| Revenue growth | 44% YoY growth reaching ₹1044 Cr, primarily organic volume-led growth. |
|---|---|
| Margins | EBITDA margins expanded 566 bps to 34.2% due to productivity gains. |
| Demand visibility | Strong visibility in CDMO; Specialty Chemicals seeing robust order pipelines. |
| Management confidence | Extremely confident, emphasizing disciplined strategy execution and high-margin product pipelines. |
Growth
Revenue grew 44% YoY to ₹1044 Cr; Net Profit jumped 108% YoY to ₹243 Cr. Growth is volume-led in CDMO and Specialty segments.
Outlook
EBITDA margin guided in the 32-33% range. ₹3000 Cr capex planned over the next 3-4 years.
Risks
Pricing pressure in Latin American Agchem markets remains a headwind despite volume recovery. Over-reliance on a single European CDMO partner for phase-wise expansion.
Last quarter's promises, checked
Delivered
- Guided HFC expansion 15k MT R32 → delivered on track (BEAT)
- Guided 30% EBITDA margin benchmark → delivered 34.2% (BEAT)
- Guided CDMO revenue growth → delivered 82% YoY (BEAT)
Partly delivered
- Guided Nectar plant utilization 100% → delivered 75-80% (PARTIAL)
- Guided Chemours project completion June/July → delivered on track (PARTIAL)
Earnings Call Transcript filed with NSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.
Navin Fluorine International Ltd: key numbers
- Share price
- ₹8,490.00
- Market cap
- ₹43,557 Cr
- Revenue (annual)
- ₹3,314 Cr
- Net profit (annual)
- ₹663.5 Cr
- P/E (TTM)
- 55.2×Sector 36.8×
- Promoter holding
- 27.08%-0.03% QoQ
- FII holding
- 23.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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