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Earnings Call

Navin Fluorine International Earnings Call: Key Takeaways

Navin Fluorine reported strong FY26 performance with 41% revenue growth and significant margin expansion across HPP, Specialty, and CDMO verticals.

Why this was an Alfa AlertNot a filter event. Results show strong growth but no explicit prior management guidance range was provided to verify a material beat.
Highlights
Revenue growth41% YoY for FY26.
MarginsOperating EBITDA margin expanded 992 bps to 32.6% in FY26.
Demand visibilityStrong order visibility in Specialty; strong outlook for CDMO.
Management confidenceHigh, citing strong order visibility and momentum.

Growth

FY26 Revenue grew 41% to ₹3,314 cr; EBITDA rose 103% to ₹1,082 cr; PAT surged 130% to ₹664 cr.

Outlook

Major capex in HFC (₹236.5 cr) and MPP (₹75 cr) targeted for Q3FY27 commissioning; CDMO outlook strong into FY27.

Risks

Exigencies on host/company parts; market risks; competitive pressures in international markets.

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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