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Navin Fluo.Intl.

Q2 FY26

Navin Fluorine International Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹8,167
Market cap₹41.9K Cr
P/E52.7
Updated16 Oct 2026
Read4 min read

The short version

Strong order book for the CDMO vertical with robust growth (~50% YoY in H1 FY26) expected to continue and accelerate in H2 FY26 and beyond. Strong growth momentum expected to continue, supported by robust order book and strategic capexes.

From Navin Fluo.Intl.'s Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Strong order book for the CDMO vertical with robust growth (~50% YoY in H1 FY26) expected to continue and accelerate in H2 FY26 and beyond.
  • The additional 15,000 tonne R32 capacity aims to meet growing demand in both domestic and export markets, supporting volume expansion.
  • Navin strives for second half FY26 performance to be better than first half, which sets the trajectory to meet growth targets.
  • Revenue growth of 42% in H1 FY26 and 46% growth in Q2 FY26 signals strong momentum.
  • Peak revenue from the new R32 capacity expected at INR 600-825 crores annually after completion.
  • Debottlenecking in specialty vertical expected to add INR 140-160 crores per annum.

2 more points from Navin Fluo.Intl.'s call on revenue

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Profitability & Margins

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Capital Expenditure Plans

  • Board approved two strategic capexes:
  • INR 236.5 crores to set up additional HFC capacity of 15,000 metric tonnes per annum of R32.
  • Addresses global low GWP transition needs and RAC/blend demand in India and exports.
  • Expected peak annual revenue: INR 600-825 crores on completion.
  • Debottlenecking of MPP capacity in the Specialty vertical.
  • Expected contribution: INR 140-160 crores per annum on completion.
  • Total capex for FY '26 expected around INR 600-700 crores.
  • Capex frame for next two years is about INR 1,000 crores, funded through internal accruals.
  • Focus on sweating existing assets and deepening partnerships with global innovators.

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Fundraising & Capital Structure

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Order Book & Pipeline

  • The company has a strong order book for the CDMO vertical, providing good visibility into future growth.
  • There are ongoing discussions and audits by 3 major innovators/customers in the CDMO segment, indicating potential new orders.
  • A repeat order for a significant CDMO molecule is expected in calendar year 2026, with readout anticipated by end of 2026 or slightly earlier.
  • The company is striving to make the second half of the year better than the first half, leveraging the strong order book to meet growth targets.

2 more points from Navin Fluo.Intl.'s call on order book

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Navin Fluo.Intl. — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹938 Cr, net profit ₹213 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Navin Fluorine International Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Navin Fluo.Intl. Q2 FY26 results?

Strong order book for the CDMO vertical with robust growth (~50% YoY in H1 FY26) expected to continue and accelerate in H2 FY26 and beyond. Strong growth momentum expected to continue, supported by robust order book and strategic capexes.

What is Navin Fluo.Intl. share price analysis?

Navin Fluo.Intl. currently shows a neutral. The stock trades at a P/E of 52.7 with a market cap of ₹41,909 Cr. Investors should review the full earnings analysis for detailed insights.

Is Navin Fluo.Intl. planning capital expenditure?

Board approved two strategic capexes: - INR 236.5 crores to set up additional HFC capacity of 15,000 metric tonnes per annum of R32.

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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.