Gujarat Fluorochemicals Share Price Hits 4-Month High After Strong 12-Session Rally

Gujarat Fluorochemicals (GFL) has turned the tide in the stock market. After months of underperformance, the stock is showing signs of renewed strength. On Tuesday, September 23, the share price climbed nearly 1% in intraday trade to touch ₹3,928 — its highest level in four months.

This marks the fifth straight session of gains, extending a winning streak that has surprised investors after a long dry spell.

Stock Market Today: Gujarat Fluorochemicals Rebounds

For much of the last five months, GFL’s share price had been on a downward trend. That changed in September.

• In the past 12 trading sessions, the stock has surged 17.5%.
  
  
• For the month alone, it has gained 14.23%.
  
  
• The momentum has lifted the stock out of a prolonged slump.
  
  

Such a sharp rebound after months of weakness has brought Gujarat Fluorochemicals back into focus in the broader market.

What’s Driving the Upside?

The turnaround has coincided with positive regulatory moves in the chemicals space. The Directorate General of Trade Remedies (DGTR) has recommended a five-year anti-dumping duty (ADD) on PTFE (Polytetrafluoroethylene) imports, particularly from China and Russia.

This is a significant development because Gujarat Fluorochemicals has a strong presence in the domestic PTFE market. The company currently accounts for an estimated 40–45% market share in India.

Company Snapshot: Gujarat Fluorochemicals at a Glance

The recent performance of GFL can be better understood by looking at its production and sales dynamics:

• PTFE Capacity Utilisation (FY25): Around 70–72%
  
  
• Sales Volume: Roughly 17,000–18,000 tonnes
  
  
• Domestic Sales Share: About 20–25% of total, i.e., 3,500–4,500 tonnes
  
  

Meanwhile, competitor SRF has an estimated 5,000-tonne PTFE capacity, but with lower utilisation levels of around 50%, translating to 1,400–1,800 tonnes sold in FY25.

That puts India’s total PTFE market in the 9,500–10,500 tonne range. With SRF expected to gradually scale up operations, competition in the domestic market may intensify.

Why This Matters for Investors

The anti-dumping duty is designed to protect Indian manufacturers from cheaper imports, potentially boosting GFL’s position in the PTFE segment. For the company, this move could translate into better realisations and improved profitability on its domestic sales base.

At the same time, market watchers are keeping an eye on industry developments such as rising competition and future demand in emerging sectors like EV battery chemicals.

Key Takeaways

• Gujarat Fluorochemicals share price has rebounded after a five-month slump, gaining 17.5% in 12 sessions.
  
  
• The stock touched a 4-month high of ₹3,928 in intraday trade on September 23.
  
  
• DGTR’s recommendation of a five-year anti-dumping duty on PTFE imports provides a regulatory tailwind.
  
  
• GFL commands a strong 40–45% share in India’s PTFE market, with 17,000–18,000 tonnes of sales in FY25.
  
  
• Domestic PTFE demand is estimated at 9,500–10,500 tonnes, with competition from SRF adding another dimension.
  
  

Summary

The Gujarat Fluorochemicals share price has staged a powerful comeback, driven by regulatory support and strong market positioning in PTFE. With its recent run-up, the stock has broken free from months of weakness and is back in the spotlight on Dalal Street.

The anti-dumping duty on PTFE imports marks a crucial policy shift, strengthening domestic players like GFL. While competition is expected to rise, the company’s scale and market share keep it firmly in play in India’s fluorochemicals landscape.