External broker reports(aggregated public sources), Emkay Global Financial Services Limited

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External broker reports(aggregated public sources)

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Equity Bottom-Up

Gujarat Fluorochemicals / Equity Bottom-Up

<ul><li>GFL conducted an analyst meet, which was represented by Chairman Vivek Jain, Executive Director Devansh Jain, and Dy MD and CEO Dr Bir Kapoor.</li><li>GFL highlighted its growth plans at the group level under InoxGFL group which include the chemicals and wind energy businesses.</li><li>Management expects the group’s EBITDA to quadruple over coming 3 years led by ramp up in both, battery chemicals and renewable energy businesses.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

GFL conducted an analyst meet, which was represented by Chairman Vivek Jain, Executive Director Devansh Jain, and Dy MD and CEO Dr Bir Kapoor.GFL highlighted its growth plans at the group level under InoxGFL group which include the chemicals and wind energy businesses.Management expects the group’s EBITDA to quadruple over coming 3 years led by ramp up in both, battery chemicals and renewable energy businesses.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Gujarat Fluorochemicals - Analyst Meet Update: Aggressive Guidance

Consumer Analyst / Channel Surveillance Specialist, Trudence Capital Advisors

Pranav Bhavsar

Consumer Analyst / Channel Surveillance Specialist

Trudence Capital Advisors

Trudence Capital Advisors Private Limited is a SEBI-registered Research Analyst, holding SEBI registration number INH000015747. Our firm is dedicated to providing independent and unbiased research on Indian mid to large-cap companies. Trudence Capital is known for its counter-consensus views, with a focus on forensic research and on-ground primary investigations. Our research approach is thorough, involving detailed analysis of accounting practices and governance, alongside extensive channel checks.

Independent & Unbiased Research

<ul>
<li>In this Insight, we share our channel inputs that might be relevant for <a href="https://www.smartkarma.com/entities/srf-ltd" target="_blank" data-smartkarma-citation="entities:3601:1" rel="noopener">SRF Ltd (SRF IN)</a>, <a href="https://www.smartkarma.com/entities/navin-fluorine-international" target="_blank" data-smartkarma-citation="entities:3511:1" rel="noopener">Navin Fluorine International (NFIL IN)</a>, and <a href="https://www.smartkarma.com/entities/gujarat-fluorochemicals-limited" target="_blank" data-smartkarma-citation="entities:44112:1" rel="noopener">Gujarat Fluorochemicals (FLUOROCH IN)</a>.</li>
<li>Weak demand and operational conditions in China have forced companies to focus on clearing inventory rather than maintaining prices, which has negatively impacted India's export-oriented companies.</li>
<li>Industry-Wide product cycles, especially in Specialty Chemicals, are shortening, which is a potential threat to leaders like <a href="https://www.smartkarma.com/entities/srf-ltd" target="_blank" data-smartkarma-citation="entities:3601:1" rel="noopener">SRF Ltd (SRF IN)</a>.</li>
</ul>


In this Insight, we share our channel inputs that might be relevant for SRF Ltd (SRF IN), Navin Fluorine International (NFIL IN), and Gujarat Fluorochemicals (FLUOROCH IN).
Weak demand and operational conditions in China have forced companies to focus on clearing inventory rather than maintaining prices, which has negatively impacted India's export-oriented companies.
Industry-Wide product cycles, especially in Specialty Chemicals, are shortening, which is a potential threat to leaders like SRF Ltd (SRF IN).


Specialty Chemicals Facing Product Cycle Shortening - A Threat to SRF (SRF IN)?

India

Gujarat Fluorochemicals Limited produces and distributes chemicals products. The Company offers polymers, additives, refrigerants, caustic soda lye, flakes, and other specialty chemicals. Gujarat Fluorochemicals markets its products globally.

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Gujarat Fluorochemicals - Analyst Meet Update: Aggressive Guidance

GFL conducted an analyst meet, which was represented by Chairman Vivek Jain, Executive Director Devansh Jain, and Dy MD and CEO Dr Bir Kapoor.

Emkay

Specialty Chemicals Facing Product Cycle Shortening - A Threat to SRF (SRF IN)?

Challenges faced by Indian export-oriented companies like SRF Ltd and Navin Fluorine International due to weak demand in China and shortening...

Pranav Bhavsar