Navin Fluorine International Limited (NFIL), a leading player in the fluorochemicals industry, has unveiled growth projections and significant capacity expansion plans, signaling a robust outlook for the company's future.

Growth Projections

NFIL has projected a 42% sales growth for the fiscal year 2026 (FY26), alongside a 118% increase in EBITDA. These projections underscore the company's confidence in its market position and growth strategies.

Capacity Expansion and Capital Expenditure

The company's Board of Directors has approved two major capital expenditure initiatives:

1. An investment of ₹236.50 crores for setting up an additional HFC (Hydrofluorocarbon) capacity of up to 15,000 MTPA R32 equivalent at its Surat unit. This expansion aims to cater to the growing demand from both domestic and export markets.

2. A ₹75 crore investment for debottlenecking the Multi Purpose Plant (MPP) facility at Dahej, to be undertaken by NFIL's wholly-owned subsidiary, Navin Fluorine Advanced Sciences Limited.

Financial Performance

NFIL's Q2 FY26 results reflect growth:

The company's performance was driven by growth across its business verticals, with the Specialty Chemicals segment growing by 39% and the CDMO (Contract Development and Manufacturing Organization) segment showing a 98% growth year-on-year.

Strategic Initiatives

NFIL plans to invest ₹310 crore in capital expenditure for HFC and MPP debottlenecking activities, targeting global innovators. The company expects margins above 30%, driven by specialty chemicals and CDMO scale-up operations.

Dividend Announcement

The Board of Directors has declared an interim dividend of ₹6.50 per share (325% of face value) for the financial year 2025-2026.

Future Outlook

NFIL maintains a positive outlook, with order book visibility extending through FY27. The company's focus on expanding its product portfolio and deepening relationships with global innovators positions it well for growth in the fluorochemicals market.

As Navin Fluorine International continues to invest in capacity expansion and innovation, it aims to strengthen its position as a partner for diverse fluorochemical solutions globally. The company's strategic initiatives and financial performance indicate a promising trajectory for the coming years.

Navin Fluorine International Limited (NFIL) has announced a series of strategic decisions, including an interim dividend and significant capital expenditure plans, signaling confidence in its growth trajectory and market demand.

Interim Dividend Declaration

The Board of Directors has declared an interim dividend of ₹6.50 per equity share (325% of face value) for the financial year 2025-2026. The record date for determining eligible shareholders is set for November 7, 2025, with the dividend expected to be paid on or after November 27, 2025.

Capital Expenditure Initiatives

NFIL has approved two major capital expenditure projects:

1. HFC Capacity Expansion: The company plans to invest ₹236.50 crore to set up an additional Hydrofluorocarbon (HFC) capacity of up to 15,000 MTPA R32 equivalent at its Surat unit. This expansion aims to cater to the growing demand in both domestic and export markets.

2. Multi-Purpose Plant Debottlenecking: NFIL's wholly-owned subsidiary, Navin Fluorine Advanced Sciences Limited, will receive ₹75 crore for debottlenecking its Multi-Purpose Plant facility at Dahej. This investment is intended to accommodate the production of an additional fluoro intermediate for a novel agrochemical product, expanding the company's product portfolio and strengthening its relationship with a global innovator.

Financial Performance Highlights

For the quarter ended September 30, 2025, NFIL reported:

The company's performance shows substantial year-on-year growth across all key financial metrics, indicating strong market demand and operational efficiency.

Segment-wise Performance

• High-Performance Products (HPP): Contributed 38% to the quarter's revenue, growing by 38% year-on-year.
• Specialty Chemicals: Accounted for 39% of revenue, with a 39% year-on-year growth.
• Contract Development and Manufacturing Organization (CDMO): Showed remarkable growth of 98% year-on-year, contributing 18% to the quarter's revenue.

Strategic Outlook

The approved capital expenditures reflect NFIL's commitment to expanding its production capabilities and diversifying its product range. The HFC capacity expansion aligns with the global transition to low Global Warming Potential (GWP) gases and increasing demand for Refrigeration and Air Conditioning (RAC) products in India and export markets.

The investment in the Multi-Purpose Plant at Dahej demonstrates NFIL's focus on strengthening its position in the agrochemical sector and deepening relationships with global innovators.

Conclusion

Navin Fluorine's recent announcements reflect a robust growth strategy, balancing shareholder returns through dividends with significant investments in capacity expansion. The company's strong financial performance and strategic capital allocation indicate its readiness to capitalize on growing market opportunities in the fluorochemicals sector.