Navin Fluorine International Limited has informed the Exchange about Schedule of meet and Presentation
NAVINFLUOR · price
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Navin Fluorine informed the exchanges about an analyst/investor meet scheduled for June 17, 2025, and shared its May 2025 investor presentation. For FY25, consolidated revenue grew 14% YoY to Rs. 2,349.4 Cr, while operating EBITDA jumped 34% to Rs. 533.7 Cr with margin expanding 343 bps to 22.7%. Q4FY25 was particularly strong with EBITDA margin at 25.5% (up 721 bps YoY) and exit-rate margin guided at ~25%. The company highlighted a new strategic partnership with Chemours for AI data center cooling fluids (~$14 MN capex, operational by Q1FY27), AHF plant commissioning expected in Q2FY26, and cGMP4 capex of Rs. 288 Cr on track for Q3FY26. CDMO segment posted 141% YoY revenue growth in Q4, supported by EU and US major orders for FY26 delivery. Net D/E stood at 0.37x with operating cash flow of Rs. 571 Cr.
Strong margin trajectory (exit at ~25%), robust multi-year orderbook, and new high-growth Chemours partnership in AI cooling are positive signals. Shareholders should watch upcoming capacity commissioning milestones (AHF Q2FY26, cGMP4 Q3FY26) and CDMO order conversion as key triggers for stock price action.