External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

Navin Fluorine International / Equity Bottom-Up

<ul><li>Strong Q2FY26 Performance: NFIL delivered an impressive performance in Q2FY26, with robust growth across all three business divisions and a notable margin expansion.</li><li>The company’s operational execution, strong order inflows, and capacity additions provide high earnings visibility for the coming quarters.</li><li>Management remains optimistic about sustaining the current growth trajectory through FY26.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Q2FY26 Performance: NFIL delivered an impressive performance in Q2FY26, with robust growth across all three business divisions and a notable margin expansion.The company’s operational execution, strong order inflows, and capacity additions provide high earnings visibility for the coming quarters.Management remains optimistic about sustaining the current growth trajectory through FY26.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Navin Fluorine International Ltd - Growth on All Fronts & Expanding Capacity; Upgrade to BUY

<ul><li>HPP – Strong Growth Momentum: The HPP segment delivered a robust 45% YoY revenue growth during Q1FY26, underpinned by higher volumes and improved pricing.</li><li>The expanded R32 capacity is now operating at optimum utilisation, and NFIL may consider adding further capacity, enhancing its ability to cater to rising global demand.</li><li>Management highlighted a stable pricing environment for refrigerant gases and is evaluating strategic international collaborations to further strengthen its market position.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

HPP – Strong Growth Momentum: The HPP segment delivered a robust 45% YoY revenue growth during Q1FY26, underpinned by higher volumes and improved pricing.The expanded R32 capacity is now operating at optimum utilisation, and NFIL may consider adding further capacity, enhancing its ability to cater to rising global demand.Management highlighted a stable pricing environment for refrigerant gases and is evaluating strategic international collaborations to further strengthen its market position.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Axis Punch: Navin Fluorine International Ltd - 02nd September, 2025

<ul><li>Navin Fluorine International Ltd. (NFIL) delivered a strong all-round performance in Q1FY26, with robust growth across all three business verticals and a notable improvement in margins.</li><li>Management remains confident in sustaining this momentum through the rest of the fiscal year.</li><li>HPP – Strong Growth on Volume &amp; Pricing: The HPP segment recorded a 45% YoY revenue increase, driven by higher volumes and better pricing.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Navin Fluorine International Ltd. (NFIL) delivered a strong all-round performance in Q1FY26, with robust growth across all three business verticals and a notable improvement in margins.Management remains confident in sustaining this momentum through the rest of the fiscal year.HPP – Strong Growth on Volume &amp; Pricing: The HPP segment recorded a 45% YoY revenue increase, driven by higher volumes and better pricing.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Navin Fluorine International Ltd. - Maintains Growth Momentum

External broker reports(aggregated public sources), HDFC Securities

HDFC Securities

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>We retain a BUY on Navin Fluorine International Ltd (NFIL), with a target price of INR 4,797, on the back of (1) earnings visibility, given long-term contracts;</li><li>(2) robust pipeline in the CDMO business; and</li><li>(3) ramp-up in recentlycommissioned plants. EBITDA/APAT were 10/3% above our estimates, owing to higher-than-expected revenue, offset by higher-than-expected raw material, depreciation, and finance cost.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

We retain a BUY on Navin Fluorine International Ltd (NFIL), with a target price of INR 4,797, on the back of (1) earnings visibility, given long-term contracts;(2) robust pipeline in the CDMO business; and(3) ramp-up in recentlycommissioned plants. EBITDA/APAT were 10/3% above our estimates, owing to higher-than-expected revenue, offset by higher-than-expected raw material, depreciation, and finance cost.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Navin Fluorine International - Advancing Refrigeration Foray

<ul><li>Strong Momentum in CDMO: The CDMO segment reported a 141% YoY increase in revenue, supported by a healthy order book ensuring strong revenue visibility.</li><li>The cGMP4 capex of Rs 288 Cr is progressing as planned, with Phase 1 of the facility expected to be commercialised by Q3FY26.</li><li>The European CDMO business continues to advance, with new molecule orders secured for FY26 deliveries. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strong Momentum in CDMO: The CDMO segment reported a 141% YoY increase in revenue, supported by a healthy order book ensuring strong revenue visibility.The cGMP4 capex of Rs 288 Cr is progressing as planned, with Phase 1 of the facility expected to be commercialised by Q3FY26.The European CDMO business continues to advance, with new molecule orders secured for FY26 deliveries. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Navin Fluorine International Ltd. - Strong Result; Positives Largely Factored in Rich Valuation

India

Navin Fluorine International Limited manufactures fluorochemicals. The Company produces benzotrifuoride derivatives, fluoro benzene derivatives, fluoro toluene derivatives, and aliphatic fluoro compounds.

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Navin Fluorine International (NFIL IN)

Navin Fluorine International Ltd - Growth on All Fronts & Expanding Capacity; Upgrade to BUY

Strong Q2FY26 Performance: NFIL delivered an impressive performance in Q2FY26, with robust growth across all three business divisions and a notable...

Axis Direct

Axis Punch: Navin Fluorine International Ltd - 02nd September, 2025

Strong Growth Momentum: The HPP segment delivered a robust 45% YoY revenue growth during Q1FY26, underpinned by higher volumes and improved pricing.

Axis Direct

Navin Fluorine International Ltd. - Maintains Growth Momentum

Navin Fluorine International Ltd. (NFIL) delivered a strong all-round performance in Q1FY26, with robust growth across all three business verticals...

Axis Direct

Navin Fluorine International - Advancing Refrigeration Foray

We retain a BUY on Navin Fluorine International Ltd (NFIL), with a target price of INR 4,797, on the back of (1) earnings visibility, given long...

HDFC Securities

Navin Fluorine International Ltd. - Strong Result; Positives Largely Factored in Rich Valuation

Strong Momentum in CDMO: The CDMO segment reported a 141% YoY increase in revenue, supported by a healthy order book ensuring strong revenue...

Axis Direct

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