| Management target | Revenue 25.0% FY30 |
|---|
| Revenue growth | 57% YoY growth to ₹1,191 Cr, driven by strong volumes. |
|---|---|
| Margins | EBITDA margins expanded to 34.2% due to favorable product mix. |
| Order book | Approaching $100 million target in CDMO business visibility. |
| Demand visibility | Strong visibility in Specialty and CDMO through FY27 and beyond. |
| Management confidence | High; focused on execution, capacity expansion, and deepening customer relationships. |
Growth
Growth was broad-based with HPP up on HFO volumes and Specialty benefiting from MPP debottlenecking.
Outlook
Phase 2 CDMO expansion and new HFC capacity tracking for commissioning by end of FY27.
Risks
Geopolitical volatility remains the primary concern, potentially impacting raw material costs and global demand.
Last quarter's promises, checked
Delivered
- MPP debottlenecking: guided Q3FY27 commissioning → 'commissioned' per current call (= BEAT, early; unverified)
Partly delivered
- HFC 15,000 MTPA R32: guided Q3FY27 commissioning → 'coming shortly', not yet commissioned (= PARTIAL, in progress)
Earnings Call Transcript filed with BSE, NSE: NAVINFLUOR. Summary written with AI assistance from the document.
Navin Fluorine International Ltd: key numbers
- Share price
- ₹8,680.00
- Market cap
- ₹44,556 Cr
- Revenue (annual)
- ₹3,314 Cr
- Net profit (annual)
- ₹663.5 Cr
- P/E (TTM)
- 56.4×Sector 34.1×
- 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 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.
Navin Fluorine International Other Announcement
Navin Fluorine International Ltd has filed its quarterly shareholding pattern for the quarter ended September 30, 2026, in compliance with Regulation 31(1)(b) of the Listing Regulations.