Navin Fluorine Q2 FY26 Earnings Results

Navin Fluorine International Ltd is primary engaged in producing refrigeration gases, inorganic fluorides, specialty organofluorines and offers contract research and manufacturing services. Its portfolio includes 50+ fluorinated compounds developed over the years.

 

Q2 FY26 Earnings Results:

• Revenue from Operations: ₹758.42 crore, up 46.3% YoY and 4.6% QoQ from ₹725.40 crore in Q1 FY26.

• Profit After Tax (PAT): ₹148.37 crore, up 152.2% YoY and 26.6% QoQ from ₹117.17 crore in Q1 FY26.

• EBITDA: ₹246.17 crore, margin expanded to 32.46% (highest in recent history, up by 1,176 bps YoY).

• PAT margin: 19.56% compared to 11.34% last year.

• EPS: ₹29.02, up 144.9% YoY.

• Operating profit and margin surge attributed to improved product mix, high-margin specialty chemicals, better capacity utilization, and capital efficiency.

• Total expenses: ₹579.13 crore, up 27.9% YoY, but 0.9% lower QoQ.

 

Management Commentary & Strategic Decisions:

• Management highlighted robust volume and realization growth driven by specialty chemicals, operational efficiency, and international market expansion.

• Company focusing on innovation, R&D, and environmental stewardship to sustain momentum amid margin improvements.

• Strong visibility in the order book, with expectations for sustained revenue growth in H2 FY26 and stable pricing in refrigerants.

• Successful commercialization of new capacities and product launches contributed to exceptional profit expansion.

 

 

Q1 FY26 Earnings Results:

• Revenue from Operations: ₹725.40 crore, up 38.5% YoY and 3.49% QoQ.

• Profit After Tax (PAT): ₹117.17 crore, up 129% YoY and 66.5% QoQ.

• EBITDA: ₹206.79 crore, margin at 28.51% (up 935 bps YoY).

• EPS: ₹23.60, up 129.1% YoY.

• Segment growth led by specialty chemicals and international sales.

 

To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.