Navin Fluorine International Limited — Investor Meet, 03-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Navin Fluorine reported strong Q2 FY26 consolidated results. Sales grew 46% YoY to Rs. 758.4 Cr, Operating EBITDA surged 129% to Rs. 246.2 Cr, and Profit After Tax increased 152% to Rs. 148.4 Cr. Margins also expanded significantly. The first half of FY26 similarly showed robust financial performance. Key growth drivers included a near-doubling of CDMO revenue, alongside strong performance in HPP and Specialty Chemicals segments. The company announced two new capital expenditure projects, totaling Rs. 311.5 Cr, for HFC capacity expansion and MPP de-bottlenecking. These strategic investments, funded internally, are set for Q3 FY27 commissioning and are expected to drive future revenue growth, indicating a confident outlook.