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Latest filing: 2026-08-13 18:41
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CARE Ratings Upgrades Navin Fluorine Long-Term Rating to AA+ from AA
CARE Ratings has upgraded the long-term bank facility ratings of Navin Fluorine International Limited from 'CARE AA; Stable' to 'CARE AA+; Stable'. The company's wholly-owned subsidiary, Navin Fluorine Advanced Sciences Limited, also received an upgrade to 'CARE AA+ (CE)' for its credit-enhanced facilities. This upgrade reflects the company's robust financial health, evidenced by a very low Debt-to-Equity ratio of 0.03 and a 41% revenue growth in FY26. Such upgrades typically signal improved creditworthiness and can lead to lower borrowing costs for future expansions.
Confidence: HIGH
What changedCARE Ratings has moved the company's credit rating up by one notch to AA+, indicating a higher degree of safety regarding timely servicing of financial obligations.
Why it mattersA higher credit rating reduces the risk premium demanded by lenders, potentially lowering the cost of capital. For a high-growth chemical company, this provides a competitive advantage in funding large-scale specialty chemical and CDMO projects.
Revised Parent Rating: CARE AA+Previous Parent Rating: CARE AADebt-to-Equity Ratio: 0.03Total Debt: ₹92 CrTTM Revenue: ₹3,314 CrMarket Cap: ₹42,372 Cr
📅 Short termThe upgrade is likely to be viewed positively by the market as a validation of the company's financial discipline and operational scaling.
📈 Long termStructurally positive; the improved rating supports the company's long-term strategy of investing in complex fluorine chemistry and high-value CDMO services.
Key Highlights
Parent company long-term bank facility rating upgraded to CARE AA+; Stable from CARE AA; Stable
Subsidiary NFASL credit-enhanced rating upgraded to CARE AA+ (CE) from CARE AA (CE)
Subsidiary NFASL unsupported rating upgraded to CARE AA from CARE AA-
Company maintains a strong balance sheet with a Debt-to-Equity ratio of 0.03 on a debt of ₹92 Cr
TTM Revenue reached ₹3,314 Cr with a healthy Operating Profit Margin of 32.6%
👀 What to Watch
Investors should monitor the impact on interest expenses in upcoming quarterly results and watch for any new debt-funded capex announcements that leverage this improved credit profile.
Navin Fluorine Q1 FY27: PAT up 108% to ₹243 Cr; ₹215 Cr New Capex Announced
Navin Fluorine reported a strong Q1 FY27 with revenue growing 44% YoY to ₹1,044 Cr and PAT doubling to ₹243 Cr. The company announced two significant capex initiatives totaling ₹215 Cr: ₹90 Cr for advanced materials adoption and ₹125 Cr for CDMO Phase 2. A strategic partnership with DRDO for indigenous specialty materials highlights a move into high-tech defense applications. Management confirmed that the 15,000 MT R32 expansion and the Chemours project remain on track for commissioning in Q3 FY27 and Q2 FY27, respectively.
Confidence: HIGH
What changedNavin Fluorine delivered a significant earnings beat and formally initiated ₹215 Cr in growth-oriented capex while announcing a strategic defense partnership.
Why it mattersThe results validate the company's shift toward high-margin CDMO and specialty chemicals, while the new advanced materials vertical provides a long-term growth lever in sectors like defense and electronics.
Q1 FY27 Revenue: ₹1,044 CrQ1 FY27 PAT Growth (YoY): 108%New Capex Announced/Initiated: ₹215 CrCapex vs TTM Revenue: ~6.5%R32 Capacity Expansion: 15,000 MT
📅 Short termThe stock is likely to react positively to the 108% PAT growth and the clear execution roadmap for upcoming capacity additions.
📈 Long termStructural growth is supported by the expansion into high-value advanced materials and deepening CDMO relationships, which should sustain high margins.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High dependency on China for fluorspar raw material
- Execution risks in scaling up lab-scale advanced materials to commercial production
Key Highlights
Q1 FY27 Revenue grew 44% YoY to ₹1,044 Cr, driven by strong performance across all three business verticals.
PAT increased 108% YoY to ₹243 Cr, reflecting significant operating leverage and improved realizations.
Announced ₹215 Cr in new/initiated capex, representing approximately 6.5% of TTM revenue.
CDMO vertical revenue surged 82% YoY to ₹180 Cr with improved visibility for the full year.
HFC capacity expansion of 15,000 metric tons of R32 is on track for commissioning in Q3 FY27.
👀 What to Watch
Monitor the timely commissioning of the R32 expansion in Q3 FY27 and the Chemours project by the end of Q2 FY27. Watch for further commercialization updates regarding the DRDO partnership and the advanced materials pipeline.
44% Revenue Growth in Q1 FY27; NAVINFLUOR Announces New Rs 125 Cr CDMO Capex
Navin Fluorine delivered a strong Q1 FY27 with revenue growing 44% YoY to Rs 1,045.1 Cr, driven by an 82% surge in the CDMO vertical. Operating EBITDA margins expanded significantly by 566 bps YoY to 34.2%, reflecting strong operating leverage. The company announced a new Rs 125 Cr Phase II capex for its cGMP4 facility to support a European CDMO major, alongside a new 'Advanced Materials' vertical targeting data centers and semiconductors. Total ongoing capex projects exceed Rs 640 Cr, representing approximately 19.5% of TTM revenue.
Confidence: HIGH
What changedThe company has moved from a period of stabilization to aggressive growth, initiating new capex in CDMO and creating a dedicated vertical for high-growth sectors like semiconductors and data centers.
Why it mattersThe significant margin expansion and high-value CDMO growth indicate a structural shift toward more profitable business segments, reducing reliance on commoditized refrigerant gases.
Q1 FY27 Revenue: Rs 1,045.1 CrEBITDA Margin Expansion: 566 bpsNew CDMO Capex: Rs 125 CrTotal Ongoing Capex vs TTM Revenue: ~19.5%CDMO Revenue Growth: 82% YoY
📅 Short termThe stock is likely to react positively to the strong margin beat and the clear roadmap for capacity expansion across all business lines.
📈 Long termThe focus on complex fluorine chemistry and entry into high-growth sunrise sectors like semiconductors and liquid cooling for data centers provides a multi-year growth runway.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High client concentration in the CDMO segment (European major)
- Execution risk across multiple simultaneous large-scale capex projects
Key Highlights
Consolidated Revenue grew 44% YoY to Rs 1,045.1 Cr, with CDMO revenue rising 82% to Rs 180 Cr.
Operating EBITDA increased 73% YoY to Rs 357.1 Cr, with margins expanding to 34.2%.
Initiated Phase II cGMP4 capex of Rs 125 Cr with a targeted asset turnover of ~3x and completion by Q4 FY27.
R32 capacity expansion of 15,000 MTPA (Rs 236.5 Cr capex) remains on track for Q3 FY27 commissioning.
Launched a new 'Advanced Materials' vertical with Rs 90 Cr capex for niche applications in electronics and defense.
👀 What to Watch
Monitor the commissioning of the R32 expansion in Q3 FY27 and the Chemours liquid cooling project in Q2 FY27 as immediate revenue catalysts. Investors should also track the ramp-up of the newly initiated CDMO and Advanced Materials projects for long-term margin sustainability.
Navin Fluorine Q1 PAT Jumps 107% to ₹243 Cr; Approves ₹90 Cr Capex for Advanced Materials
Navin Fluorine reported a robust Q1 FY27 with consolidated revenue from operations growing 44% YoY to ₹1,045.08 Cr. Net profit more than doubled to ₹243.31 Cr, up from ₹117.16 Cr in the same quarter last year, reflecting strong operating leverage. Additionally, the Board approved a ₹90 Cr capital expenditure to scale its Advanced Materials portfolio from lab to commercial qualification at the Surat unit. This capex, funded via internal accruals, represents approximately 2.45% of the company's net worth.
Confidence: HIGH
What changedNavin Fluorine has delivered a significant earnings beat with 100%+ profit growth and initiated a new investment phase for its Advanced Materials vertical.
Why it mattersThe strong results demonstrate high operating leverage and successful scaling of high-value chemical verticals, while the new capex signals a strategic move to commercialize lab-scale innovations.
Q1 FY27 Revenue: ₹1,045.08 CrQ1 FY27 PAT: ₹243.31 CrApproved Capex: ₹90 CrCapex vs Net Worth: ~2.45%YoY PAT Growth: 107.6%
📅 Short termThe stock is likely to react positively to the substantial jump in profitability and the announcement of growth-oriented capex.
📈 Long termThe expansion into commercial-scale Advanced Materials by FY28 could structurally enhance the company's product mix and margin profile.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in scaling lab-scale products to commercial qualification
- Dependency on the Surat unit for this specific expansion
Key Highlights
Consolidated Revenue from operations increased 44% YoY to ₹1,045.08 Cr in Q1 FY27.
Net Profit (PAT) surged 107.6% YoY to ₹243.31 Cr for the quarter ended June 30, 2026.
Approved ₹90 Cr capital expenditure for establishing adoption capacities in the Advanced Materials portfolio.
Capex project at the Surat unit is targeted for completion by Q2 of FY28.
Basic EPS for the quarter rose to ₹47.45, compared to ₹23.63 in Q1 FY26.
👀 What to Watch
Investors should monitor the execution timeline of the ₹90 Cr Surat expansion and the company's ability to maintain these elevated operating margins in subsequent quarters.
Navin Fluorine Q1 PAT Jumps 107% YoY to ₹243 Cr; Board Approves ₹90 Cr Capex
Navin Fluorine reported a robust Q1 FY27 with consolidated revenue growing 44% YoY to ₹1,045.08 cr. Net profit more than doubled to ₹243.31 cr from ₹117.16 cr in the same quarter last year, reflecting strong operating leverage. The Board also approved a ₹90 cr capital expenditure to scale up its Advanced Materials portfolio from lab to commercial scale at the Surat unit. This expansion, funded via internal accruals, is targeted for completion by Q2 FY28.
Confidence: HIGH
What changedThe company has demonstrated a significant step-up in quarterly profitability and initiated a new phase of commercialization for its Advanced Materials pipeline.
Why it mattersThe doubling of profits indicates that the company's focus on high-value CDMO and Specialty Chemicals is yielding high margins; the new capex ensures a future growth driver beyond existing product lines.
Revenue (Q1 FY27): ₹1,045.08 crPAT (Q1 FY27): ₹243.31 crYoY Revenue Growth: 44%Capex Amount: ₹90 crCapex vs TTM Revenue: 2.71%Target Completion: Q2 FY28
📅 Short termThe stock is likely to react positively to the strong earnings beat and the announcement of fresh growth-oriented capex.
📈 Long termThe transition of the Advanced Materials portfolio to commercial scale supports the long-term strategy of moving up the value chain in complex fluorine chemistry.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- High dependency on China for raw material (fluorspar)
- Global logistics volatility affecting the 56% export revenue share
Key Highlights
Consolidated Revenue from operations increased 44% YoY to ₹1,045.08 cr in Q1 FY27.
Net Profit (PAT) surged 107% YoY to ₹243.31 cr, with EPS rising to ₹47.45 from ₹23.63.
Approved ₹90 cr capex for establishing adoption capacities in the Advanced Materials portfolio.
The new capacity at the Surat unit is expected to be operational by Q2 FY28.
Operating expenses were well-managed, with employee benefits and other expenses growing at a slower pace than revenue.
👀 What to Watch
Investors should monitor the execution timeline of the ₹90 cr Surat expansion and the company's ability to maintain these high margins as it transitions lab-scale products to commercial scale.
Navin Fluorine Partners with DRDO for Indigenous Sodium Borohydride Bulk Manufacturing
Navin Fluorine has signed an agreement with India’s Defence Research and Development Organisation (DRDO) under the Technology Development Fund (TDF) scheme. The project involves the indigenous manufacturing of Sodium Borohydride in bulk, a critical material for the defence sector. DRDO will provide both technological support and grant-in-aid to facilitate this development. While the specific contract value is not disclosed, this partnership marks a strategic entry into the high-barrier defence chemicals segment, leveraging the company's existing expertise in complex chemistry.
Confidence: HIGH
What changedNavin Fluorine has transitioned from a commercial chemical supplier to a strategic partner for the Ministry of Defence (DRDO) for critical material indigenization.
Why it mattersThis partnership provides Navin Fluorine entry into the defence sector, which typically offers high margins and long-term contract stability. It also validates the company's R&D capabilities in handling complex chemical processes.
TTM Revenue: Rs 3,314 CrMarket Cap: Rs 38,682 CrOperating Profit Margin: 32.6%Grant-in-aid amount: not disclosed
📅 Short termThe announcement is likely to be viewed positively by the market as it aligns with the 'Make in India' defence narrative, potentially supporting the current valuation premium.
📈 Long termThis could establish a new high-margin revenue vertical in defence chemicals, complementing the company's existing CDMO and Specialty Chemical businesses over the next 3-5 years.
⚠ Risk flags
🔬 Flagged for deeper Multibagger analysis — view briefs →
- Execution risk in scaling indigenous technology to bulk manufacturing
- Dependency on government/DRDO timelines for project progression
Key Highlights
Agreement signed on July 30, 2026, with DRDO - Ministry of Defence for indigenous process development.
Project focuses on 'Indigenous Manufacturing of Sodium Borohydride Chemical in Bulk' under the TDF Scheme.
DRDO to provide grant-in-aid and technological support for developing this critical defence material.
Collaboration aligns with the 'Make in India' initiative and targets high-value specialty chemical verticals.
Navin Fluorine maintains a strong financial profile with TTM revenue of Rs 3,314 Cr and OPM of 32.6%.
👀 What to Watch
Investors should monitor the timeline for the transition from process development to commercial bulk production. Future disclosures regarding the size of the grant-in-aid and potential order book from the Ministry of Defence will be key to quantifying the financial impact.
Navin Fluorine to Invest ₹5.50 Cr for 26% Stake in 5MW Hybrid Power SPV
Navin Fluorine's subsidiary, NFASL, is investing up to ₹5.50 crores to acquire a 26% stake in Pro-Zeal Green Power Twenty Private Limited, a Special Purpose Vehicle (SPV). This SPV will set up a hybrid wind and solar power plant in Gujarat to supply 5MW of captive power to NFASL's Dahej unit. The agreement includes a 15-year lock-in period for power supply and offtake, aimed at reducing operational power costs. The investment will be made via equity and compulsory convertible debentures, with completion expected within 12 months.
Key Highlights
Investment of up to ₹5.50 crores for a 26% equity and CCD stake in a power SPV.
Secures 5MW of hybrid (wind and solar) power for the Dahej manufacturing facility.
Long-term power supply and offtake agreement established with a 15-year lock-in.
Strategic move to achieve significant savings on power costs and enhance sustainability initiatives.
The SPV is a greenfield entity incorporated in December 2025 specifically for this project.
👀 What to Watch
Investors should view this as a positive step towards operational efficiency and ESG compliance. While the investment amount is small, the long-term reduction in power costs will support margin stability at the Dahej unit.
Navin Fluorine FY26 PAT Jumps 130% to ₹664 Cr; EBITDA Margins Expand to 32.6%
Navin Fluorine reported a stellar FY26 performance with consolidated revenue growing 41% Y-o-Y to ₹3,314 crore and PAT surging 130% to ₹664 crore. The company achieved a significant margin expansion of 992 bps, reaching an EBITDA margin of 32.6% for the full year. Growth was broad-based, led by the CDMO segment which grew 61% in Q4 and Specialty Chemicals which grew 39%. The company also outlined a robust capex pipeline of over ₹430 crore across HFC, MPP, and Advanced Materials to drive future growth.
Key Highlights
FY26 Consolidated Revenue grew 41% Y-o-Y to ₹3,313.9 crore, with EBITDA doubling to ₹1,081.7 crore.
EBITDA margins expanded significantly by 992 bps Y-o-Y to 32.6% for FY26, driven by improved realizations.
CDMO business showed the strongest momentum with 61% revenue growth in Q4FY26 and a strong therapeutic pipeline.
Announced ₹236.5 crore capex for R32 capacity with a peak revenue potential of ₹600-825 crore by Q3FY27.
Return on Equity (ROE) improved dramatically from 11.5% in FY25 to 20.1% in FY26.
👀 What to Watch
Investors should view the strong margin recovery and aggressive capex plans as a positive sign of long-term growth. The stock remains a key play in the specialty chemicals and CDMO space given its improving return ratios and order visibility.
Navin Fluorine Reports Strong FY26 Results with 41% Revenue Growth and 103% EBITDA Surge
Navin Fluorine International Limited reported a stellar financial performance for FY26, with consolidated sales rising 41% YoY to Rs. 3,313.9 crores. Operating EBITDA witnessed a massive jump of 103% YoY to Rs. 1,081.7 crores, with margins expanding by 992 bps to 32.6%. Profit After Tax (PAT) also grew significantly by 130% YoY to Rs. 663.56 crores. The company has also announced an upcoming interaction schedule with institutional investors via Jefferies in Singapore and Hong Kong from June 9th to 12th, 2026.
Key Highlights
Consolidated FY26 revenue increased by 41% YoY to Rs. 3,313.9 crores.
Operating EBITDA for FY26 surged 103% YoY to Rs. 1,081.68 crores, with margins at 32.6%.
Consolidated PAT for FY26 grew 130% YoY to Rs. 663.56 crores from Rs. 288.60 crores.
Ongoing HFC expansion project of 15,000 MTPA R32 capacity requires Rs. 236.5 crores capex and targets peak revenue of Rs. 600-825 crores.
Q4FY26 revenue grew 34% YoY to Rs. 937.71 crores, while Q4 PAT grew 124% YoY to Rs. 212.62 crores.
👀 What to Watch
Investors should view these strong earnings and margin expansions positively, supported by robust growth across Specialty Chemicals, CDMO, and HPP segments. The ongoing capex plans provide strong visibility for future revenue growth, making it a solid hold/buy candidate on dips.
Navin Fluorine FY26 PAT Surges 130% to ₹664 Cr; EBITDA Margins Expand to 32.6%
Navin Fluorine reported a stellar FY26 performance with consolidated revenue growing 41% YoY to ₹3,313.9 crore and PAT jumping 130% to ₹663.6 crore. The company's EBITDA margins expanded significantly by 992 bps YoY to 32.6% for the full year, driven by strong growth in the CDMO (+61% in Q4) and Specialty Chemicals (+39% in Q4) segments. Management is aggressively pursuing growth with ongoing capex projects totaling over ₹430 crore across HFC, MPP, and Advanced Materials, targeted for completion by FY27. The balance sheet remains healthy with a substantial increase in cash and investments, supporting future expansion plans.
Key Highlights
FY26 Consolidated Revenue rose 41% YoY to ₹3,313.9 crore, with EBITDA doubling to ₹1,081.7 crore.
Full-year EBITDA margins expanded by 992 basis points to 32.6% compared to 22.7% in FY25.
CDMO business vertical showed the highest growth momentum, with Q4FY26 revenues up 61% YoY to ₹186 crore.
Announced ₹236.5 crore capex for additional HFC capacity (15,000 MTPA R32) with peak revenue potential of ₹600-825 crore.
Return on Equity (ROE) and Return on Capital Employed (ROCE) improved significantly to 20.1% and 21.0% respectively.
👀 What to Watch
Investors should view the strong margin recovery and aggressive capex as a signal of long-term growth potential in high-value fluorine chemistry. Maintain a positive outlook given the strong order visibility in CDMO and specialty chemicals.
Navin Fluorine FY26 PAT Jumps 130% to ₹664 Cr; EBITDA Margins Expand to 32.6%
Navin Fluorine reported a robust performance for FY26, with consolidated revenue growing 41% YoY to ₹3,313.9 crore. The company's profitability saw a significant surge, with Operating EBITDA doubling to ₹1,081.7 crore and margins expanding by 992 basis points to 32.6%. Growth was driven by strong momentum in the CDMO segment, which grew 61% in Q4, and Specialty Chemicals, which grew 39%. The company is aggressively investing in future growth with capex projects worth over ₹430 crore across HFC, MPP, and Advanced Materials slated for FY27.
Key Highlights
Consolidated FY26 Revenue increased 41% YoY to ₹3,313.9 crore, with Q4 revenue at ₹937.7 crore.
Operating EBITDA for FY26 grew 103% YoY to ₹1,081.7 crore, with margins reaching 32.6%.
CDMO business vertical showed the highest Q4 growth at 61% YoY, reaching ₹186 crore.
Announced ₹236.5 crore HFC expansion with a peak revenue potential of ₹600-825 crore per annum.
Return on Equity (ROE) improved significantly from 11.5% in FY25 to 20.1% in FY26.
👀 What to Watch
Investors should note the significant margin expansion and strong CDMO growth as signs of successful business mix optimization. The stock remains a strong play on the fluorine chemistry space, backed by a robust capex pipeline and high revenue visibility.
Navin Fluorine Q4 FY26 PAT Jumps 124% YoY to ₹212.6 Cr; EBITDA Margins Expand to 34.2%
Navin Fluorine reported a stellar performance for FY26, with consolidated revenue growing 41% YoY to ₹3,313.9 crore and PAT surging 130% to ₹663.6 crore. The company witnessed significant margin expansion, with Operating EBITDA margins reaching 32.6% for the full year, up 992 bps from FY25. Growth was robust across all segments, particularly in CDMO (+61% in Q4) and Specialty Chemicals (+39% in Q4). Management is aggressively pursuing capex, including a ₹236.5 crore HFC expansion with a peak revenue potential of up to ₹825 crore per annum.
Key Highlights
Consolidated FY26 Revenue grew 41% YoY to ₹3,313.9 Cr, while PAT surged 130% to ₹663.6 Cr.
Operating EBITDA margins expanded significantly by 992 bps YoY to 32.6% for the full year FY26.
The CDMO business vertical showed the strongest momentum with 61% YoY revenue growth in Q4 FY26.
Return on Equity (ROE) and ROCE improved drastically to 20.1% and 21.0% respectively in FY26.
Announced ₹236.5 Cr capex for HFC capacity (R32) with a peak revenue potential of ₹600-825 Cr per annum.
👀 What to Watch
The significant margin recovery and robust growth in high-value segments like CDMO and Specialty Chemicals indicate strong execution and pricing power. Investors should maintain a positive outlook given the doubling of ROE and the substantial revenue visibility from upcoming capex projects.
Navin Fluorine Announces ₹8.60 Final Dividend for FY26; Record Date Set for June 12, 2026
Navin Fluorine International Limited has recommended a final dividend of ₹8.60 per equity share for the financial year ended March 31, 2026. The company has fixed June 12, 2026, as the record date to determine shareholder eligibility, with the dividend payment scheduled for on or after August 13, 2026. In compliance with the Finance Act 2020, the company will deduct Tax Deducted at Source (TDS) at 10% for resident shareholders with a valid PAN and 20% for those without. Non-resident shareholders may benefit from lower tax treaty rates upon submission of required documentation by the record date.
Key Highlights
Recommended final dividend of ₹8.60 per equity share of face value ₹2 for FY 2025-26.
Record date for dividend eligibility is June 12, 2026, with payment starting August 13, 2026.
Standard TDS rate of 10% for resident shareholders; 20% for those without valid PAN or Aadhaar linkage.
TDS exemption for resident individuals if total dividend income in FY 2026-27 does not exceed ₹10,000.
Non-resident shareholders can opt for Tax Treaty rates by submitting TRC and Form 10F by the record date.
👀 What to Watch
Shareholders should ensure their PAN is updated and linked with Aadhaar in their demat accounts by June 12, 2026, to avoid a higher TDS rate of 20%. Non-resident investors should submit necessary tax residency documents to the RTA to avail of lower treaty benefits.
Navin Fluorine FY26 PAT Jumps 130% to ₹664 Cr; Declares ₹8.6 Dividend
Navin Fluorine reported a robust performance for FY26, with annual revenue growing 41% to ₹3,314 crores and PAT more than doubling to ₹664 crores. The company achieved significant margin expansion, with FY26 EBITDA margins reaching 32.6%, up 992 basis points year-on-year. Key growth drivers included strong performance in Specialty Chemicals and CDMO segments, alongside the successful commissioning of the AHF plant. Management has declared a final dividend of ₹8.6 per share and maintains a near-debt-free balance sheet with a net debt-to-equity ratio of 0.01x.
Key Highlights
Consolidated FY26 revenue grew 41% YoY to ₹3,314 crores, driven by broad-based momentum across all verticals.
Operating EBITDA for the full year more than doubled to ₹1,082 crores, with margins expanding by 992 bps to 32.6%.
Net working capital cycle improved significantly to 74 days from 90 days, reflecting better operational efficiency.
R32 capacity expansion of 15,000 MTPA and Dahej MPP debottlenecking are both on track for Q3 FY27 commissioning.
Board declared a final dividend of ₹8.6 per equity share (430% of face value).
👀 What to Watch
Investors should view the strong margin expansion and capacity ramp-ups as positive indicators for sustained growth. Monitor the commissioning of the R32 and Chemours projects in FY27 for further revenue visibility.
Navin Fluorine FY26 PAT Surges 130% to ₹664 Cr; EBITDA Margins Expand to 32.6%
Navin Fluorine reported a stellar performance for FY26, with consolidated revenue growing 41% YoY to ₹3,313.9 crore and PAT jumping 130% to ₹663.6 crore. The company saw massive margin expansion, with FY26 Operating EBITDA margins rising by 992 bps to 32.6%. Growth was broad-based across segments, led by CDMO (+61% in Q4) and Specialty Chemicals (+39% in Q4). The company is also executing significant capex of over ₹430 crore across HFC, MPP, and Advanced Materials to drive future growth.
Key Highlights
FY26 Consolidated Revenue grew 41% YoY to ₹3,313.9 Cr, with Operating EBITDA doubling to ₹1,081.7 Cr.
Q4FY26 CDMO segment revenue grew 61% YoY to ₹186 Cr, supported by commercial supplies from cGMP4.
Operating EBITDA margins for Q4FY26 stood at 34.2%, an expansion of 875 bps compared to Q4FY25.
Announced ₹236.5 Cr capex for additional HFC capacity (15,000 MTPA R32) with peak revenue potential of ₹600-825 Cr.
Return on Capital Employed (ROCE) nearly doubled from 11.5% in FY25 to 21.0% in FY26.
👀 What to Watch
The significant margin expansion and robust growth in high-value segments like CDMO indicate a strong structural turnaround. Investors should maintain a positive outlook as upcoming capex commissioning in FY27 provides clear revenue visibility.
Navin Fluorine Recommends ₹8.60 Final Dividend; Sets June 12, 2026 as Record Date
Navin Fluorine International Limited has recommended a final dividend of ₹8.60 per equity share for the financial year 2025-2026, representing a 430% payout on the face value of ₹2. The company has fixed June 12, 2026, as the record date to determine shareholder eligibility for this payment. The dividend is subject to approval at the upcoming Annual General Meeting on August 06, 2026. If approved, the payout will be processed on or after August 13, 2026.
Key Highlights
Final dividend of ₹8.60 per equity share recommended for FY 2025-2026
Dividend payout represents 430% of the face value of ₹2 per share
Record date for dividend eligibility fixed as Friday, June 12, 2026
Payment to be made on or after August 13, 2026, post-AGM approval
Annual General Meeting (AGM) scheduled for August 06, 2026
👀 What to Watch
Investors seeking to benefit from the dividend should ensure they hold the shares before the ex-dividend date, which typically precedes the June 12 record date. The payout reflects the company's commitment to returning capital to shareholders.
Navin Fluorine FY26 PAT Surges 130% to ₹663.55 Cr; Final Dividend of ₹8.60 Declared
Navin Fluorine reported a stellar performance for FY26, with consolidated revenue rising 41% to ₹3,313.90 crore. Profit After Tax (PAT) more than doubled to ₹663.55 crore, reflecting strong margin expansion and operational growth. The board recommended a final dividend of ₹8.60 per share, representing a 430% payout on face value. Leadership stability is also addressed with the five-year re-appointment of Executive Chairman Vishad P. Mafatlal.
Key Highlights
Annual revenue grew to ₹3,313.90 crore in FY26 from ₹2,349.38 crore in FY25.
Full-year PAT surged 130% YoY to ₹663.55 crore with EPS rising to ₹130.67.
Final dividend of ₹8.60 per share recommended with a record date of June 12, 2026.
Q4 FY26 revenue stood at ₹937.71 crore, up from ₹700.94 crore in the year-ago quarter.
Re-appointment of Vishad P. Mafatlal as Executive Chairman for a 5-year term starting August 2026.
👀 What to Watch
The exceptional growth in profitability and consistent dividend policy make this a positive update for long-term shareholders. Investors should monitor the sustainability of these high margins in the upcoming quarters.
Navin Fluorine FY26 PAT Jumps 130% to ₹664 Cr; Recommends ₹8.60 Final Dividend
Navin Fluorine reported a robust performance for FY26, with consolidated revenue growing 41% YoY to ₹3,313.90 crore. Net profit saw a significant surge of 130%, reaching ₹663.55 crore compared to ₹288.58 crore in the previous fiscal year. The board recommended a final dividend of ₹8.60 per share, reflecting strong cash flow and confidence in future growth. Additionally, the company ensured leadership continuity by re-appointing Vishad P. Mafatlal as Executive Chairman for another five-year term.
Key Highlights
Consolidated Revenue from operations increased by 41% YoY to ₹3,313.90 crore in FY26.
Net Profit (PAT) for the full year grew by 130% to ₹663.55 crore from ₹288.58 crore in FY25.
Q4 FY26 PAT stood at ₹212.62 crore, a 124% increase compared to ₹94.96 crore in Q4 FY25.
Board recommended a final dividend of ₹8.60 per equity share (430% of face value) with a record date of June 12, 2026.
Vishad P. Mafatlal re-appointed as Executive Chairman for a 5-year term starting August 2026.
👀 What to Watch
The strong earnings growth and significant margin expansion reflect positive momentum in the specialty chemicals segment. Long-term investors should maintain their positions given the leadership continuity and robust financial trajectory.
Navin Fluorine FY26 PAT Surges 130% to ₹664 Cr; Recommends ₹8.60 Final Dividend
Navin Fluorine reported a stellar performance for the financial year ended March 31, 2026, with annual consolidated revenue growing 41% to ₹3,313.90 crore. Net profit for the full year more than doubled, reaching ₹663.55 crore compared to ₹288.58 crore in the previous fiscal. The company demonstrated strong quarterly momentum with Q4 PAT rising 124% YoY to ₹212.62 crore. Alongside the results, the board recommended a final dividend of ₹8.60 per share and ensured leadership continuity by re-appointing the Executive Chairman for a five-year term.
Key Highlights
Annual Consolidated Revenue from Operations increased 41% YoY to ₹3,313.90 crore in FY26.
Full-year Profit After Tax (PAT) surged 130% to ₹663.55 crore from ₹288.58 crore in FY25.
Q4 FY26 Revenue grew 34% YoY to ₹937.71 crore with a PAT of ₹212.62 crore.
Recommended a final dividend of ₹8.60 per equity share (430% of face value) with a record date of June 12, 2026.
Re-appointment of Mr. Vishad P. Mafatlal as Executive Chairman for a 5-year term starting August 2026.
👀 What to Watch
The exceptional growth in both top-line and bottom-line figures, coupled with a healthy dividend payout, makes this a strong performance. Investors should maintain a positive outlook on the stock given the operational scaling and leadership stability.
Navin Fluorine Promoters Release Pledge on 1.5 Lakh Shares; Now 100% Pledge-Free
Mafatlal Impex Private Limited, a promoter group entity of Navin Fluorine International Limited, has released a pledge on 1,50,000 equity shares. These shares, representing 0.29% of the company, were previously pledged with State Bank of India. Following this release, the entire promoter holding of 25.44% (1,30,36,149 shares) is now completely free of any encumbrances. This move eliminates the risk of forced liquidation by lenders and reflects improved financial health of the promoter group.
Key Highlights
Release of pledge on 1,50,000 equity shares (0.29% stake) by promoter Mafatlal Impex Private Limited.
The shares were released by State Bank of India (SBI) on March 20, 2026.
The notional value of the released shares is approximately ₹91.86 crore based on recent market prices.
Post-transaction, 100% of the promoter's total 25.44% stake in the company is now unencumbered.
The Amended and Restated Agreement for Pledge dated August 14, 2024, has officially terminated.
👀 What to Watch
Investors should view the transition to a zero-pledge status as a positive indicator of promoter stability. While this improves market sentiment, long-term focus should remain on the company's execution in the specialty chemicals and CDMO segments.
