ALFA Finder| Revenue growth | 44% YoY growth reaching ₹1044 Cr, primarily organic volume-led growth. |
|---|---|
| Margins | EBITDA margins expanded 566 bps to 34.2% due to productivity gains. |
| Demand visibility | Strong visibility in CDMO; Specialty Chemicals seeing robust order pipelines. |
| Management confidence | Extremely confident, emphasizing disciplined strategy execution and high-margin product pipelines. |
Growth
Revenue grew 44% YoY to ₹1044 Cr; Net Profit jumped 108% YoY to ₹243 Cr. Growth is volume-led in CDMO and Specialty segments.
Outlook
EBITDA margin guided in the 32-33% range. ₹3000 Cr capex planned over the next 3-4 years.
Risks
Pricing pressure in Latin American Agchem markets remains a headwind despite volume recovery. Over-reliance on a single European CDMO partner for phase-wise expansion.
Last quarter's promises, checked
Delivered
- Guided HFC expansion 15k MT R32 → delivered on track (BEAT)
- Guided 30% EBITDA margin benchmark → delivered 34.2% (BEAT)
- Guided CDMO revenue growth → delivered 82% YoY (BEAT)
Partly delivered
- Guided Nectar plant utilization 100% → delivered 75-80% (PARTIAL)
- Guided Chemours project completion June/July → delivered on track (PARTIAL)
Earnings Call Transcript 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.