Navin Fluorine International Limited
4,535words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
rs,
25%
0.37x
Rs. 571
Rs 540
Rs. 84
Rs. 30
Rs. 288
Rs. 450
Rs. 2,349.4
14%
Rs. 533.7
Guidance — 4 items
Product play
opening
“Technology tie up with Buss ChemTech AG for Solar & Electronic Grade HF Awards & Accreditations Received Gold Medal in the EcoVadis Assessment Dahej - Best Health & Wellbeing Award at 8th HSE strategy summit award 2025 FY25 - Performance at a glance 5 2 Y F Sales Rs.”
Product play
opening
“450 crore is expected to commission by Q2 FY26 50% Q4FY25 50% India International Consolidated Financials 7 Business Vertical - Specialty Chemicals Revenues Q4FY25 Highlights +1% 257 259 Q4FY24 Q4FY25 ✓ ✓ ✓ Optimal capacity utilization at Dahej & Surat with strong order visibility for FY26 2 new molecules planned, supplies to begin in Q1FY26 Fluoro specialty at Dahej - Commercial Production started in Dec’24 32% ✓ Surat - Rs.”
Product play
opening
“30 crore capex for new capability - Dispatches commenced in Feb’ 25 Q4FY25 68% India International Consolidated Financials 8 Business Vertical - CDMO Revenues Q4FY25 Highlights +141% 115 48 Q4FY24 Q4FY25 23% Q4FY25 77% India International Consolidated Financials 9 ✓ ✓ ✓ Growth reflects continued pipeline of RFQs and orders European CDMO MSA – - Projections for FY26 and beyond continue to remain robust, orders for CY25 in hand - New molecule orders received for deliveries in FY26”
Strategy -in-action
opening
“- EU Major – Order received for supply in FY26 - US Major – Commercial order expected for delivery in FY26 ( Scale-up order delivered) ✓ cGMP4 capex for Rs.”
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Speaking time
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Opening remarks
Product play
Technology tie up with Buss ChemTech AG for Solar & Electronic Grade HF Awards & Accreditations Received Gold Medal in the EcoVadis Assessment Dahej - Best Health & Wellbeing Award at 8th HSE strategy summit award 2025 FY25 - Performance at a glance 5 2 Y F Sales Rs. 2,349.4 Crs + 14% Y-o-Y Operating EBITDA Rs. 533.7 Crs Operating EBITDA Margin 22.7% + 34% Y-o-Y + 343 bps Y-o-Y Operating PBT Rs. 336.4 Crs + 48% Y-o-Y Revenue Growth (Y-o-Y) HPP 26% Consolidated Financials 5 Specialty -6% CDMO 31% Q4FY25 - Performance at a glance 5 2 Y F 4 Q Sales Rs. 700.9 Crs + 16% Y-o-Y + 16% Q-o-Q Revenue Growth (Y-o-Y) Operating EBITDA Rs. 178.7 Crs Operating EBITDA Margin 25.5% + 62% Y-o-Y + 721 bps Y-o-Y Operating PBT Rs. 115.2 Crs + 72% Y-o-Y + 21% Q-o-Q + 120 bps Q-o-Q + 18% Q-o-Q HPP 10% Specialty 1% CDMO 141% Consolidated Financials 6 Business Vertical - HPP Revenues Q4FY25 Highlights +10% 297 326 Q4FY24 Q4FY25 ✓ ✓ ✓ ✓ Revenue growth underpinned by higher volumes and improved realizations Excl
Strategy -in-action
- EU Major – Order received for supply in FY26 - US Major – Commercial order expected for delivery in FY26 ( Scale-up order delivered) ✓ cGMP4 capex for Rs. 288 crore – Phase 1 capex of Rs. 160 crore on track to commission by end of Q3FY26 Partnership with Chemours Expanding Advanced Materials Space footprint into niche Demonstrates our ability to Absorb, Scale and Commercialize high end technology driven products 10 Strategic Partnership with Chemours and foray into High Growth Advanced Materials ✓ ✓ ✓ ✓ Partnership to establish initial capacity & enable adoption of Opteon two-phase immersion cooling fluid to address data center cooling needs created by AI and next- generation chips Navin Fluorine will establish manufacturing facility at Surat, Gujarat, at an estimated capex of $14MN, including $5MN of contribution by Chemours The project is expected to be operational during Q1FY27 (April 2026 to June 2026) As market adoption deepens, Navin Fluorine and Chemours will get into discussi
CSR contribution made to
SHRI SADGURU SEVA SANGH TRUST CHARUTAR AROGYA MANDAL BLIND PEOPLE’S ASSOCIATION FOUNDATION FOR PROMOTION OF SPORTS SIR J.J. HOSPITAL CONSUMER EDUCATION AND RESEARCH CENTRE ACT-EVE FOUNDATION SHALA PRAVESHOTSAV Shala Praveshotsav CANCER PATIENT AID ASSOCIATION KC MAHINDRA EDUCATION TRUST SHAKTI FOUNDATION MOBILE HEALTH VANS Shala Praveshotsav 33 For further information, please contact:
Investor Relations Advisors
Navin Fluorine International Ltd. CIN : L24110MH1998PLC115499 MUFG Intime India Private Limited A part of MUFG Corporate Markets, a division of MUFG Pension & Market Services Mr. Anish Ganatra Chief Financial Officer anish.ganatra@nfil.in anish.ganatra@nfil.in www.nfil.in www.nfil.in Ms. Payal Dave payal.dave@in.mpms.mufg.com payal.dave@in.mpms.mufg.com Mr. Bhavya Shah bhavya.shah@in.mpms.mufg.com bhavya.shah@in.mpms.mufg.com For Meeting request – Click here Click here
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