Navin Fluorine International Limited has scheduled its 28th Annual General Meeting (AGM) for Thursday, August 06, 2026, at 3.30 p.m. (IST) via Video Conferencing. The meeting will be conducted to transact business in compliance with the Companies Act, 2013 and relevant Ministry of Corporate Affairs circulars. Members attending via video conferencing will be considered for quorum purposes under Section 103 of the Act.

The Board of Directors has recommended a final dividend of ₹8.80 per equity share of ₹2 each for the financial year ended March 31, 2026. This dividend is subject to approval by shareholders at the upcoming AGM. Once approved, the payout will be made to eligible members on or after August 13, 2026.

In accordance with Regulation 42 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company has fixed Friday, June 12, 2026, as the record date. This date will be used to ascertain the eligibility of members for the proposed final dividend.

The Annual Report for the financial year 2025-2026, along with the AGM Notice and e-voting instructions, will be sent electronically to members whose email IDs are registered with the company or its Registrar and Share Transfer Agent, KFin Technologies Limited. Physical copies will only be sent upon specific request. These documents will also be available on the company's website and the websites of BSE Limited and National Stock Exchange of India Limited.

Dividends will be paid exclusively through electronic mode to members who have registered or updated their bank account details with the company, KFin Technologies, or their respective Depository Participants. The company has discontinued payments via demand draft or dividend warrants. Members holding shares in physical form must ensure their folios are KYC compliant to receive dividends electronically.

Navin Fluorine International has notified stock exchanges of an analyst and institutional investor meet scheduled for May 22, 2026, at 14:00 IST. The intimation, filed pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, was signed by Niraj B. Mankad, President Legal and Company Secretary, on May 18, 2026. Discussions at the meeting will be based on publicly available information, and the accompanying investor presentation has been made available on the company's website.

Q4FY26 and FY26 Consolidated Financial Highlights

The company reported strong consolidated financial results for both Q4FY26 and the full year FY26. Net revenue from operations for Q4FY26 reached Rs. 937.71 Crs, a 34% increase year-on-year, while Operating EBITDA rose 80% YoY to Rs. 321.15 Crs, with an Operating EBITDA Margin of 34.2%—an improvement of 875 basis points over Q4FY25. Operating PBT for Q4FY26 stood at Rs. 250.99 Crs, up 118% YoY. For the full year FY26, consolidated net revenue from operations grew 41% YoY to Rs. 3,313.90 Crs, with Operating EBITDA expanding 103% YoY to Rs. 1,081.68 Crs.

The following table summarises the key consolidated profitability metrics:

Quarterly Revenue Trend — FY26

Consolidated revenues showed consistent sequential growth across all four quarters of FY26. The quarterly revenue progression was as follows: Rs. 725 Crs in Q1FY26, Rs. 758 Crs in Q2FY26, Rs. 892 Crs in Q3FY26, and Rs. 938 Crs in Q4FY26. On an annual basis, revenues grew from Rs. 2,349 Crs in FY25 to Rs. 3,314 Crs in FY26, representing a 41% increase. Operating PBT followed a similar upward trajectory, rising from Rs. 141 Crs in Q1FY26 to Rs. 251 Crs in Q4FY26, with full-year Operating PBT increasing 142% YoY to Rs. 815 Crs. Profit After Tax on a consolidated basis rose 130% YoY from Rs. 289 Crs in FY25 to Rs. 664 Crs in FY26.

Business Vertical Performance

All three business verticals—HPP, Specialty Chemicals, and CDMO—recorded year-on-year revenue growth in FY26. The revenue growth by vertical is summarised below:

Key operational highlights by vertical include:

• HPP: AHF capex commissioned with commercial supply commenced; capex for additional HFC capacity equivalent to up to 15,000 MTPA of R32 is on track for commissioning in Q3FY27; pricing environment for HFC continues to be constructive.
• Specialty Chemicals: Product pipeline described as strong, with scale-up across existing molecules and new launches; Chemours project on track for completion in Q1FY27; de-bottlenecking of MPP capacity at Dahej on track for commissioning in Q3FY27.
• CDMO: European CDMO MSA saw successful completion of validation with commercial supplies started from cGMP4; portfolio described as balanced with a mix of late/commercial and early-stage molecules across therapeutic areas including Oncology, Respiratory, Cardiovascular, Neurology, and Animal Health.

Ongoing Capital Expenditure Programmes

The company has outlined three ongoing capex initiatives, with the HFC capacity expansion targeting commissioning in Q3FY27 and a peak revenue potential of Rs. 600–825 Crs per annum. Details of all capex programmes are presented below:

Standalone Financial Performance

On a standalone basis, net revenue from operations for Q4FY26 was Rs. 626.51 Crs, up 29% YoY, while full-year FY26 standalone revenue stood at Rs. 2,301.84 Crs, a 36% increase over FY25's Rs. 1,686.81 Crs. Standalone Operating EBITDA for FY26 grew 96% YoY to Rs. 663.56 Crs, with an Operating EBITDA Margin of 28.8% compared to 20.1% in FY25—an improvement of 874 basis points. Standalone Profit After Tax for FY26 rose 102% YoY to Rs. 487.67 Crs.

ESG and Governance Highlights

The company reported a total CSR expenditure of Rs. 8.72 Crores for FY26, directed towards multiple social and community welfare organisations. On the environmental front, the Dewas facility increased its renewable electricity share from 14.4% to 21.1%, while 14,429 trees were planted across facilities, helping absorb 289 tCO₂e annually. Total R&D spend for FY25 was reported at Rs. 54.69 crores. The company's board comprises ten directors, including multiple independent directors across statutory committees, and reported no auditor qualifications, no restatements of financial statements, no allegations of financial imprudence, and no defaults on repayments, creditors, or dividends.