Navin Fluo.Intl.

Q1 FY27Chemicals & Petrochemicals

Navin Fluo.Intl. Q1 FY27 earnings call: Revenue & Margins

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹8,199

Market cap₹42.1K Cr

P/E52.9

Updated25 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

2 of 3 strong

RevenueGood growth

MarginMargins steady

CapexCapex planned

The short version

Growth till FY '28 is largely baked in due to ongoing capex, including new HFC capacity, debottlenecking plant, and Chemours project. Navin Fluorine expects continued strong growth across its business verticals—HPP, Specialty Chemicals, and CDMO—with robust order pipelines and product launches.

From Navin Fluo.Intl.'s Q1 FY27 earnings-call transcript · updated 25 Aug 2026.

Revenue & Sales Performance

Good growth

Growth till FY '28 is largely baked in due to ongoing capex, including new HFC capacity, debottlenecking plant, and Chemours project.
Advanced materials vertical is being incubated to become a material business unit by the decade's end, focusing on high-growth sectors like data centers, electronics, defense, and semiconductors.
Specialty chemicals expected to grow with good order visibility and ramp-up in existing/new molecules, despite pricing pressures, especially in Latin America.
CDMO business shows strong momentum with an expanding portfolio of commercial, late-stage, and early-stage programs across therapeutic areas including oncology, respiratory, cardiovascular, neurology, and animal health.
New molecule pipeline of 30-40 molecules under active development, with 3-4 molecules expected FDA readouts in 8-12 months.

2 more points management made on revenue & sales performance

Profitability & Margins

Navin Fluorine expects continued strong growth across its business verticals—HPP, Specialty Chemicals, and CDMO—with robust order pipelines and product launches.
FY '27 growth is backed by ongoing capex (including INR90 crores in advanced materials) leading to capacity expansions and commercial scale-up.
EBITDA margins are targeted in the range of 32-33% (+/- 1%) over the next 1-2 years, supported by operating leverage from new capacities.
CDMO business anticipates further depth with multiple late-stage FDA readouts over 8-12 months, supporting sustained revenue growth.
Advanced materials business aims to become a material business unit by decade-end, contributing accretively to margins and profits.

2 more points management made on profitability & margins

See what Navin Fluo.Intl. said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Capex planned

INR 90 crores capex approved for setting up adoption capacities for the advanced materials business, funded through internal accruals. This will cater to indigenous products for emerging sectors like data centers, electronics, defense, and semiconductors. (To be completed by Q2 FY '28)
Chemours project as part of advanced materials vertical, targeted for completion by end of Q2 FY '27.
Phase 2 cGMP4 capex of INR 125 crores in CDMO business funded through internal accruals, expected operationalization by Q4 FY '27. Part of INR 288 crores cGMP4 capex approved earlier.
HFC capacity expansion equivalent to 15,000 metric tons of R32 on track for commissioning in Q3 FY '27.
MPP facility debottlenecking at Dahej expected to complete by Q3 FY '27.

2 more points management made on capital expenditure plans

Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

5x potential

1Shiv Texchem Ltd₹265 Cr

Rev 1Mar 2

2Solar Industries₹1.8L Cr

Rev 2Mar 1

3₹1.7K Cr

Rev 2Mar 1

4₹4.8K Cr

Rev 2Mar 3

5₹3.7K Cr

Rev 3Mar 1

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

There is no mention of any current or planned fundraising through debt or equity in the provided transcript.
The company highlights that the INR90 crores capex for advanced materials and INR125 crores Phase 2 CDMO capex are being funded through internal accruals.
The company has become net debt free during the quarter.

2 more points management made on fundraising & capital structure

See what Navin Fluo.Intl. said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Navin Fluorine is actively working on a molecule pipeline of 30 to 40 molecules.
About 10 molecules are in the late stage, with 3 to 4 expected to have FDA readouts in the next 8 to 12 months.
The company has strong order visibility in the Specialty Chemicals segment with existing and new molecules.
CDMO business shows improved visibility with a robust product pipeline and sustained momentum.
New capacity for CDMO is dedicated to existing European CDMO partner, with expansion in supply chain participation through MSAs.
The company also has upcoming orders related to DRDO, but details remain confidential.

2 more points management made on order book & pipeline

Navin Fluo.Intl. — Quarterly revenue & net profit

Revenue Net profit

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹938 Cr, net profit ₹213 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What Navin Fluo.Intl.'s management said in earlier quarters

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Frequently Asked Questions

What were Navin Fluo.Intl. Q1 FY27 results?

What is Navin Fluo.Intl. share price analysis?

Navin Fluo.Intl. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 52.9 with a market cap of ₹42,105 Cr. Investors should review the full earnings analysis for detailed insights.

Is Navin Fluo.Intl. planning capital expenditure?

INR 90 crores capex approved for setting up adoption capacities for the advanced materials business, funded through internal accruals.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.