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Navin Fluorine just dropped a solid Q3FY26 investor presentation!
**Business Performance:** Revenue surged 47% YoY to Rs. 892.4 Cr, with operating EBITDA rocketing 109% YoY to Rs. 307.6 Cr, boasting a 34.5% margin. All segments fired: Specialty Chemicals revenue jumped 60%, HPP 35%, and CDMO a massive 61%. Nine-month performance also showed robust growth, with revenue up 44% and EBITDA up 114%.
**Growth Drivers:** The company employs a '3P' approach (Product, Platform, Partnerships) to leverage its fluorochemicals expertise. Strategic backward integration helps boost cost-efficiency and reduce import dependency.
**Recent Developments:** Several key projects are progressing. AHF capacity is commissioned, with additional HFC capacity and Dahej MPP de-bottlenecking targeted for Q3FY27. The Chemours project and Advanced Materials capacity are also advancing. CDMO is successfully scaling up commercial supplies for EU majors.
**Key Financial Metrics:** Strong top-line and bottom-line growth reflect robust demand and operational efficiency.
**Management Outlook:** A positive demand outlook across all verticals, particularly in Specialty Chemicals and CDMO, supported by a constructive pricing environment for HFCs. Ongoing capex programs underpin future expansion.