External broker reports(aggregated public sources), Axis Direct

Axis Direct

External broker reports(aggregated public sources)

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Equity Bottom-Up

Navin Fluorine International / Equity Bottom-Up

<ul><li>Navin Fluorine International Ltd. (NFIL) numbers for Q2FY24 missed our estimates on all fronts as HPP and the shutdown of the specialty chemical plant affected production.</li><li>The company reported revenue of472 Cr against our estimate of 520 Cr and was up 12.5%/-3.9% YoY/QoQ.</li><li>EBITDA halved from the last quarter due to negative operating leverage (up 4.8% but down 13.9% QoQ). </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 Q2FY24 missed our estimates on all fronts as HPP and the shutdown of the specialty chemical plant affected production.The company reported revenue of472 Cr against our estimate of 520 Cr and was up 12.5%/-3.9% YoY/QoQ.EBITDA halved from the last quarter due to negative operating leverage (up 4.8% but down 13.9% QoQ). 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. - Poor Quarter Led by Operational Issues; Awaiting New MD

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>Navin Fluorine International Ltd (NFIL) announced that Mr Radhesh Welling has resigned as the managing director (MD) and director on the board of the company for personal reasons</li><li>Mr Welling will be relieved from the services of the company effective from the close of business hours on December 15, 2023</li><li>He shall continue to serve the company to facilitate a smooth transition</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) announced that Mr Radhesh Welling has resigned as the managing director (MD) and director on the board of the company for personal reasonsMr Welling will be relieved from the services of the company effective from the close of business hours on December 15, 2023He shall continue to serve the company to facilitate a smooth transitionContent 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 - Growth Momentum to Continue. Maintain BUY

<ul><li>Financial Performance: Navin Fluorine International Ltd (NFIL) numbers for Q1FY23 missed our estimates on all fronts as HPP and AHF plant shutdown affected 4 weeks of production.</li><li>The company’s reported revenue at 491 Cr against our estimate of 611 Cr, and was up 24%/-30% YoY/QoQ.</li><li>EBITDA halved from the last quarter due to negative operating leverage (up 15% but down 43% QoQ).</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.

Financial Performance: Navin Fluorine International Ltd (NFIL) numbers for Q1FY23 missed our estimates on all fronts as HPP and AHF plant shutdown affected 4 weeks of production.The company’s reported revenue at 491 Cr against our estimate of 611 Cr, and was up 24%/-30% YoY/QoQ.EBITDA halved from the last quarter due to negative operating leverage (up 15% but down 43% QoQ).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 CDMO & Specialty Performance

<ul><li>Navin Fluorine International Ltd (NFIL) Q4FY23 numbers beat our estimates on all fronts as CDMO vertical execution and high gross margins exceeded our 7 street expectations and a higher share of exports along with operational leverage boosted margins.</li><li>The company’s consolidated revenue beat our estimate by 18% (up 70%/24% YoY/QoQ).</li><li>EBITDA doubled YoY by 114% and is up 30% QoQ.</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) Q4FY23 numbers beat our estimates on all fronts as CDMO vertical execution and high gross margins exceeded our 7 street expectations and a higher share of exports along with operational leverage boosted margins.The company’s consolidated revenue beat our estimate by 18% (up 70%/24% YoY/QoQ).EBITDA doubled YoY by 114% and is up 30% QoQ.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. - CDMO Surprises Positively, Strong Outlook

Thematic (Sector/Industry)

<ul><li>Most companies missing our and street estimates: The chemical pack for H1FY24 posted weak results overall, with most companies missing our and street estimates.</li><li>The agrochemical pack continues to expect inventory destocking to continue in the coming quarters.</li><li>This and weaker domestic demand in China, which is leading to higher Chinese exports at reduced prices, continue to affect realisations in some segments. </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.

Most companies missing our and street estimates: The chemical pack for H1FY24 posted weak results overall, with most companies missing our and street estimates.The agrochemical pack continues to expect inventory destocking to continue in the coming quarters.This and weaker domestic demand in China, which is leading to higher Chinese exports at reduced prices, continue to affect realisations in some segments. 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.

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. - Poor Quarter Led by Operational Issues; Awaiting New MD

Navin Fluorine International Ltd. (NFIL) numbers for Q2FY24 missed our estimates on all fronts as HPP and the shutdown of the specialty chemical...

Axis Direct

Navin Fluorine International - Growth Momentum to Continue. Maintain BUY

Navin Fluorine International Ltd (NFIL) announced that Mr Radhesh Welling has resigned as the managing director (MD) and director on the board of...

HDFC Securities

Navin Fluorine International Ltd. - Strong CDMO & Specialty Performance

Financial Performance: Navin Fluorine International Ltd (NFIL) numbers for Q1FY23 missed our estimates on all fronts as HPP and AHF plant shutdown...

Axis Direct

Navin Fluorine International Ltd. - CDMO Surprises Positively, Strong Outlook

Navin Fluorine International Ltd (NFIL) Q4FY23 numbers beat our estimates on all fronts as CDMO vertical execution and high gross margins exceeded...

Axis Direct

Top Sector Ideas - Chemical Q2FY24

Most companies missing our and street estimates: The chemical pack for H1FY24 posted weak results overall, with most companies missing our and...

Axis Direct

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