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Earnings Call

Navin Fluorine International Earnings Call: Key Takeaways

Navin Fluorine reported strong FY26 growth with revenues up 41% to ₹3,313.9 cr and PAT up 130% to ₹664 cr, driven by scaling CDMO and Specialty segments.

Why this was an Alfa AlertNot a filter event. While growth is strong, results meet rather than materially beat management's own specific stated guidance range.
Highlights
Revenue growth41% YoY for FY26
MarginsEBITDA margin improved 992 bps to 32.6% in FY26
Demand visibilityStrong order visibility in Specialty and CDMO
Management confidenceHigh, supported by order visibility and multi-year partnerships

Growth

FY26 revenue +41% YoY; Operating EBITDA +103% YoY; PAT +130% YoY. CDMO segment led growth at 59% YoY.

Outlook

Ongoing capex in HFC, MPP, and Advanced Materials targeting ₹740-985 cr peak revenue; HFC/MPP commissioning by Q3FY27.

Risks

Exigencies in meeting schedules; dependency on global innovator pipelines and potential market volatility in HFC realizations.

Source

Earnings Call filed with NSE, 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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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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Navin Fluorine International Other Announcement

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