| Revenue growth | 44% YoY growth driven by HPP, Specialty, and CDMO. |
|---|---|
| Margins | EBITDA margin 34.2%, up 566 bps YoY; target 32-33% range. |
| Order book | Visibility on 4-5 new molecules in Agchem space. |
| Demand visibility | Strong pipeline in advanced materials and long-term R32 demand. |
| Management confidence | High; company became net debt free during the quarter. |
Growth
Revenue grew 44% YoY to INR 1,044 Cr. EBITDA up 73% to INR 357 Cr; PAT up 108% to INR 243 Cr.
Outlook
Ongoing capex includes INR 90 Cr for advanced materials, INR 125 Cr for CDMO Phase 2, and R32 expansion.
Risks
Pricing pressure in Agchem (LatAm market) and global supply chain risks due to geopolitical tensions.
Last quarter's promises, checked
Delivered
- HFC/R32 expansion on track → Delivered Q1 FY27 capacity online (= BEAT)
- Target 30% (+/- 2%) EBITDA margins → Delivered 34.2% (= BEAT)
- CDMO revenue target $100m/INR 541cr+ path → Delivered 82% YoY growth (= BEAT)
Partly delivered
- Nectar project utilization 75-80% by FY28 → Ongoing ramp-up (= PARTIAL)
- Chemours project commissioning June/July 2026 → Transitioning to revenue phase (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Navin Fluorine International Ltd
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Navin Fluorine International Limited has scheduled a board meeting for October 30, 2026. The board will consider Q2 FY27 financial results and an interim dividend.
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