Navin Fluorine International Limited (NFIL) reported robust financial results for the quarter and half-year ended September 30, 2025. Q2 revenue reached ₹758.4 Crs, up 46% year-over-year, while H1 revenue hit ₹1483.8 Crs, a 42% increase. Significant profit growth was seen across HPP, Specialty chemicals and CDMO business segments. The company also announced new capex plans for HFC and MPP capacity expansions, with commissioning targeted for Q3 FY27.
Financial Performance Highlights
Navin Fluorine International Limited (NFIL) showcased impressive financial growth in the second quarter and first half of fiscal year 2026:
- Q2 FY26: Revenue stood at ₹758.4 Crs, marking a 46% year-over-year increase and a 5% quarter-over-quarter growth. Operating EBITDA reached ₹246.2 Crs, a surge of 129% year-over-year.
- H1 FY26: Revenue totaled ₹1483.8 Crs, a 42% increase compared to the previous year. Operating EBITDA was reported at ₹453.0 Crs, a remarkable 118% year-over-year growth.
Segment Performance
All three of NFIL’s business segments contributed to the strong overall performance:
- HPP (Hydro Processing): Revenue growth of 38% in Q2 and 41% in H1, driven by higher realizations and volumes in both domestic and international markets.
- Specialty Chemicals: Demonstrated revenue growth of 39% in Q2 and 37% in H1. Fluro specialty plant started contributing meaningfully.
- CDMO (Contract Development and Manufacturing Organization): Showcased substantial revenue growth of 98% in Q2 and 57% in H1, order book pipeline till FY27 backed by purchase orders.
Capex Announcements
NFIL announced strategic capital expenditure plans to further expand its production capabilities:
- HFC Capacity: Additional HFC capacity equivalent to up to 15,000 MTPA of R32, with commissioning expected by Q3 FY27 and a revenue potential of ₹600-825 Crs per annum.
- MPP Capacity: De-bottlenecking of MPP capacity at Dahej to support the launch of a new molecule for a global innovator. Commissioning targeted by Q3 FY27 with revenue potential of approximately ₹140-160 Crs per annum.
Strategic Initiatives
The company’s strategic initiatives continue to drive growth and innovation:
- Strong outlook for H2 backed by purchase orders
- Chemours project is on track for completion in Q1FY27
Source: BSE
