Chemicals
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Updated on 31 Oct 2025, 04:30 am
Reviewed By
Aditi Singh | Whalesbook News Team
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Navin Fluorine International Limited experienced a substantial surge, with its stock climbing nearly 14% to ₹5,615.7, its best single-day performance since March 2020. This jump followed impressive financial results. Revenue grew 46% year-on-year to ₹758 crore, and EBITDA more than doubled. Margins significantly improved by 12 percentage points to 32.4% from 20.8%. Strong performance was seen across its High Performance Products (HPP) division (revenue up 38% to ₹404 crore), specialty business (up 35% to ₹219 crore), and CDMO business (nearly doubled to ₹134 crore). Navin Fluorine expects margins to remain around 30% for FY26, with upward bias for FY27, and projects CDMO revenue of $100 million by FY27. Impact: This strong earnings report and positive outlook have boosted investor confidence, leading to a significant stock price jump. The company's strategic focus on high-margin segments like CDMO and HPP, combined with favorable analyst ratings, suggests continued positive momentum. The company's projected margin stability and growth in specialized businesses indicate resilience and potential for future shareholder value creation. Rating: 8/10. Definitions: * EBITDA: Earnings Before Interest, Tax, Depreciation, and Amortisation; a measure of operating performance. * HPP: High Performance Products; specialized chemicals for demanding applications. * CDMO: Contract Development and Manufacturing Organization; provides drug development and manufacturing services on contract. * CAGR: Compounded Annual Growth Rate; the average annual growth rate of an investment over time. * Margins: Profit margins, indicating profit as a percentage of revenue.
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