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Navin Fluorine Q3 FY26 PAT Jumps 122% to ₹185 Cr; Revenue Up 47% YoY
Navin Fluorine reported a stellar Q3 FY26 performance with revenue growing 47% YoY to ₹892 crores, driven by strong growth across all business verticals. The company's EBITDA margins expanded significantly to 34.5%, up from 24.3% in the previous year, reflecting strong operating leverage and better realizations. Notably, the Specialty Chemicals segment achieved its highest-ever quarterly revenue of ₹354 crores, while the CDMO business grew by 61% YoY. With the successful commissioning of Wave-1 CAPEX projects and a healthy pipeline for Wave-2, the company remains well-positioned for sustainable growth.
முக்கிய அம்சங்கள்
Consolidated Revenue for Q3 FY26 rose 47% YoY to ₹892 crores, surpassing full-year FY25 revenue within nine months.Net Profit (PAT) surged 122% YoY to ₹185 crores, with EBITDA margins expanding by 1,020 bps to 34.5%.Specialty Chemicals vertical recorded its highest-ever quarterly revenue of ₹354 crores, a 60% YoY increase.Successfully commissioned cGMP-4 Phase-1 and AHF projects, marking the completion of Wave-1 CAPEX.Maintained a strong balance sheet with a net debt-to-equity ratio of 0.03x and working capital below 80 days.
👀 கவனிக்க வேண்டியவை
Investors should view this as a strong growth signal given the massive margin expansion and successful execution of CAPEX projects. The stock remains a high-conviction play in the specialty fluorochemicals and CDMO space with clear revenue visibility.
Navin Fluorine Q3FY26: Revenue up 47% YoY to ₹892 Cr, EBITDA jumps 109%
Navin Fluorine reported a robust Q3FY26 with consolidated revenue growing 47% YoY to ₹892.4 crore. Operating EBITDA saw a significant surge of 109% YoY to ₹307.6 crore, with margins expanding by 1017 bps to 34.5%. Growth was driven by strong performance across Specialty Chemicals (+60% YoY), CDMO (+61% YoY), and HPP (+35% YoY) segments. The company is also progressing on several capex projects, including HFC expansion and MPP de-bottlenecking, aimed at future growth.
முக்கிய அம்சங்கள்
Consolidated Revenue for Q3FY26 grew 47% YoY to ₹892.4 crore and 18% Q-o-Q.Operating EBITDA margin expanded significantly to 34.5%, up from 24.3% in the previous year.Specialty Chemicals revenue reached its highest-ever quarter at ₹354 crore, up 60% YoY.CDMO business grew 61% YoY to ₹127 crore with strong order visibility for CY26 and beyond.Announced ₹236.5 crore capex for additional HFC capacity (R32) with a peak revenue potential of ₹600-825 crore.
👀 கவனிக்க வேண்டியவை
Investors should note the significant margin expansion and strong performance across all three business verticals. The stock remains a key play in the fluorination space with visible growth from upcoming capex in HFC and Specialty Chemicals.
Navin Fluorine Q3 FY26: Revenue up 47% YoY to ₹892 Cr, EBITDA Margins Expand to 34.5%
Navin Fluorine reported a robust Q3 FY26 with consolidated revenue growing 47% YoY to ₹892.4 crore, driven by strong performance across all business verticals. Operating EBITDA surged 109% YoY to ₹307.6 crore, with margins expanding significantly by 1017 bps to 34.5%. The Specialty Chemicals segment achieved its highest-ever quarterly revenue of ₹354 crore, while the CDMO and HPP segments grew by 61% and 35% respectively. The company is aggressively investing in capex, including a ₹236.5 crore HFC expansion and ₹75 crore MPP de-bottlenecking, both targeted for Q3 FY27.
முக்கிய அம்சங்கள்
Consolidated Revenue grew 47% YoY to ₹892.4 Cr; PAT increased 122% YoY to ₹185.4 Cr.Operating EBITDA margin expanded significantly to 34.5% from 24.3% in the previous year.Specialty Chemicals segment recorded its highest-ever quarterly revenue of ₹354 Cr, up 60% YoY.CDMO business showed strong momentum with 61% YoY growth and robust order visibility for Q4 and beyond.Announced HFC (R32) capex of ₹236.5 Cr with a peak revenue potential of ₹600-825 Cr per annum.
👀 கவனிக்க வேண்டியவை
Investors should consider this a strong performance update, highlighting successful execution in high-margin segments and clear visibility for future growth through massive capex. The significant margin expansion and 'highest-ever' specialty revenue suggest a structural improvement in profitability.
Navin Fluorine Commences Commercial Production of 40,000 TPA AHF Plant at Dahej
Navin Fluorine International Limited has successfully commissioned its new Anhydrous Hydrofluoric Acid (AHF) manufacturing plant at Dahej as of February 06, 2026. The facility has a significant production capacity of 40,000 tonnes per annum, which was built with a capital expenditure of ₹450 crores. This project, originally announced in March 2023, is now fully operational and entering the commercial production phase. This expansion is expected to enhance the company's backward integration capabilities and support its specialty chemicals business.
முக்கிய அம்சங்கள்
Commenced commercial production of a new 40,000 tonnes per annum hydrofluoric acid capacityTotal capital expenditure for the project amounted to ₹450 croresFacility is located at the Navin Fluorine Advanced Sciences Limited site in DahejSuccessful commissioning follows the initial investment announcement made on March 17, 2023
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive growth catalyst that strengthens the company's supply chain and margin profile. Monitor the utilization rates of this new capacity in upcoming quarterly reports to gauge revenue impact.
Navin Fluorine Q2 FY26 PAT Jumps 152% YoY to ₹148 Cr; EBITDA Margins Expand to 32.5%
Navin Fluorine reported a robust Q2 FY26 with consolidated revenue growing 46% YoY to ₹758.4 crore, driven by strong performance across CDMO (+98%) and Specialty Chemicals (+39%). Operating EBITDA surged 129% YoY to ₹246.2 crore, with margins expanding significantly by 1176 bps to 32.5%. The company also announced new capex of ₹236.5 crore for HFC capacity and ₹75 crore for MPP de-bottlenecking, targeting a combined peak revenue potential of nearly ₹1,000 crore per annum.
முக்கிய அம்சங்கள்
Consolidated Net Revenue for Q2 FY26 rose 46% YoY to ₹758.4 crore, while H1 FY26 revenue grew 42% to ₹1,483.8 crore.CDMO business vertical showed the highest growth, nearly doubling (+98%) to ₹134 crore in Q2 FY26.Operating EBITDA margins improved sharply to 32.5% in Q2 FY26 from 20.7% in the same quarter last year.Announced ₹236.5 crore capex for R32 HFC capacity with a peak revenue potential of ₹600-825 crore per annum.Net Profit (PAT) for the quarter stood at ₹148.37 crore, representing a 152% increase over Q2 FY25.
👀 கவனிக்க வேண்டியவை
The strong margin recovery and aggressive capex plans indicate a positive growth trajectory; investors should monitor the timely commissioning of the R32 and MPP projects by Q3 FY27.
📊 கடந்த 7 நாட்கள் — உணர்வு அடிப்படையில் பகுப்பாய்வு செய்யப்பட்ட அறிவிப்புகள்
Navin Fluorine Shareholders Approve Kartikeya Dube as Independent Director with 99.96% Majority
Navin Fluorine International Limited has announced the successful passage of a special resolution to appoint Mr. Kartikeya Dube as an Independent Director. The resolution was approved via a postal ballot process with an overwhelming 99.96% of votes cast in favor. Mr. Dube, who is the Chairman of bp Group of Companies in India, brings over 30 years of experience in finance, M&A, and the energy sector. This appointment, effective from December 3, 2025, is expected to strengthen the company's board governance and strategic oversight.
முக்கிய அம்சங்கள்
Special resolution for the appointment of Mr. Kartikeya Dube passed with 99.9575% votes in favor.A total of 37,787,936 valid votes were polled during the remote e-voting period ending January 28, 2026.Mr. Dube brings 30+ years of experience and currently serves as Chairman of bp Group of Companies, India.The appointment is for a fixed term and the director is not liable to retire by rotation.Only 0.0425% of the total votes (16,055 votes) were cast against the resolution.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive governance move that adds significant industrial and financial expertise to the board. No immediate trading action is required as this is a routine but high-quality management reinforcement.
Navin Fluorine Commences Commercial Production at Phase 1 of cGMP-4 Plant in Dewas
Navin Fluorine International Limited has officially commenced commercial production at Phase 1 of its cGMP-4 facility in Dewas as of December 31, 2025. This milestone follows the successful validation of batches by a European partner, ensuring the facility meets international quality standards. The project, which has been under development since early 2024, marks a significant transition from capital expenditure to revenue generation. This expansion is strategically aimed at strengthening the company's high-margin Contract Research and Manufacturing Services (CRAMS) vertical.
முக்கிய அம்சங்கள்
Commencement of commercial operations at Phase 1 of the cGMP-4 plant in Dewas.Successful validation of product batches by an unnamed European partner.Project execution follows previous regulatory updates from February 2024 and September 2025.Facility is expected to significantly contribute to the company's CRAMS business revenue.
👀 கவனிக்க வேண்டியவை
Investors should monitor the revenue ramp-up from this facility in the coming quarters and look for updates regarding the commencement of Phase 2. The successful validation by a European partner is a strong indicator of the company's execution capabilities in the specialty chemicals space.
Navin Fluorine Proposes Appointment of Kartikeya Dube as Independent Director for 5-Year Term
Navin Fluorine International Limited has issued a postal ballot notice to seek shareholder approval for the appointment of Mr. Kartikeya Dube as an Independent Director. Mr. Dube, who is currently the Chairman of bp Group of Companies in India, is proposed for a five-year term effective from December 3, 2025, through December 2, 2030. The electronic voting period for shareholders is set to run from December 30, 2025, to January 28, 2026. This move aims to leverage Mr. Dube's 30-plus years of experience in finance, M&A, and the energy sector to strengthen the company's strategic oversight.
முக்கிய அம்சங்கள்
Proposed appointment of Mr. Kartikeya Dube as Independent Director for a 5-year term ending December 2, 2030.Mr. Dube brings over 30 years of experience, currently serving as Chairman of bp Group of Companies, India, and former CFO of Jio-bp.Shareholder voting via electronic postal ballot is scheduled from December 30, 2025, to January 28, 2026.The appointment requires a Special Resolution from the members of the company.Mr. Dube's expertise spans strategic planning, finance, risk management, and M&A across global energy value chains.
👀 கவனிக்க வேண்டியவை
Investors should view this as a positive governance development that adds significant industrial and financial expertise to the board. Shareholders are encouraged to participate in the e-voting process before the January 28, 2026 deadline.
NFL Board Discusses Non-Compliance Notice for Quarter Ended 30.06.2025
National Fertilizers Limited (NFL) addressed a notice from NSE regarding non-compliance with SEBI (LODR) Regulations for the quarter ended June 30, 2025. The Board reviewed the notice on November 11, 2025, noting that the company had requested NSE and BSE to withdraw the notices and waive fines due to a lack of control over Independent Director appointments. NSE accepted NFL's waiver request for Regulation 18(1) and 19(1) for specific periods. The Board decided to re-engage with the Department of Fertilizers (DoF) for the appointment of an adequate number of Independent Directors to ensure compliance.
முக்கிய அம்சங்கள்
Notice regarding non-compliance of Regulation 17(1), 18(1), 19(1)/(2), 20(2)/(2A) and 21(2) for the quarter ended 30.06.2025.NSE accepted NFL's waiver request for Regulation 18(1) and 19(1) for the period from 31.03.2025 to 30.06.2025 and 31.12.2024 to 30.06.2025 respectively.Board Meeting held on 11.11.2025 to discuss the notice.
👀 கவனிக்க வேண்டியவை
Investors should monitor NFL's progress in appointing Independent Directors and engaging with the DoF to ensure compliance with listing regulations. Any failure to comply could lead to further regulatory action.
NAVINFLUOR: Kartikeya Dube appointed as Additional Non-Executive Independent Director
Navin Fluorine International Limited announced the appointment of Mr. Kartikeya Dube (DIN: 00929373) as an Additional Non-Executive Director and Independent Director. His term will be for 5 consecutive years commencing from December 03, 2025, subject to member approval. Mr. Dube has over 30 years of experience in business, finance, and governance. He currently serves as Chairman, bp Group of Companies, India.
முக்கிய அம்சங்கள்
Mr. Kartikeya Dube appointed as Additional Non-Executive Director and Independent Director (DIN: 00929373)Term of appointment: 5 consecutive years commencing from December 03, 2025Mr. Dube has more than 30 years of diverse and rich experienceHe is Chairman, bp Group of Companies, India
👀 கவனிக்க வேண்டியவை
Investors should monitor the performance and contributions of the new director. No immediate action is required, but stay informed about future strategic decisions.
⚠️இந்தத் தளம் எவ்வாறு உருவாக்கப்படுகிறது: சந்தைத் தரவுப் பக்கங்கள் NSE/BSE வெளியீடுகள் மற்றும் நிறுவனங்களின் தாக்கல்களிலிருந்து தானாகக் கணக்கிடப்படுகின்றன; செய்திக் கட்டுரைகளும் அறிவிப்புப் பகுப்பாய்வுகளும் AI உதவியுடன் எழுதப்படுகின்றன, மனித மேற்பார்வையுடன்: AI உருவாக்குவதை எங்கள் ஆசிரியர்கள் மதிப்பாய்வு செய்கின்றனர். இரண்டிலும் பிழைகள் இருக்கலாம். எந்தவொரு முதலீட்டு முடிவுக்கு முன்பும் அசல் மூலங்களில் சரிபார்க்கவும். முதலீட்டு ஆலோசனை அல்ல; Flash Finance SEBI-பதிவு பெற்றது அல்ல. நாங்கள் AI-ஐ எவ்வாறு பயன்படுத்துகிறோம்
🎁 ஆரம்பகால ஆதரவாளர்களுக்கு மட்டும் · குறுகிய கால சலுகை
எங்கள் AI பங்குச் சந்தை பகுப்பாய்வு: டெலிகிராம், வாட்ஸ்அப்பில் இலவசம்
⚡ 3500+ நிறுவனங்களை நாங்கள் உடனுக்குடன் கண்காணிக்கிறோம். NSE-யில் ஒரு நிறுவன அறிவிப்பு வெளியானதுமே, எங்கள் AI அதைப் படித்து, சுருக்கி, அதன் தாக்கத்தைச் சில நொடிகளில் உங்களுக்குச் சொல்கிறது.
இதுபோன்ற AI பகுப்பாய்வுக்குக் கட்டணத் தளங்கள் ஆண்டுக்கு ₹1,00,000-க்கும் மேல் வசூலிக்கின்றன. எங்கள் சேனல்களில் இது இலவசம்.
