Q3 2026 Navin Fluorine International Ltd Earnings Call Transcript

Feb 9, 2026 / 01:00 PM GMT

Release Date Price: ₹6602.35 (+2.86%)

Transcript

Key Points

Positve

Navin Fluorine International Ltd (BOM:532504) reported strong financial performance with significant growth in specialty chemicals.
The company has achieved 100% utilization in its refrigerant segment, indicating efficient operations.
Navin Fluorine International Ltd (BOM:532504) is focusing on manufacturing excellence, leading to cost control and innovation in processes.
The company is expanding its market reach globally, preparing for new capacity to come on stream.
The CDMO segment is seeing significant growth, with a balanced portfolio of early and late-stage commercial molecules.

Negative

There are concerns about rising input costs, particularly the price of raw materials like flospar.
The company faces pricing pressure in the agrochemical sector, which is expected to persist.
Gross margins have remained stable despite higher salience of specialty chemicals, indicating potential margin pressure.
The company's growth is heavily reliant on successful execution of its CapEx projects.
There is uncertainty regarding the sustainability of current margin levels due to varying product mix and campaign-driven mechanisms.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NAFL.NS - Navin Fluorine International Ltd
Q3 2026 Navin Fluorine International Ltd Earnings Call
Feb 09, 2026 / 01:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Operator [1]
--------------------------------------------------------------------------------
(audio in progress) I think all those questions so patiently and best of luck for the coming.

Thank you.

Thank you

They on the line of nipesh from Anandrati Kevati.

Yeah, hi, thank you.

Congratulations on a good set of, numbers.

Again, on the console minus standalone that there is a subsidiary, aberda margin in the last couple of quarters.

Ever since the specialty molecule started ramping up.

Then its search for 45% from around 28 to 10 days.

Gross margin in this period has increased by about 200 deaths only.

Sees there is hardly any opexre in the last, couple of quarters.

I mean, the beda on the incremental

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.