Navin Fluorine International Limited — Q2FY27 earnings call summary

Filed 06 November 2026 · Official transcript

Capex plans include HFC capacity expansion, Chemours project commissioning in Q3 FY27, and advanced materials capacity by Q2 FY28
Q2 FY27 consolidated revenue 11.91bn INR +57% y-y; EBITDA 4.07bn INR +66% y-y; margin 34.2%; PAT 2.69bn INR +81% y-y
H1 FY27 revenue 22.36bn INR +51% y-y; EBITDA 7.65bn INR +69%; margin 34.2%; PAT 5.13bn INR +93%
CDMO business nearing USD100m run rate with Phase 2 cGMP-4 facility commissioning by Q4 FY27
Long-term growth expected from Advanced Materials segment targeting 10-15% of revenue by 2030
Specialty Chemicals growth supported by MPP capacity debottlenecking and expanding product pipeline
HPP segment growth driven by higher volumes, improved pricing, and contract extension with Solstice adding USD180m revenue potential
Focus on operational efficiency, digital integration, AI in R&D, and renewable energy to meet 60%+ energy needs