Navin Fluorine International Ltd-$ — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Navin Fluorine reported consolidated revenue of Rs 1,045 crore for Q1 FY27, up 44% year-on-year, with EBITDA of Rs 357 crore and PAT of Rs 243 crore. Management announced new capex of Rs 90 crore for advanced materials adoption capacity and Rs 125 crore for CDMO Phase 2 cGMP4 capacity, alongside a DRDO technology development partnership and progress on the Chemours liquid cooling project. All three business verticals - HPP, specialty chemicals and CDMO - posted year-on-year revenue growth during the quarter.
Navin Fluorine reported consolidated Q4 FY26 revenue of Rs 938 crore, up 34% year-on-year, with operating EBITDA up 80% to Rs 321 crore and profit after tax up 124% to Rs 213 crore. For the full year, net operating revenue grew 41% to Rs 3,314 crore, operating EBITDA more than doubled to Rs 1,082 crore, and profit after tax rose to Rs 664 crore from Rs 289 crore. Management discussed segment performance across HPP, Specialty Chemicals and CDMO, capex projects including the Chemours plant and R32 capacity expansion, and addressed questions on raw material availability, pricing, and demand trends amid geopolitical uncertainty.