Navin Fluorine International Limited — Investor Meet, 12-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine reported strong Q2 FY26 consolidated financials: Sales up 46% YoY to Rs. 758.4 Cr, Operating EBITDA surged 129% YoY to Rs. 246.2 Cr with margins at 32.5%. PAT grew 152% YoY to Rs. 148.37 Cr. The company announced Rs. 236.5 Cr capex for additional HFC capacity (Rs. 600-825 Cr peak revenue) and Rs. 75 Cr for MPP de-bottlenecking (Rs. 140-160 Cr peak revenue), both targeting Q3 FY27 commissioning. Strong outlook for Specialty Chemicals and CDMO with robust order pipelines. Management highlighted sustained growth driven by strategic investments and R&D.