Navin Fluorine Mar 2026: Profit jumps 123.9% YoY

What the latest numbers show

Navin Fluorine International Ltd (NSE: NAVINFLUOR) reported a strong improvement in its most recent quarterly metrics for the period shown as Mar 2026. Total revenue, operating profit and net profit all rose sequentially from Dec 2025 and climbed sharply from Mar 2025. The data also shows a meaningful expansion in earnings per share (adjusted) for the latest quarter. For investors tracking speciality chemicals, the combination of higher revenue and faster profit growth is notable because it suggests operating leverage in the quarter.

Mar 2026 quarter: revenue and profit growth

For the Mar 2026 quarter, total revenue was ₹955.30 crore, up 5.2% quarter-on-quarter from ₹907.95 crore in Dec 2025. On a year-on-year basis versus Mar 2025 revenue of ₹712.77 crore, revenue increased 34.0%. Operating profit for Mar 2026 came in at ₹321.15 crore, up 4.4% QoQ and up 79.7% YoY. Net profit rose to ₹212.62 crore, up 14.7% QoQ and up 123.9% YoY.

The latest quarter’s adjusted EPS was shown at ₹41.46, rising 14.7% QoQ from ₹36.15 and up 123.9% YoY from ₹18.52. While the dataset does not break out costs or segment-wise performance for Mar 2026, the spread between revenue growth (34.0% YoY) and net profit growth (123.9% YoY) signals a strong margin and/or mix tailwind in the period.

Key quarterly snapshot (Mar 2026 vs Dec 2025 vs Mar 2025)

Dec 2025 results: strong YoY jump versus Dec 2024

Separately, the information provided also highlights performance in the quarter ended Dec 2025 versus Dec 2024. Net profit for Dec 2025 was ₹185.40 crore, up 121.77% compared with ₹83.60 crore in Dec 2024. Sales rose 47.21% to ₹892.37 crore from ₹606.20 crore. Operating margin (OPM) was listed at 34.47% for Dec 2025 versus 24.30% in Dec 2024.

A fuller set of line items was also provided for this comparison. PBDT for Dec 2025 was ₹294.89 crore versus ₹137.58 crore in Dec 2024, while PBT was ₹258.73 crore versus ₹108.02 crore. This Dec 2025 margin and profit profile provides context for why the subsequent Mar 2026 quarter numbers may have remained elevated.

Stock price: where NAVINFLUOR was trading on 29 April 2026

The data notes NAVINFLUOR’s share price at ₹6,758.50 as on 29 April 2026. Another price update on the same page shows the stock moving up 1.50% from a previous close of ₹6,388.00, with a last traded price of ₹6,483.50 at the time of that update. The same source also lists performance snapshots across periods, including 1 day: 1.91%, 1 week: 3.27%, 1 month: 9.62%, 3 months: 8.88%, and 1 year: 60.92%.

Because these values are captured at different times and can reflect different reference points, investors typically reconcile them against the exchange timestamp used for each figure. Still, the set of numbers broadly indicates that the stock had been in an uptrend over longer horizons as per the provided return table.

Dividends and corporate milestones mentioned

The text states that Navin Fluorine declared a dividend of ₹6.50 on 07 Nov, 2025. In a separate earnings note on Q4 FY25 (declared May 9, 2025), the board sanctioned a final dividend of ₹7 per share for the year ended 2024-25. The same Q4 FY25 note referenced strong order visibility backed by multi-year contracts for FY26.

That Q4 FY25 write-up also mentioned a partnership agreement with Chemours to establish a $14 million data center cooling solutions facility. It further stated the company sold its fluoro specialty plant in the quarter at Dahej profitably and initiated production of R-32 refrigerant at its Surat plant.

Analyst expectations: revenue, EPS and price targets

The provided material includes a consensus view from 26 analysts for revenues of ₹3,140 crore in 2026, described as a 12% increase on revenue over the past 12 months. Statutory EPS was projected to rise 26% to ₹109. Before the latest earnings update referenced in the text, analysts had anticipated revenue of ₹3,120 crore and EPS of ₹92.66 for 2026.

The same analyst summary stated that the consensus price target increased 6.3% to ₹5,466. It also cited a valuation range, with the most bullish analyst at ₹6,624 per share and the most bearish at ₹4,143 per share.

Broader business context from the provided notes

The Q4 FY25 note places Navin Fluorine within the specialty fluorochemicals space and states that it exports to pharmaceutical, agrochemical, and electronic industries globally. It also says over 40% of production is exported. The company’s corporate office is noted as Mumbai, with production units located in Surat, Dahej, and Dewas.

The dataset also includes historical annual figures: in 2024, revenue was ₹2,349 crore versus ₹2,065 crore in the previous year, and earnings were ₹289 crore, up from the previous year by 6.68%. While these annual numbers are not directly comparable to the quarterly print without additional details, they help frame the scale of operations.

Why this quarter matters for investors

From the quarterly snapshot, the Mar 2026 quarter shows profit growth far outpacing revenue growth on both QoQ and YoY bases. The Dec 2025 vs Dec 2024 comparison also indicates a substantial improvement in operating margin, which is often a key driver for speciality chemical companies where product mix and contract pricing matter.

At the same time, the stock-price and target-price information in the text shows a wide dispersion in analyst views (₹4,143 to ₹6,624) and a consensus target of ₹5,466, while the reported market price on 29 April 2026 was ₹6,758.50. That gap is an important data point for readers because it highlights the difference between current trading levels and the referenced consensus valuation.

Conclusion

Navin Fluorine’s Mar 2026 quarter numbers show strong YoY growth in revenue, operating profit and net profit, with adjusted EPS rising in tandem. The material also highlights a sharp improvement in Dec 2025 profitability versus Dec 2024 and lists dividends declared in Nov 2025 and for FY25. Investors tracking upcoming events may also note the page-listed earnings date of 9 Feb 2026, alongside continuing updates on order visibility and operational developments cited in the Q4 FY25 note.