Navin Fluorine Q1 FY27 Revenue Soars 44% YoY to ₹1,045 Cr, EBITDA Up 73%
Navin Fluorine reported a strong Q1 FY27 with revenue up 44% YoY to ₹1,045 crore and EBITDA up 73% YoY to ₹357 crore. CDMO business grew 82%, Specialty Chemicals by 48%, and HPP by 33%. Significant capex is planned for advanced materials, cGMP4 expansion, and renewable energy.
The strong financial results, particularly the significant revenue and profit growth across all segments, coupled with strategic investments in future growth areas and capacity expansion, will have a material positive impact on the company's market position and investor confidence.
The company reported substantial year-on-year growth in revenue, EBITDA, and PBT, indicating strong operational and financial performance. Growth in all key business verticals and ongoing strategic capex plans further support a positive outlook.
Navin Fluorine International Limited has announced its financial results for the first quarter of the financial year 2026-27 (Q1 FY27), ending June 30, 2026. The company reported a significant year-on-year increase in revenue from operations, which grew by 44% to ₹1,045.08 crore, compared to ₹725.40 crore in Q1 FY26. Sequentially, revenue increased by 11% from ₹937.71 crore in Q4 FY26.
Operating EBITDA saw a substantial rise of 73% year-on-year, reaching ₹357.07 crore from ₹206.79 crore in the prior year's quarter. The Operating EBITDA margin improved by 566 basis points year-on-year to 34.2%, although it saw a slight decrease of 8 basis points quarter-on-quarter. Operating Profit Before Tax (PBT) more than doubled, increasing by 101% year-on-year to ₹283.27 crore from ₹141.20 crore in Q1 FY26. Profit After Tax (PAT) also surged by 108% to ₹243.31 crore.
The company's business verticals demonstrated strong performance. High-Performance Products (HPP) revenue grew by 33% to ₹407 crore, driven by volume and higher realisations, with pricing for HFC remaining constructive. The Specialty Chemicals segment reported an impressive 48% revenue growth to ₹325 crore, underpinned by strong order visibility and a robust product pipeline. The Contract Development and Manufacturing Organisation (CDMO) business experienced the highest growth, with revenue soaring by 82% to ₹180 crore, backed by continued deeper engagement with a European CDMO major.
Navin Fluorine is also investing in future growth through new capex projects. This includes Phase II of cGMP4 capex of ₹125 crore, expected to operationalize by Q4 FY27, and de-bottlenecking of MPP capacity at Dahej for ₹75 crore, targeted for commissioning by Q3 FY27. The company is also incubating an advanced materials vertical with a ₹90 crore capex, expected by Q2 FY28, focusing on niche applications in data centers, electronics, defense, and semiconductors. Additionally, a ₹120 crore capex is underway for initial commercial capacity for liquid cooling products, with 35% funded by a customer and targeted for commissioning by Q2 FY27. The company also invested ₹15.73 crore in a hybrid power plant to meet over 60% of its energy needs from renewable sources.
The company is committed to ESG principles, aiming for 50% use of renewable electricity by 2030 and a 30% reduction in carbon emissions by 2030. The Board of Directors comprises experienced members, with a focus on governance and stakeholder value.
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