ALFA Finder| Revenue growth | 47% YoY growth in Q3; 44% growth for 9M FY26. |
|---|---|
| Margins | EBITDA margin reached 34.5%; structural shift toward 30% annual baseline. |
| Order book | Strong visibility for Q4 and beyond; CDMO visibility for 3 years. |
| Demand visibility | Strong order visibility in CDMO and Specialty Chemicals segments. |
| Management confidence | High; emphasizing execution excellence and strategic global partnerships. |
Growth
Revenue grew 44% in 9MFY26 to ₹2,376cr. EBITDA margins expanded to 34.5% due to high-value product mix.
Outlook
Targeting $100mn CDMO revenue. R32 expansion (15,000 MTPA) on track for Q3FY27 commissioning.
Risks
Rising input costs for Sulfur and Fluorspar. Product mix volatility could swing quarterly margins.
Earnings Call filed with BSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.
Navin Fluorine International Ltd: key numbers
- Share price
- ₹10,002.00
- Market cap
- ₹51,342 Cr
- Revenue (annual)
- ₹3,314 Cr
- Net profit (annual)
- ₹663.5 Cr
- P/E (TTM)
- 56.4×Sector 35.1×
- Promoter holding
- 27.08%+0.00% QoQ
- FII holding
- 23.38%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Navin Fluorine International Ltd
All →Navin Fluorine International Production Started
Navin Fluorine's HFC (R32) plant at Surat has commenced commercial operations, adding up to 15K MTPA of capacity. Production will ramp up progressively, following the ₹236.50 Crore capex approved in October 2025.
- HFC (R32) manufacturing capacity
- 15000.0 MTPA
Navin Fluorine International Earnings Call Transcript: Key Takeaways
Navin Fluorine delivered a massive 57% revenue growth driven by strong HPP and Specialty segments. Management maintained a robust 34.2% EBITDA margin despite a volatile geopolitical environment.
- Call
- Guides 25% growth
Navin Fluorine International Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue Rs 1,190.7 Cr (+57% YoY), EBITDA Rs 407.5 Cr (+66%), margin 34.2%, PAT Rs 269.2 Cr (+81%). Growth across all three verticals.
Navin Fluorine International Dividend
Navin Fluorine declared ₹8 per share interim dividend for FY 27. Record date is November 5, 2026; payment on or after November 26, 2026.
Navin Fluorine International Q2 FY27 Results: Net Profit ₹269.2 Cr, Up 81.4% YoY
Navin Fluorine International Ltd reported revenue from operations of ₹1,191 Cr (+57.0% YoY) and net profit of ₹269.2 Cr (+81.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹269.2 Cr · +81.4% YoY
Navin Fluorine International Order Update: ₹1,710 Cr
Navin Fluorine's subsidiary NFASL amended its $410M Honeywell/Solstice HFO contract, extending tenure to December 2032. Additional revenue potential is about $180M, taking total contract value to about $590M.
- Value
- ₹1,710 Cr
- From
- Solstice Advanced Materials US, Inc. (assignee of Honeywell International Inc.)
- Execution
- Extended to December 2032 (total 11 years)