Navin Fluorine Q4FY26 Results: Sales Surge 34% to ₹937.7 Cr, EBITDA Soars 80%
Navin Fluorine reported Q4FY26 consolidated sales of ₹937.7 crore, up 34% YoY, and Operating EBITDA of ₹321.2 crore, up 80% YoY. For FY26, sales rose 41% to ₹3313.9 crore, with Operating EBITDA up 103% to ₹1081.7 crore. Major capex includes HFC MPP and Advanced Materials projects targeting Q3FY27 and Q1FY27 commissioning.
The significant double-digit growth in key financial metrics like sales and EBITDA, coupled with substantial capital expenditure plans for future growth, indicates a high impact on the company's financial health and future prospects.
The company has reported strong year-on-year growth in sales, EBITDA, and PBT for both the quarter and the full financial year, indicating a positive financial performance.
Navin Fluorine International Limited has announced its financial results for the fourth quarter and full financial year ended March 31, 2026. The company reported a significant year-on-year increase in its financial performance.
For the fourth quarter of FY26, Navin Fluorine's consolidated sales reached ₹937.7 crore, marking a 34% rise compared to the same period last year and a 5% increase quarter-on-quarter. Operating EBITDA saw a substantial jump of 80% year-on-year to ₹321.2 crore, with an improved EBITDA margin of 34.2%. Operating Profit Before Tax (PBT) surged by 118% year-on-year to ₹251.0 crore.
For the full financial year 2025-26, consolidated sales grew by 41% year-on-year to ₹3313.9 crore. Operating EBITDA more than doubled, increasing by 103% year-on-year to ₹1081.7 crore, with an EBITDA margin of 32.6%. Operating PBT also saw a significant increase of 142% year-on-year to ₹814.6 crore.
The company's capital expenditure includes an HFC MPP project with a capex of ₹236.5 crore, expected to be commissioned by Q3FY27, and an Advanced Materials project with a capex of ₹120 crore, partially funded by a customer, targeted for commissioning by Q1FY27. Additionally, a de-bottlenecking MPP capacity at Dahej, with a capex of ₹75 crore, is also targeted for commissioning by Q3FY27.
The investor presentation also highlighted the company's business verticals, with Specialty CDMO contributing 44% and HPP contributing 56% to the FY26 revenue. The company emphasized its strong R&D capabilities, integrated fluorine provider status, and commitment to ESG initiatives.
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