Navin Fluorine to meet analysts on Nov 21, reports strong Q2 FY26 growth, and announces ₹311.5 crore capex
Navin Fluorine reported strong Q2 FY26 consolidated results with sales up 46% Y-o-Y and EBITDA up 129% Y-o-Y. The company announced ₹311.5 crore capex for HFC and MPP capacity expansion and will meet investors on November 21, 2025.
The announcement includes exceptionally strong quarterly financial results with triple-digit growth in profitability metrics, alongside significant strategic capital expenditure aimed at future growth and supporting new product launches. These factors combined indicate a high potential impact on the company's valuation and future performance.
The company reported significant year-on-year growth across all key financial metrics (Sales, EBITDA, PBT, PAT) for both Q2 FY26 and H1 FY26. Additionally, strategic capex announcements for capacity expansion in HFC and MPP, with substantial revenue potential, indicate strong future growth prospects and positive business momentum.
Navin Fluorine International Limited will interact with Analysts/Investors on November 21, 2025, at the JM Financial: Powering India’s Next Big Leap event. The company reported robust consolidated financial performance for Q2 FY26 and H1 FY26: * Q2 FY26 Consolidated Financials: * Sales: ₹758.4 crore, up 46% Y-o-Y and 5% Q-o-Q. * Operating EBITDA: ₹246.2 crore, up 129% Y-o-Y and 19% Q-o-Q. * Operating EBITDA Margin: 32.5%, an increase of 1176 bps Y-o-Y and 395 bps Q-o-Q. * Operating PBT: ₹179.3 crore, up 173% Y-o-Y and 27% Q-o-Q. * Profit After Tax: ₹148.37 crore, up 152.24% Y-o-Y and 26.63% Q-o-Q. * H1 FY26 Consolidated Financials: * Sales: ₹1,483.8 crore, up 42% Y-o-Y. * Operating EBITDA: ₹453.0 crore, up 118% Y-o-Y. * Operating EBITDA Margin: 30.5%, an increase of 1060 bps Y-o-Y. * Operating PBT: ₹320.5 crore, up 159% Y-o-Y. * Profit After Tax: ₹265.54 crore, up 141.36% Y-o-Y. * Business Vertical Highlights (Q2 FY26 Revenue Growth Y-o-Y): * High-Performance Products (HPP): +38%. AHF capex mechanical trials underway, commissioning by Q3 FY26. * Specialty Chemicals: +39%. Strong outlook for H2 backed by purchase orders. Chemours project on track for completion in Q1 FY27. * Contract Development & Manufacturing Organization (CDMO): +98%. Order book pipeline till FY27. Validation batches started in cGMP4 for European CDMO MSA, supplies targeted by January 2026. * Capex Announcements: * Additional HFC capacity: ₹236.5 crore for up to 15,000 MTPA of R32, expected to be commissioned by Q3 FY27, with a peak revenue potential of ~₹600-825 crore per annum. * De-bottlenecking MPP capacity at Dahej: ₹75 crore to support a new molecule for a global innovator, targeted commissioning by Q3 FY27, with a peak revenue potential of ~₹140-160 crore per annum. The discussions during the analyst/investor meet will be based on publicly available information, and an Investor Presentation for October 2025 is enclosed.
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See the model portfoliosA plain-language summary of a public exchange filing by Navin Fluorine International Limited. Read the original for the full detail.