Navin Fluorine International Q2 PAT Rises 81% to ₹269 Crore

Navin Fluorine International Limited reported consolidated profit after tax of ₹269 crore in Q2 FY27, up 81% year-on-year, while operating revenue increased 57% to ₹1,191 crore. The results indicate growth across the company’s HPP, specialty chemicals and CDMO businesses during the quarter ended September 30, 2026.

What were Navin Fluorine's Q2 FY27 results?

Navin Fluorine reported strong year-on-year growth in revenue and earnings for the September 2026 quarter. Consolidated operating revenue was ₹1,191 crore, while operating EBITDA increased 66% year-on-year to ₹407 crore. The operating EBITDA margin stood at 34.2%.

Operating profit before tax rose 87% year-on-year to ₹336 crore. Profit after tax reached ₹269 crore, compared with the corresponding prior-year period on a growth basis of 81%. The company discussed the financial and operational performance in its earnings call held on October 30, 2026.

How did Navin Fluorine perform in the first half of FY27?

Navin Fluorine's first-half operating revenue grew 51% year-on-year to ₹2,236 crore. Management attributed the half-year performance to broad-based momentum across its HPP, specialty chemicals and CDMO operations.

First-half operating EBITDA rose 69% to ₹765 crore, with margin at 34.2%. The company said the margin expanded by 367 basis points from the previous year. Operating PBT increased 93% to ₹619 crore, against ₹320 crore in H1 FY26, while profit after tax grew 93% to ₹513 crore.

The half-year profit crossed ₹500 crore and earnings per share stood at ₹100. These figures show that profit growth outpaced revenue growth in the first half, alongside the reported improvement in EBITDA margin.

Which operating indicators did Navin Fluorine disclose?

Navin Fluorine disclosed net operating working capital of 70 days, which management said was within its financial framework. Working-capital discipline is relevant because it indicates the amount of capital tied up in receivables, inventory and operating liabilities while the business expands.

The company reported the same 34.2% EBITDA margin for Q2 FY27 and H1 FY27. For the half year, the 367-basis-point margin expansion accompanied a 69% increase in EBITDA, compared with 51% revenue growth. The data points to improved profitability in the reported period, without providing a segment-level numerical breakup in the material supplied.

The financial update was presented by Anish Ganatra, Chief Financial Officer, on the conference call. Chairman Vishad Mafatlal and Managing Director Nitin Kulkarni were also identified as participants, along with investor relations adviser Payal Dave from Signis Partners.

What did Navin Fluorine say about its earnings call and business outlook?

Navin Fluorine said the audio recording of its October 30, 2026 earnings call is available on its website. The call covered operational and financial performance for Q2 and H1 FY27, the periods ended September 30, 2026, and the disclosure was made under Regulation 30 read with Schedule III of the SEBI Listing Obligations and Disclosure Requirements Regulations, 2015.

The information provided with the call referred to growth investments, an extended HFO contract and expanding CDMO capacity as factors supporting the outlook. It also identified geopolitical and input-cost volatility as risks. No financial guidance, capacity figure, contract value or timeline was specified in the supplied call material.

For investors, the reported performance places attention on whether revenue growth across HPP, specialty chemicals and CDMO can be sustained while margins remain at the levels reported in the first half. The company’s update provides operating and financial metrics, but does not include a share-price movement or market reaction.

Why do Navin Fluorine's Q2 figures matter to investors?

Navin Fluorine's Q2 results matter because the company reported growth in revenue, EBITDA, PBT and PAT, with profit growth exceeding revenue growth. Q2 revenue rose 57%, while EBITDA rose 66%, PBT rose 87% and PAT rose 81%, supported by the reported 34.2% EBITDA margin.

The H1 data provides a broader view of the trend. Revenue growth of 51%, EBITDA growth of 69% and PAT growth of 93% were linked by management to momentum in three business areas. Investors assessing the update can compare future disclosures against these reported growth rates, margin levels and the 70-day working-capital metric.

Conclusion

Navin Fluorine delivered higher consolidated revenue and profitability in Q2 and H1 FY27. The company reported Q2 PAT of ₹269 crore and H1 PAT of ₹513 crore, while the first-half EBITDA margin reached 34.2% following a 367-basis-point year-on-year expansion.

The next areas to watch are progress in the company’s growth investments, the extended HFO contract and CDMO capacity expansion. Management has also flagged geopolitical and input-cost volatility, while the supplied material does not state specific financial guidance or project timelines.