Navin Fluorine International Limited — Investor Meet, 16-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine has announced one-on-one analyst and investor meetings to discuss recent performance, strategic projects, and growth initiatives.

FY25 consolidated sales rose 14% YoY to Rs. 2,349 Cr, with EBITDA up 34% to Rs. 534 Cr and margins expanding 343 bps to 22.7%. Q4 sales were Rs. 701 Cr (+16% YoY/QoQ), with EBITDA up 62% YoY at Rs. 179 Cr and a 25.5% margin. High-Performance Products saw strong volume and pricing gains; Specialty Chemicals maintained stable capacity with new product launches. CDMO revenue jumped 141% YoY in Q4, fueled by European and US orders, alongside ongoing cGMP4 capex.

Management highlighted capacity expansions including a Rs. 450 Cr AHF plant by Q2 FY26 and a strategic tie-up with Chemours for AI-related cooling fluids set for Q1 FY27. Execution discipline, product diversification, and a robust multiyear order book underpin confident growth prospects.