Navin Fluorine International Limited — Investor Meet, 12-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine International Limited will hold one-on-one meetings with analysts and institutional investors to discuss company updates based on publicly available information, aiming to deepen engagement without any new disclosures.

FY25 consolidated sales rose 14% YoY to Rs. 2,349 Cr with operating EBITDA growing 34% to Rs. 534 Cr and margin expanding 343 bps to 22.7%. Q4 sales grew 16% YoY/QoQ to Rs. 701 Cr, with EBITDA margin at 25.5%. Specialty Chemicals and CDMO segments showed volume and realization gains. Capex includes a Rs. 450 Cr AHF plant (Q2 FY26) and cGMP4 facility (Q3 FY26). Partnership with Chemours for advanced materials is progressing, with a new facility set for Q1 FY27. Strong order book and disciplined cash flow (Rs. 571 Cr) support growth and margin improvement. Management remains confident on scaling specialty fluorochemicals and global partnerships.