Navin Fluorine International Production Started

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.

AMIC Forging Production Started

Amic Forging commenced commercial production at its Baidyabati Hooghly manufacturing facility effective 12 November 2026. The move expands existing capacity, but the letter states no capacity figure or rupee value.

SAL Automotive Production Started

SAL Automotive Ltd reported commercial production commencing at its new Haridwar satellite plant for seat frame manufacturing from November 12, 2026. This follows the November 2025 board approval of the satellite plant.

ZF Steering Gear (India) Production Started

ZF Steering Gear's subsidiary DriveSys commenced commercial production of aluminium billets, extrusions, and solar frames. Total installed capacity is 56,600 MTPA across aluminium products.

aluminium billets, extrusion, anodising installed capacity

56600 MTPA

JSW Energy Production Started

JSW Energy added 1,784 MW of generation capacity since April 2026, taking installed capacity to 15,237 MW. Renewables now make up about 61% of its operational portfolio.

generation capacity added since April 2026

1784.0 MW

GAIL (India) Production Started

GAIL's wholly owned subsidiary GMPL commissioned a 1.25 MTPA PTA plant in Mangalore. The revived plant, acquired via CIRP in 2023, strengthens domestic petrochemical supply.

PTA manufacturing capacity

1.25 MTPA

Shree Ram Twistex Production Started

Shree Ram Twistex commissioned a 3.15 MW windmill project at Bhimguda, Gujarat on 4 November 2026. The new renewable generation capacity is now live, with GEDA officials present.

wind power generation capacity

3.15 MW