Navin Fluorine International Limited — PPTs, 05-08-2026: Investor Presentation

Navin Fluorine delivered strong Q1 FY27 results, with consolidated sales up 44% to Rs. 1,045.1 Cr. Operating EBITDA jumped 73% to Rs. 357.1 Cr, and Profit After Tax soared 108% to Rs. 243.31 Cr, showcasing robust operational performance. All business verticals saw significant growth: High Performance Products (HPP) rose 33%, Specialty Chemicals 48%, and CDMO a remarkable 82%.

Growth is driven by strategic capacity expansions and strong demand. HPP benefits from constructive HFC pricing and new contractual offtakes. Specialty Chemicals enjoy sustained growth with strong order visibility and a robust product pipeline. CDMO continues strong momentum from its order book and deeper engagement with key partners.

Recent developments include the ongoing ramp-up of the AHF facility, the Chemours project nearing completion by Q2 FY27, and de-bottlenecking of MPP capacity by Q3 FY27. The company is also incubating an Advanced Materials vertical with new capex for future high-growth areas like data centers and defense. Further capex for additional HFC capacity and Phase II of cGMP4 is on track. Management is focused on expanding its footprint across promising therapeutic areas and leveraging its 3P strategy (Products, Platform, Partnerships) for scalable growth and technology leadership.