Navin Fluorine International Limited — Investor Meet, 29-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine held one-on-one meetings with analysts to discuss its performance and strategic plans.

FY25 revenue rose 14% YoY to Rs. 2,349 Cr; Operating EBITDA surged 34% to Rs. 534 Cr with 22.7% margin, up 343 bps. Q4 sales grew 16% YoY/QoQ to Rs. 701 Cr; EBITDA jumped 62% to Rs. 179 Cr at 25.5% margin. Specialty Chemicals and CDMO segments showed steady growth, aided by new projects and capacity expansions. The Dahej fluorospecialty facility is operational; capex continues for AHF and cGMP4 plants. A strategic tie-up with Chemours aims at advanced materials for data center cooling, with a Surat plant due by Q1 FY27. Strong multi-year order visibility and healthy cash flows support confident growth outlook.