Navin Fluorine International Limited has informed the Exchange about Transcript
NAVINFLUOR · price
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Navin Fluorine delivered strong Q4 FY26 results with revenue of INR938 crores (+34% YoY) and EBITDA of INR321 crores (34.2% margins, +80% YoY). FY26 full year saw revenue of INR3,314 crores (+41%) with EBITDA more than doubling to INR1,082 crores (32.6% margins, +992 bps). PAT for FY26 stood at INR664 crores vs INR289 crores in FY25. The company declared a final dividend of INR8.6 per share. All three segments performed well: HPP (Q4 INR393 crores, +20%), Specialty Chemicals (Q4 INR360 crores, +39%), and CDMO (Q4 INR186 crores, +61%). Key capex projects including R32 expansion (Q3 FY27), Dahej debottlenecking (Q3 FY27), and Chemours project (end June/July 2026) are on track. Management guided for ~30% EBITDA margins going forward. The CFO explained that 70% of margin expansion came from volumes/capacity and 30% from pricing actions.
The company demonstrated robust execution with 6 consecutive quarters of growth and improved balance sheet (net debt/equity at 0.01x). Multiple capex projects transitioning from investment to revenue generation phase in FY27 should sustain momentum. However, geopolitical risks and raw material inflation remain watch items.