Navin Fluorine Q2 FY27 Revenue Surges 57% YoY to ₹1,190.7 Cr; H1 FY27 Sales up 51%
Navin Fluorine reported a 57% YoY revenue increase to ₹1,190.7 Cr for Q2 FY27, with H1 FY27 revenue up 51% to ₹2,235.8 Cr. Operating EBITDA grew 66% YoY to ₹407.5 Cr in Q2 FY27. The company extended an HFO supply contract, adding ~$180 million in potential revenue. Capex of ₹125 Cr for Phase II - cGMP4 is targeted for Q4 FY27 completion.
The significant revenue growth, improved profitability, and strategic contract extensions indicate a strong financial performance and positive future outlook, which will have a material impact on the company's valuation and investor sentiment.
The company reported strong year-on-year growth in revenue and profitability across all key segments, along with positive developments in strategic initiatives and contract extensions.
Navin Fluorine International Limited has announced its financial results for the second quarter (Q2) and first half (H1) of the financial year 2026-27 (FY27). The company reported a significant increase in consolidated revenue, with Q2 FY27 sales reaching ₹1,190.7 crore, a 57% year-on-year (YoY) jump and a 14% sequential increase from Q1 FY27.
For the first half of FY27, consolidated revenue stood at ₹2,235.8 crore, marking a 51% YoY growth. The company also saw substantial improvements in profitability metrics. Operating EBITDA for Q2 FY27 grew by 66% YoY to ₹407.5 crore, with the Operating EBITDA margin improving by 176 basis points YoY to 34.2%. Operating PBT surged by 87% YoY to ₹336.0 crore.
For H1 FY27, Operating EBITDA increased by 69% YoY to ₹764.5 crore, and Operating PBT rose by 93% YoY to ₹619.2 crore. The company's business verticals showed strong performance. The High-Performance Products (HPP) segment revenue grew by 49% YoY in Q2 FY27, driven by higher volumes and improved realisations, including an extended HFO supply contract with Solstice Advanced Materials US, Inc., adding ~$180 million in potential revenue over 11 years.
The Specialty Chemicals segment reported a 58% YoY revenue growth in Q2 FY27, supported by strong order visibility and a scaling product pipeline. The Contract Development and Manufacturing Organisation (CDMO) business witnessed an impressive 78% YoY revenue growth in Q2 FY27, driven by deeper engagement with a European CDMO major and positive developments in pipeline molecules. Phase II - cGMP4 capex of ₹125 crore is on track for completion by the end of Q4 FY27.
Navin Fluorine is also incubating an advanced materials business vertical focused on niche applications in sectors like data centers, electronics, defense, and semiconductors. Ongoing capex programs include additional HFC capacity, the Chemours Project targeted for commissioning by Q3 FY27, and a renewable power project aiming for over 60% of energy needs met from renewable sources.
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