Navin Fluorine International Limited — Investor Meet, 31-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine posted strong Q1 FY26 consolidated results: Sales at Rs. 725.4 Cr (+39% YoY), Operating EBITDA at Rs. 206.8 Cr (+106% YoY), with margins expanding to 28.5%. Profit After Tax surged to Rs. 117.17 Cr (+129% YoY). High Performance Products saw 45% revenue growth; AHF capex is due by Q2 FY26, and R32 is at optimum utilization. Specialty Chemicals grew 35% with strong order book, new molecule supplies starting Q2 FY26. CDMO revenues rose 23%, with cGMP4 Phase 1 capex on track for Q3 FY26 commissioning and strong order visibility. The company shows confidence in its diversified portfolio and capacity expansion.