What was Navin Fluorine International's revenue in Q4 FY26?

Navin Fluorine International reported revenue of ₹938 Cr in Q4 FY26, a +34% change year-over-year.

Did Navin Fluorine International management deliver on previous promises?

Scorecard data is being built as historical quarters are processed.

NAVINFLUORINEINTERNATION Diversified 15 May 2026

Navin Fluorine International Limited — Q4 FY26

Q: What guidance did Navin Fluorine International management give?

FY27 EBITDA margin around 30%: Management expects to maintain EBITDA margin at approximately 30% for the full year, plus or minus 1-2%, based on current business circumstances.

Navin Fluorine delivered a strong Q4 FY26 with consolidated revenue of ₹938 crore (+34% YoY) and EBITDA of ₹321 crore (+80% YoY), driven by broad-based growth across HPP (+20%), specialty chemicals (+39%), and CDMO (+61%).

Revenue ₹938 Cr +34%

EBITDA ₹321 Cr +80%

PAT ₹213 Cr +124%

EBITDA Margin 34.2% +992bps

Duration 59 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Navin Fluorine delivered a strong Q4 FY26 with consolidated revenue of ₹938 crore (+34% YoY) and EBITDA of ₹321 crore (+80% YoY), driven by broad-based growth across HPP (+20%), specialty chemicals (+39%), and CDMO (+61%). EBITDA margin expanded to 34.2% (+992bps YoY), aided by operating leverage, favorable mix, and pricing actions. PAT surged 124% YoY to ₹213 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.

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Raw material inflation and pass-through lag

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Quarter Snapshot

CDMO Revenue ₹186 Cr

+61% YoY

Driven by balanced mix of early, late-stage, and commercial molecules across therapeutic areas.

Specialty Chemicals Revenue ₹360 Cr

+39% YoY

Strong execution in existing and new molecules; 13 new molecules added in FY26.

HPP Revenue ₹393 Cr

+20% YoY

Benefiting from constructive global demand-supply environment and export opportunities.

Net Working Capital Days 74 days

-16 days YoY

Improved from 90 days; guided to remain in 75-80 days range going forward.

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Guidance and risk preview

Top guidance FY27 EBITDA margin around 30%

Management expects to maintain EBITDA margin at approximately 30% for the full year, plus or minus 1-2%, based on current business circumstances.

Top risk Raw material inflation and pass-through lag

Rising raw material costs due to geopolitical tensions may not be fully passed on immediately, potentially compressing margins in the short term.

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