Navin Fluorine International Limited — Investor Meet, 16-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine posted record Q4 revenue of ₹701 Cr (+16% YoY), with EBITDA at ₹179 Cr (25.5% margin) and PAT of ₹95 Cr (+35% YoY). FY25 revenue rose 14% to ₹2,349 Cr with 22.7% EBITDA margin and PAT of ₹289 Cr. The Chemours partnership targets AI data center cooling with a $14 million capex by Q1 FY27. The R32 refrigerant plant is fully commercial, and CDMO is on track for FY26 commissioning, backed by a strong 10-15 product pipeline aiming for $100 million revenue by FY27. New tie-up to expand solar/electronics HF offerings supports growth in renewables and electronics. Margin guidance stands at 23–26% despite raw material pressures. Management remains confident on disciplined execution, specialty product scaling, and strategic investments.