | - | - | 76.1x | - | 81 | 66 |
| 4183.T Mitsui Chemicals, Inc. | ¥2056.00 | - | - | 11.5x | 8.0% | 47 | 64 |
| LINDEINDIA.NS Linde India Limited | ₹5900.50 | - | - | 89.3x | - | 89 | 44 |
| 4182.T Mitsubishi Gas Chemical Company, Inc. | ¥3539.00 | - | - | - | -3.4% | 40 | 62 |
| 4203.T Sumitomo Bakelite Company Limited | ¥7788.00 | - | - | 21.7x | - | 71 | 75 |
| BERGEPAINT.NS Berger Paints India Limited | ₹469.95 | - | - | 44.7x | - | 76 | 52 |
| 4403.T NOF Corporation | ¥2822.00 | - | - | 16.5x | 13.8% | 75 | 62 |
Where FLUOROCHEM.NS ranks against its sector peers on each metric.