Navin Fluorine International Limited has informed the Exchange about Schedule of meet and Presentation
NAVINFLUOR · price
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Navin Fluorine has informed the exchanges that its officials will host analysts and institutional investors at a plant visit in Dewas, Madhya Pradesh on July 2, 2025. The filing includes the company's May 2025 investor presentation as an attachment, which reviews FY25 and Q4FY25 performance. FY25 consolidated sales grew 14% YoY to Rs. 2,349.4 crore, with operating EBITDA up 34% to Rs. 533.7 crore and margin expanding 343 bps to 22.7%. Q4FY25 was even stronger, with sales of Rs. 700.9 crore (+16% YoY) and EBITDA margin of 25.5%. The CDMO segment surged 141% YoY in Q4, while the company highlighted a strategic partnership with Chemours to manufacture Opteon two-phase immersion cooling fluid for AI data centers, with operations targeted for Q1FY27. Key capex projects include a Rs. 450 crore AHF plant (commissioning Q2FY26) and Rs. 288 crore cGMP4 facility (Phase 1 by end-Q3FY26).
This is a routine compliance intimation about an upcoming investor plant visit, not a new business announcement. However, the attached presentation reinforces a strong growth story with expanding margins, robust order visibility, and strategic moves into high-growth areas like AI cooling, which should support investor confidence in the stock.