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:
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Revenue from Operations: ₹758.42 crore, up 46.3% YoY and 4.6% QoQ from ₹725.40 crore in Q1 FY26.
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Profit After Tax (PAT): ₹148.37 crore, up 152.2% YoY and 26.6% QoQ from ₹117.17 crore in Q1 FY26.
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EBITDA: ₹246.17 crore, margin expanded to 32.46% (highest in recent history, up by 1,176 bps YoY).
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PAT margin: 19.56% compared to 11.34% last year.
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EPS: ₹29.02, up 144.9% YoY.
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Operating profit and margin surge attributed to improved product mix, high-margin specialty chemicals, better capacity utilization, and capital efficiency.
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Total expenses: ₹579.13 crore, up 27.9% YoY, but 0.9% lower QoQ.
Management Commentary & Strategic Decisions:
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Management highlighted robust volume and realization growth driven by specialty chemicals, operational efficiency, and international market expansion.
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Company focusing on innovation, R&D, and environmental stewardship to sustain momentum amid margin improvements.
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Strong visibility in the order book, with expectations for sustained revenue growth in H2 FY26 and stable pricing in refrigerants.
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Successful commercialization of new capacities and product launches contributed to exceptional profit expansion.
Q1 FY26 Earnings Results:
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Revenue from Operations: ₹725.40 crore, up 38.5% YoY and 3.49% QoQ.
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Profit After Tax (PAT): ₹117.17 crore, up 129% YoY and 66.5% QoQ.
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EBITDA: ₹206.79 crore, margin at 28.51% (up 935 bps YoY).
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EPS: ₹23.60, up 129.1% YoY.
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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.