Navin Fluorine International Limited — PPTs, 29-04-2026: Investor Presentation

Navin Fluorine reported a stellar FY26, with consolidated Sales soaring 41% YoY to Rs. 3,314 Cr. Operating EBITDA more than doubled, up 103% to Rs. 1,082 Cr, while Net Profit jumped 130% to Rs. 664 Cr. EPS climbed 124% to Rs. 130.5. ROE stood at 20.1% and ROCE at 21.0%. All segments powered growth in Q4, led by CDMO (+61% YoY), Specialty Chemicals (+39% YoY), and HPP (+20% YoY).

Key growth drivers include strategic Capex projects: Rs. 236.5 Cr for HFC capacity expansion, Rs. 75 Cr for MPP de-bottlenecking to launch new molecules, and Rs. 120 Cr for innovative Advanced Materials. The company's "3P" strategy (Product, Platform, Partnerships), backed by robust R&D, is central to its growth.

Management is positive on outlook, citing constructive HFC pricing, strong order visibility in Specialty Chemicals, and continued strong momentum in CDMO with commercial supplies active for a European MSA. New AHF capacity is operational, with HFC, MPP, and Advanced Materials projects targeting Q1-Q3 FY27 commissioning.