Navin Fluorine International Limited Latest Updates

Financial Performance (Q3 FY26) Significant Growth: The company reported a robust 47% YoY increase in consolidated revenue, reaching ₹892–908 crore. Profitability: Net profit jumped by 122% YoY to ₹185.40 crore, driven by strong performance across all business verticals. Margin Expansion: EBITDA margins improved significantly to 34.5% (up from 24.3% in the previous year), attributed to a better product mix and manufacturing efficiencies. Upcoming Results & Dividends Board Meeting: A meeting is scheduled for April 29, 2026, to approve the audited financial results for the full year ending March 31, 2026 (FY26). Dividend Consideration: The board will also consider recommending a final dividend for FY 2025–26 during this meeting. Trading Window: The trading window for insiders is closed from March 31, 2026, until May 1, 2026. Operational & Project Updates AHF Plant: Commercial production has successfully commenced at the ₹450 crore Anhydrous Hydrogen Fluoride (AHF) plant in Dahej, Gujarat. Specialty Chemicals: This segment achieved its highest-ever quarterly revenue (₹354 crore in Q3), with strong order visibility extending into late 2026. CDMO Growth: The CDMO business grew by 61% YoY, supported by new commercial supplies and a project pipeline expected to provide revenue visibility for the next three years. Capacity Expansion: Work is on track for the R32 expansion (additional 15,000 MTPA) and the Chemours project, with commissioning expected between Q1 and Q3 of FY27. Corporate GovernancePledge Release: As of March 20, 2026, the promoters have successfully released all pledged equity shares. Currently, 100% of the promoter holding (27.11%) is free of any encumbrances. Management Changes: Mr. Pankaj Lochan resigned as the Chief Human Resources Officer (CHRO), effective February 27, 2026