Navin Fluorine International Limited — Investor Meet, 04-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine delivered a strong Q1FY26. Consolidated Sales jumped 39% YoY to Rs. 725.4 Cr, with Operating EBITDA soaring 106% YoY to Rs. 206.8 Cr, achieving 28.5% margins. This performance was driven by robust growth across all segments: HPP (45% revenue growth), Specialty Chemicals (35% growth with strong order book), and CDMO (23% growth, solid FY26 visibility). Key capex projects (AHF, cGMP4 Phase 1) are on track, signaling continued expansion. Management's strategic focus on partnerships and R&D for new molecules indicates a confident outlook.