Navin Fluorine International

Navin Fluorine delivered a strong Q4 FY26 with consolidated revenue of ₹938 croreCurrent reported value: ₹938 crore. No comparable prior figure is available in the source record. (+34Current reported value: 34. No comparable prior figure is available in the source record.% YoY) and EBITDA of ₹321 croreCurrent reported value: ₹321 crore. No comparable prior figure is available in the source record. (+80% YoY), driven by broad-based growth across HPP (+20%), specialty chemicals (+39%), and CDMO (+61%). EBITDA margin expanded to 34.2%Current reported value: 34.2%. No comparable prior figure is available in the source record. (+992bps YoY), aided by operating leverage, favorable mix, and pricing actions. PAT surged 124% YoYCurrent reported value: 124% YoY. No comparable prior figure is available in the source record. to ₹213Current reported value: 213. No comparable prior figure is available in the source record. crore. Management highlighted six consecutive quarters of growth, with new capacities (HF plant, R32 expansion, KOS project) transitioning from investment to revenue generation. Guidance for FY27 includes high double-digit revenue growth, EBITDA margin around 30% (±1-2%), and net working capital days improving to 75-80. Key risk: sustained raw material inflation and geopolitical disruptions could pressure margins if pass-through lags.