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Investor Presentation

Navin Fluorine International Investor Presentation: Key Takeaways

Navin Fluorine delivered strong Q1 FY27 results with 44% YoY revenue growth and 73% YoY Operating EBITDA growth, driven by expansion across HPP, Specialty Chemicals, and CDMO verticals.

Highlights
Revenue growth44% YoY for Q1 FY27.
MarginsEBITDA margin improved significantly YoY to 34.2%.
Order bookStrong momentum continues, backed by order book in CDMO.
Demand visibilityStrong order book visibility mentioned in Specialty and CDMO segments.
Management confidenceHigh, citing strong order visibility and structural growth in advanced materials.

Growth

Revenue rose 44% YoY to ₹1,045.1 Cr. Operating EBITDA Margin expanded 566 bps YoY to 34.2%. PAT up 108% YoY to ₹243.3 Cr.

Outlook

Ongoing capex includes ₹236.5 Cr for HFC, ₹120 Cr for Chemours, and ₹90 Cr for Advanced Materials adoption capacities.

Risks

Potential execution delays in large capex projects and pricing volatility in HFC markets.

Last quarter's promises, checked

Delivered

  • Commission AHF plant → Commissioned in Feb (Q4) (= BEAT)
  • HPP Q4 revenue growth → Delivered 20% YoY (= BEAT)
  • CDMO FY27 target $100m journey → Delivered ₹541 Cr FY26 (= BEAT)

Partly delivered

  • Nectar project utilization → 75-80% by FY28 vs earlier full target (= PARTIAL)
Source

Investor Presentation filed with NSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.

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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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14:56 IST BSE
Board Meeting Date

Navin Fluorine International Board Meeting Date

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.

11:56 IST NSE
Other Announcement

Navin Fluorine International Other Announcement

Navin Fluorine disclosed an ESG rating of '64.54 Performer' independently assigned by Niche99. The company clarified it did not engage Niche99; the score is based on public data.

16:11 IST BSE
Financial Results

Navin Fluorine International Q1 FY27 Results: Net Profit ₹243.3 Cr, Up 107.6% YoY

Navin Fluorine International Ltd reported revenue from operations of ₹1,045 Cr (+44.1% YoY) and net profit of ₹243.3 Cr (+107.6% YoY) for Q1 FY27.

Key figure
Net profit ₹243.3 Cr · +107.6% YoY