Navin Fluorine International Limited has informed the Exchange about Investor Presentation
NAVINFLUOR · price
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Navin Fluorine reported strong Q1 FY26 results with consolidated revenue of Rs. 725.4 crore, up 39% year-on-year, driven by robust growth across all three business verticals. Operating EBITDA jumped 106% YoY to Rs. 206.8 crore with margins expanding sharply by 935 basis points to 28.5%, reflecting better realizations and operating leverage. Profit after tax rose nearly 129% YoY to Rs. 117.2 crore. The High Performance Products (HPP) segment grew 45% to Rs. 407 crore, Specialty Chemicals grew 35% to Rs. 219 crore, and CDMO grew 23% to Rs. 99 crore. Management highlighted a healthy order book visibility for FY26, ongoing capex on AHF (Rs. 450 cr) and cGMP4 facilities, and new order wins from EU and US majors in the CDMO business.
Strong all-round performance with sharp margin expansion and clear revenue visibility from the order book should be positive for the stock. The growth trajectory across HPP, Specialty, and CDMO segments, combined with capacity additions coming online, signals continued momentum in FY26.