| Revenue growth | FY26 revenue up 41% YoY; Q4 up 34% YoY. |
|---|---|
| Margins | EBITDA margins expanded significantly to 32.6% in FY26. |
| Order book | Robust order book across verticals supports FY27 growth targets. |
| Demand visibility | Strong order book and visibility across HFO, CDMO, and specialty chemicals. |
| Management confidence | Confident, highlighting consistent execution across six consecutive quarters of growth. |
Growth
FY26 Revenue grew 41% to ₹3,314cr; EBITDA doubled to ₹1,082cr with significant 992bps margin expansion.
Outlook
Targeting $100M CDMO revenue by FY27; major capex projects (R-32, MPP, Ke-Mo) commissioning in FY27.
Risks
Global geopolitical volatility affecting energy and logistics; potential R-32 pricing pressure from new domestic capacities.
Earnings Call filed with BSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.
Navin Fluorine International Ltd: key numbers
- Share price
- ₹9,733.00
- Market cap
- ₹49,961 Cr
- Revenue (annual)
- ₹3,314 Cr
- Net profit (annual)
- ₹663.5 Cr
- P/E (TTM)
- 54.9×Sector 35.5×
- 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 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)
Navin Fluorine International Employee Stock Options
Navin Fluorine allotted 23,500 equity shares to employees on exercise of options under its ESOP Scheme 2017. No cash consideration or transaction value is stated in the filing.