Navin Fluorine International Limited-$

Navin Fluorine International Ltd's wholly-owned subsidiary, Navin Fluorine Advanced Sciences Limited (NFASL), has successfully commissioned the debottlenecking capacity for its Multi-Purpose Plant (MPP) facility at Dahej. Commercial production and dispatch of the product have commenced from today. This development follows the Board of Directors' approval for funding of ₹75 Crores for this debottlenecking project. The company has also made this intimation available on its website.

Navin Fluorine International Ltd has announced a Board of Directors meeting scheduled for October 30, 2026. The meeting will primarily focus on approving the unaudited standalone and consolidated financial results for the quarter and half-year ending September 30, 2026. Additionally, the board will consider the declaration of an interim dividend for the financial year 2026-2027. The company has also informed about the closure of the trading window from September 30, 2026, to November 01, 2026, in compliance with SEBI regulations regarding insider trading.

Navin Fluorine International Ltd has announced a board meeting on October 30, 2026, to approve the unaudited standalone and consolidated financial results for the quarter and half-year ending September 30, 2026. The company will also consider declaring an interim dividend for FY 2026-27. Consequently, the trading window for dealing in the company's securities will be closed from September 30, 2026, to November 01, 2026, inclusive, in compliance with SEBI regulations.

Navin Fluorine International Ltd announced its unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. The company reported a consolidated revenue from operations of ₹1,045.08 crores and a profit after tax of ₹243.31 crores for the quarter. The Board of Directors also approved a capital expenditure of ₹90 crores for establishing adoption capacities at its Surat unit to progress products in the Advanced Materials portfolio from lab to commercial scale. The results were reviewed by the Audit Committee and approved by the Board, and have undergone a limited review by statutory auditors, Price Waterhouse Chartered Accountants LLP.

Navin Fluorine's consolidated Q1 FY27 print is a clean beat: revenue from operations of ₹1,045.08 Cr grew 44.1% YoY (₹725.40 Cr) and 11.4% QoQ (₹937.71 Cr), while consolidated PAT of ₹243.31 Cr more than doubled YoY (+107.7% from ₹117.16 Cr) and rose 14.4% QoQ (₹212.62 Cr). Both land well above the ₹800-850 Cr revenue and ₹140-160 Cr PAT range our pre-result preview flagged as the on-plan expectation, and above the Street's broader 19-20% FY27 revenue-growth framework — this quarter alone ran more than double that pace. EPS (basic) came in at ₹47.45 versus ₹23.63 a year ago. Unlike the year-ago and preceding quarters, Q1 FY27 carries no exceptional item on either statement — a clean quarter. That matters for reading the Q4 FY26 base used for QoQ comparison, which included a ₹13.72 Cr (consolidated) reversal of a New Labour Codes provision that flattered that quarter's reported numbers; QoQ growth, while still positive at 14.4% PAT and 11.4% revenue, is running against that inflated base rather than a clean one. On a YoY basis — the primary lens here — margins expanded meaningfully: consolidated OPM (EBITDA margin) rose to 34.17% from 28.51% a year ago, and NPM to 22.53% from 15.85%, both inside or above management's guided ~30% (+/-1-2%) FY27 EBITDA margin band. Sequentially OPM eased slightly from 35.71% in Q4, consistent with that quarter's one-off boost rather than any underlying softness. Management's April guidance called for 'strong double-digit growth' in FY27 on the back of the AHF plant, the Chemours project and new HFC capacity, with CDMO and agrochemical visibility underpinning the outlook — this quarter's 44% YoY revenue growth and margin expansion are directionally consistent with that guide, though the company has not issued a formal quarter-specific number to grade against, and no management press release/MD&A commentary was available in this filing to quote directly. The standalone print is more moderate — revenue ₹694.68 Cr (+27.9% YoY) and PAT ₹190.64 Cr (+68.4% YoY) — a wide gap to the consolidated growth rate, pointing to the foreign CDMO subsidiaries (Manchester Organics, NFIL UK/USA, Navin Fluorine Shanghai) as the larger swing factor this quarter. Alongside the results, the Board approved ₹90 Cr of capex for Advanced Materials adoption capacity at Surat (commissioning targeted Q2 FY28, funded via internal accruals), following the July 30 DRDO partnership for sodium borohydride and a smaller ₹3.63 Cr captive-power SPV investment on July 27 — both consistent with the capex-heavy growth phase management flagged. Street positioning ahead of the print was constructive (27-analyst consensus, BUY-rated, price targets ₹7,316-7,372 versus ~₹7,580 spot), with the debate centred on whether the AHF/CDMO ramp justifies a 27x forward multiple against an 18-20x peer average — this quarter's numbers support that thesis rather than raising red flags. Going into Q2, the open items are CDMO's ability to sustain its recent 50-60% growth cadence, AHF utilization as it scales, and confirmation of the Chemours project's revenue-recognition timeline — none of which this filing discloses at the segment level, so the earnings call (Aug 5, 6:30 PM IST) is where that detail should surface.

Navin Fluorine International Ltd has signed an agreement with India's Defence Research and Development Organisation (DRDO) for the indigenous manufacturing of Sodium Borohydride Chemical in Bulk. This collaboration, supported by the Technology Development Fund (TDF) Scheme, aims to accelerate the development of critical defence materials and strengthen India's defence R&D ecosystem. DRDO will provide grant-in-aid and technological support to Navin Fluorine for this project, aligning with the 'Make in India' initiative.

Navin Fluorine International Ltd has entered into Amendment Agreements to enhance its captive power generation capacity. The company will invest up to ₹3.63 crores via Compulsory Convertible Debentures in Pro-Zeal Green Power Eleven Private Limited (SPV) for a 26% stake. This investment will facilitate the supply of an additional 3.30 MW of hybrid wind and solar power to its Surat Unit, supplementing the existing 6.60 MW supply. This move is expected to result in significant savings on power costs and support the company's sustainability initiatives. The SPV, incorporated in May 2025, has a nil turnover. The acquisition is not a related party transaction and is expected to be completed within 11 months.

Navin Fluorine International Ltd has released its Integrated Annual Report for the Financial Year 2025-26. The report, which includes the Notice of the 28th Annual General Meeting (AGM) scheduled for August 06, 2026, is being sent to members who have not registered their email addresses. The report is accessible via a web-link and QR code on the company's website (www.nfil.in), as well as on the websites of NSDL, BSE, and NSE. Members are advised to update their email addresses for future communications.

Navin Fluorine International Ltd has announced its 28th Annual General Meeting (AGM) will be held on Thursday, August 06, 2026, at 3:30 PM IST via Video Conferencing. Key agenda items include the adoption of the financial statements for FY26, declaration of a final dividend of ₹8.60 per equity share, and the re-appointment of Mr. Sudhir R. Deo as Director. Additionally, the AGM will consider the re-appointment of Mr. Vishad P. Mafatlal as Executive Chairman for five years and Mr. Sujal A. Shah as an Independent Director. The cut-off date for voting eligibility is July 30, 2026, with remote e-voting available from August 1 to August 5, 2026.

Navin Fluorine International Ltd has submitted its Business Responsibility and Sustainability Report (BRSR) for the Financial Year 2025-26. The report, which includes assurance on BRSR Core and Non-Core indicators by TUV SUD South Asia Pvt Ltd, forms part of the company's Integrated Annual Report. The filing details corporate identity, registered and corporate addresses, contact information for queries, and the reporting boundary which is consolidated. It also outlines business activities contributing to 98.07% of turnover, including High-Performance Products, Specialty Fluorochemicals, and CDMO. Key products like synthetic cryolite, fluorocarbon gases, and hydrofluoric acid contribute significantly to turnover. The company operates across 9 national locations and serves 32 countries internationally, with exports forming 66.61% of its total turnover.