ALFA Finder| Revenue growth | 44% YoY for Q1 FY27. |
|---|---|
| Margins | EBITDA margin improved significantly YoY to 34.2%. |
| Order book | Strong momentum continues, backed by order book in CDMO. |
| Demand visibility | Strong order book visibility mentioned in Specialty and CDMO segments. |
| Management confidence | High, 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)
Investor Presentation filed with NSE, 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.