Navin Fluorine International Limited has informed the Exchange about Investor Presentation
NAVINFLUOR · price
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Navin Fluorine reported strong Q4FY26 results with consolidated sales of Rs. 937.7 Crs (up 34% Y-o-Y) and operating EBITDA of Rs. 321.2 Crs (up 80% Y-o-Y), with EBITDA margin expanding by 875 bps to 34.2%. For full year FY26, sales reached Rs. 3,313.9 Crs (up 41%), operating EBITDA hit Rs. 1,081.7 Crs (up 103%), and operating PBT surged 142% to Rs. 814.6 Crs. The company operates three business verticals: CDMO contributed 61% of Q4 revenues with 61% growth, Specialty Chemicals contributed 39% with 39% growth, and HPP contributed 20% with 20% growth. Management announced capex plans totaling Rs. 431.5 Crs including HFC capacity expansion (Rs. 236.5 Crs, peak revenue potential Rs. 600-825 Crs) and MPP de-bottlenecking (Rs. 75 Crs), both targeted for Q3FY27 commissioning.
The company demonstrated exceptional margin expansion with EBITDA margin improving by nearly 1,000 bps Y-o-Y to 32.6% for FY26, driven by operational efficiency and favorable pricing. The announced capex programs are expected to significantly expand revenue potential starting FY27. Strong order visibility and pipeline growth across all segments support positive outlook.