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Navin Fluo.Intl.

Q4 FY26Chemicals & Petrochemicals

Navin Fluorine International Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹8,207
Market cap₹42.1K Cr
P/E52.9
Updated23 Aug 2026
Read4 min read

The short version

Future growth expectations for Navin Fluorine International Limited: - HPP Business: - R32 and HFC capacities expansion (15,000 MT/year) commissioning expected by Q3 FY27. FY26 financials showed strong growth: consolidated revenue up 41%, EBITDA doubled, and PAT up 130%+.

From Navin Fluo.Intl.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Future growth expectations for Navin Fluorine International Limited: - **HPP Business**: - R32 and HFC capacities expansion (15,000 MT/year) commissioning expected by Q3 FY27. - AHF plant commercial supplies commenced; further growth expected from new capacities. - Shift towards India in sales; new geographies and customers being targeted. - Demand-supply environment remains constructive with increasing adoption of low GWP refrigerants. - **Specialty Chemicals**: - Q4 FY26 revenue up 39% YoY; ongoing scale-up in existing and new molecules. - Dahej MPP debottlenecking capex on track for Q3 FY27. - Chemours project to be completed by July FY27. - Order visibility and robust pipeline support sustained growth. - Target of 75%-80% capacity utilization for Nectar plant by end FY28. - **CDMO**: - 61% revenue growth YoY in Q4 FY26. - Balanced mix of early-, late-stage, and commercial molecules. - Continued double-digit revenue growth expected in FY27. - **Overall revenue growth**:

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

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Profitability & Margins

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

Capital Expenditure Plans

  • Chemours project is on track for commissioning by end of June/early July 2026.
  • Post commissioning, an 18-month period will help understand market size, guiding future capex decisions linked to Chemours.
  • The company plans capacity expansions like cGMP5 and beyond (up to blocks 5, 6, and 7) if volume visibility and business case materialize.
  • New capacities include the commissioned HF plant and upcoming R32 plant, expected to drive growth from FY28 onwards.
  • Debottlenecking and new capex plans related to specialty chemicals and refrigerant gases are in the pipeline with stated timelines.

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

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
2Yasho Industries Ltd
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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

Order Book & Pipeline

  • For FY28 in the agro specialty segment, order visibility indicates a capacity utilization target of around 80%, considered optimal for an MPP environment.
  • The company processed 13 new molecules in the specialty business in FY26, with three introduced in Q4.
  • Contracted volumes for the Nectar project are fully covered; additional molecules offer better risk management with ongoing qualification shipments and downstream applications being explored.
  • Current utilization for Nectar plant expected around 75%-80% by end of FY28.
  • No visible demand disruption; order books and order visibility remain solid.

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.

Full financials →

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

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  • Paragon Fine (Q4 FY26)

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Frequently Asked Questions

What were Navin Fluo.Intl. Q4 FY26 results?

Future growth expectations for Navin Fluorine International Limited: - HPP Business: - R32 and HFC capacities expansion (15,000 MT/year) commissioning expected by Q3 FY27. FY26 financials showed strong growth: consolidated revenue up 41%, EBITDA doubled, and PAT up 130%+.

What is Navin Fluo.Intl. share price analysis?

Navin Fluo.Intl. currently shows a neutral. 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?

Chemours project is on track for commissioning by end of June/early July 2026.

Keep Navin Fluo.Intl. on your radar — track it to get its next earnings analysis in your feed.

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.