Shares of Navin Fluorine International Ltd (NFIL) surged nearly 15% to touch a record high of Rs.5,729, following the company’s stellar performance in the September 2025 quarter. The chemical major reported a 152% y-o-y rise in consolidated net profit to Rs.148 crore, compared to Rs.58.8 crore in the same period last year.
Revenue from operations stood at Rs.758.4 crore, marking a 46% y-o-y growth from Rs.518.6 crore. Operating EBITDA rose 129% y-o-y to Rs.246.2 crore, while margins expanded 1,176 basis points to 32.5%, supported by higher volumes and an improved product mix.
Segment-wise, the High-Performance Products (HPP) division, which includes refrigerants and inorganic fluorides, reported Rs.404 crore, up 38%. The Specialty Chemicals segment grew 39% to Rs.220 crore, while the Contract Development & Manufacturing (CDMO) business nearly doubled to Rs.134 crore, reflecting strong global demand.
For the first half of FY26, NFIL’s revenue reached Rs.1,438 crore, up 42% y-o-y, while net profit surged 142% to Rs.265.5 crore, underscoring consistent operational strength.
The company also announced fresh capex plans of Rs.236.5 crore in its Hydrofluorocarbon (HFC) business, to be funded through internal accruals. The project is expected to be commissioned by Q3 FY27 and generate potential revenues of Rs.600–825 crore annually.
Investor sentiment remains upbeat, with NFIL’s stock delivering 71% returns YTD and a five-year gain of around 150%, highlighting sustained confidence in the firm’s growth trajectory.
