External broker reports(aggregated public sources), Motilal Oswal Financial Services Limited

Motilal Oswal

External broker reports(aggregated public sources)

Motilal Oswal Financial Services Limited

Motilal Oswal Financial Services Limited is an Indian diversified financial services firm offering a range of financial products and services. 

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>Motilal Oswal's research report onNavin Fluorine International Navin Fluorine’s (NFIL) EBITDA/PAT grew 13%/42% YoY in 4QFY24, higher than our estimates.</li><li>The beat was driven by a strong performance in the Specialty Chemicals business, which was well supported by growth in the HPP segment.</li><li>Gross margin was 50%, while EBITDA margin dipped 10.7pp YoY to 18.3%.</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.

Motilal Oswal's research report onNavin Fluorine International Navin Fluorine’s (NFIL) EBITDA/PAT grew 13%/42% YoY in 4QFY24, higher than our estimates.The beat was driven by a strong performance in the Specialty Chemicals business, which was well supported by growth in the HPP segment.Gross margin was 50%, while EBITDA margin dipped 10.7pp YoY to 18.3%.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 - Strong Performance Led by Specialty and HPP Businesses

External broker reports(aggregated public sources), Prabhudas Lilladhar

Prabhudas Lilladhar

Prabhudas Lilladher is one of India's leading research based financial services organisation.

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>Prabhudas Lilladher's research report onNavin Fluorine International Navin Fluorine International (NFIL) reported a revenue of Rs6bn (-13.6% YoY/ 20% QoQ).</li><li>The topline was 21% higher than PLe estimates of 4.9bn (Cons est. 5.4bn).</li><li>The growth was driven by HPP and Specialty Chemicals vertical which saw 18% and 45% growth respectively. </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.

Prabhudas Lilladher's research report onNavin Fluorine International Navin Fluorine International (NFIL) reported a revenue of Rs6bn (-13.6% YoY/ 20% QoQ).The topline was 21% higher than PLe estimates of 4.9bn (Cons est. 5.4bn).The growth was driven by HPP and Specialty Chemicals vertical which saw 18% and 45% growth respectively. 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 - HFO to Drive Growth

External broker reports(aggregated public sources), Axis Direct

Axis Direct

Axis Direct is the flagship brand under Axis Securities Limited, a subsidiary of Axis Bank in India. 

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 are revising our estimates downward due to a slower-than-expected recovery in the Specialty Chemicals and Ref Gas verticals.</li><li>Additionally, we are adjusting our outlook for project stabilization and optimal capacity utilization in the HFO segment, considering the potential delay in capacity increase for HFO 2.0</li><li>We roll forward our estimates to 27x FY26E, valuing the stock at TP of Rs 3,080/share, which implies a downside of 9% from the CMP.</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 are revising our estimates downward due to a slower-than-expected recovery in the Specialty Chemicals and Ref Gas verticals.Additionally, we are adjusting our outlook for project stabilization and optimal capacity utilization in the HFO segment, considering the potential delay in capacity increase for HFO 2.0We roll forward our estimates to 27x FY26E, valuing the stock at TP of Rs 3,080/share, which implies a downside of 9% from the CMP.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 - Near-Term Business Woes & CEO Search Continues

<ul><li>NFIL specializes in fluorine chemistry and manufactures a range of products including refrigeration gases, inorganic fluorides, and specialty organofluorines.</li><li>Its portfolio encompasses synthetic cryolite, fluorocarbon gases, hydrofluoric acid, and other fluorine chemicals.</li><li>Additionally, the company provides contract research and manufacturing services. </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.

NFIL specializes in fluorine chemistry and manufactures a range of products including refrigeration gases, inorganic fluorides, and specialty organofluorines.Its portfolio encompasses synthetic cryolite, fluorocarbon gases, hydrofluoric acid, and other fluorine chemicals.Additionally, the company provides contract research and manufacturing services. 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.

Pick of the Week - Navin Fluorine International Ltd - 26 MAR 2024

<ul><li>Navin Fluorine International Ltd. (NFIL) numbers for Q3FY24 beat our estimates on all Revenue and profitability fronts but missed on the EBITDA front.</li><li>The company reported revenue of Rs 502 Cr against our estimate of Rs 467 Cr and was down 11% o a YoY basis.</li><li>EBITDA was down 23% from the last quarter to Rs 76 Cr, missing our estimate of Rs 98 Cr. </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) numbers for Q3FY24 beat our estimates on all Revenue and profitability fronts but missed on the EBITDA front.The company reported revenue of Rs 502 Cr against our estimate of Rs 467 Cr and was down 11% o a YoY basis.EBITDA was down 23% from the last quarter to Rs 76 Cr, missing our estimate of Rs 98 Cr. 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. - Multiple Headwinds Lead to Delays

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 - Strong Performance Led by Specialty and HPP Businesses

Motilal Oswal's research report onNavin Fluorine International Navin Fluorine’s (NFIL) EBITDA/PAT grew 13%/42% YoY in 4QFY24, higher than our...

Motilal Oswal

Navin Fluorine International - HFO to Drive Growth

Prabhudas Lilladher's research report onNavin Fluorine International Navin Fluorine International (NFIL) reported a revenue of Rs6bn (-13.6% YoY/...

Prabhudas Lilladhar

Navin Fluorine International Ltd - Near-Term Business Woes & CEO Search Continues

We are revising our estimates downward due to a slower-than-expected recovery in the Specialty Chemicals and Ref Gas verticals.

Axis Direct

Pick of the Week - Navin Fluorine International Ltd - 26 MAR 2024

NFIL specializes in fluorine chemistry and manufactures a range of products including refrigeration gases, inorganic fluorides, and specialty...

Axis Direct

Navin Fluorine International Ltd. - Multiple Headwinds Lead to Delays

Navin Fluorine International Ltd. (NFIL) numbers for Q3FY24 beat our estimates on all Revenue and profitability fronts but missed on the EBITDA front.

Axis Direct

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