Navin Fluorine International Limited — Investor Meet, 04-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine rocked Q2 FY'26! Revenue soared 46% YoY to INR 758 Cr, and PAT more than doubled. EBITDA margins hit 32.5%. An interim dividend of INR 6.5/share was declared. Management raised FY'26 EBITDA margin guidance to 28-30%. Two strategic capexes approved: INR 236.5 Cr for new HFC capacity (R32, targeting global low GWP demand) and INR 75 Cr for MPP debottlenecking, both self-funded. All segments (HPP, Specialty, CDMO) show strong growth. CDMO supplies from the new cGMP4 plant start Jan 2026. Confident management eyes continued strong performance with healthy order books.