Gujarat Fluorochemicals Limited Just Beat EPS By 11%: Here's What Analysts Think Will Happen Next

Gujarat Fluorochemicals Limited (NSE:FLUOROCHEM) last week reported its latest quarterly results, which makes it a good time for investors to dive in and see if the business is performing in line with expectations. Revenues ₹11b disappointed slightly, at5.2% below what the analysts had predicted. Profits were a relative bright spot, with statutory per-share earnings of ₹11.47 coming in 11% above what was anticipated. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

Check out our latest analysis for Gujarat Fluorochemicals

Following the latest results, Gujarat Fluorochemicals' ten analysts are now forecasting revenues of ₹64.7b in 2026. This would be a sizeable 39% improvement in revenue compared to the last 12 months. Per-share earnings are expected to shoot up 123% to ₹92.46. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹66.7b and earnings per share (EPS) of ₹100 in 2026. The analysts are less bullish than they were before these results, given the reduced revenue forecasts and the small dip in earnings per share expectations.

The analysts made no major changes to their price target of ₹3,972, suggesting the downgrades are not expected to have a long-term impact on Gujarat Fluorochemicals' valuation. There's another way to think about price targets though, and that's to look at the range of price targets put forward by analysts, because a wide range of estimates could suggest a diverse view on possible outcomes for the business. Currently, the most bullish analyst values Gujarat Fluorochemicals at ₹4,783 per share, while the most bearish prices it at ₹2,940. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.

One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. The analysts are definitely expecting Gujarat Fluorochemicals' growth to accelerate, with the forecast 30% annualised growth to the end of 2026 ranking favourably alongside historical growth of 15% per annum over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to grow their revenue at 13% per year. Factoring in the forecast acceleration in revenue, it's pretty clear that Gujarat Fluorochemicals is expected to grow much faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Gujarat Fluorochemicals. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that said, the long-term trajectory of the company's earnings is a lot more important than next year. At Simply Wall St, we have a full range of analyst estimates for Gujarat Fluorochemicals going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Gujarat Fluorochemicals .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.