Stock Analysis

Here's What Analysts Are Forecasting For Gujarat Fluorochemicals Limited (NSE:FLUOROCHEM) Following Its Earnings Miss

Gujarat Fluorochemicals Limited (NSE:FLUOROCHEM) missed earnings with its latest second-quarter results, disappointing overly-optimistic forecasters. It looks like a clear earnings miss, with both revenues and earnings falling well short of analyst predictions. Revenues of ₹12b missed by 12%, and statutory earnings per share of ₹16.31 fell short of forecasts by 11%. 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. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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NSEI:FLUOROCHEM Earnings and Revenue Growth November 14th 2025

Taking into account the latest results, the most recent consensus for Gujarat Fluorochemicals from eleven analysts is for revenues of ₹54.4b in 2026. If met, it would imply a solid 12% increase on its revenue over the past 12 months. Per-share earnings are expected to step up 16% to ₹71.66. Yet prior to the latest earnings, the analysts had been anticipated revenues of ₹58.0b and earnings per share (EPS) of ₹72.15 in 2026. So it looks like the analysts have become a bit less optimistic after the latest results announcement, with revenues expected to fall even as the company is supposed to maintain EPS.

View our latest analysis for Gujarat Fluorochemicals

The average price target was steady at ₹3,899even though revenue estimates declined; likely suggesting the analysts place a higher value on earnings. Fixating on a single price target can be unwise though, since the consensus target is effectively the average of analyst price targets. As a result, some investors like to look at the range of estimates to see if there are any diverging opinions on the company's valuation. There are some variant perceptions on Gujarat Fluorochemicals, with the most bullish analyst valuing it at ₹5,298 and the most bearish at ₹3,000 per share. 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.

Taking a look at the bigger picture now, one of the ways we can understand these forecasts is to see how they compare to both past performance and industry growth estimates. The analysts are definitely expecting Gujarat Fluorochemicals' growth to accelerate, with the forecast 24% annualised growth to the end of 2026 ranking favourably alongside historical growth of 11% 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.

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The Bottom Line

The most important thing to take away is that there's been no major change in sentiment, with the analysts reconfirming that the business is performing in line with their previous earnings per share estimates. They also downgraded Gujarat Fluorochemicals' revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. Even so, earnings per share are more important to the intrinsic value of the business. 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 2028, and you can see them free on our platform here..

It might also be worth considering whether Gujarat Fluorochemicals' debt load is appropriate, using our debt analysis tools on the Simply Wall St platform, here.

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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.

About NSEI:FLUOROCHEM

Gujarat Fluorochemicals

Engages in the manufacture and trading of refrigerant gases, fluorochemicals, fluoropolymers, battery chemicals, wind energy, and renewable energy solutions in India, Europe, the United States, and internationally.

Flawless balance sheet with high growth potential.

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