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Earnings Call

Navin Fluorine International Earnings Call: Key Takeaways

Navin Fluorine delivered strong FY26 performance with 41% revenue growth and 130% PAT growth, driven by specialty chemicals and CDMO segments.

Highlights
Revenue growth41% Y-o-Y growth for FY26.
MarginsOperating EBITDA margin expanded 992 bps to 32.6% in FY26.
Demand visibilityStrong order visibility in Specialty Chemicals; constructive HFC pricing environment.
Management confidenceHigh; strong outlook into FY27 and beyond for CDMO.

Growth

FY26 Revenue up 41% (Rs. 3,314 cr); Operating EBITDA up 103% (Rs. 1,082 cr); PAT up 130% (Rs. 664 cr).

Outlook

Ongoing capex in HFC (Rs. 236.5 cr), MPP (Rs. 75 cr), and Advanced Materials (Rs. 120 cr) targeting commissioning by FY27.

Risks

Global demand-supply dynamics in HFC; transition to low GWP gases; project execution timelines for ongoing capex.

Source

Earnings Call filed with BSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.

Read the document ↗

Navin Fluorine International Ltd: key numbers

Share price
₹8,584.50
Market cap
₹44,042 Cr
Revenue (annual)
₹3,314 Cr
Net profit (annual)
₹663.5 Cr
P/E (TTM)
55.8×Sector 37.5×
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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