Navin Fluorine Q4 FY26 profit jumps 76% to ₹135 cr

Navin Fluorine International Ltd. reported strong growth in its audited standalone and consolidated results for the year ended March 31, 2026, alongside a sharp jump in quarterly earnings. The March 2026 quarter (Q4 FY26) showed higher revenue, profit, and EBITDA on both a standalone and consolidated basis. For investors tracking India’s speciality and commodity chemicals space, the update matters because it combines faster growth in operating metrics with a sizable increase in full-year profit.

On the market side, Navin Fluorine shares closed at ₹6,796.50 on NSE on April 30, 2026. The stock delivered 12.25% returns over the last six months and 46.16% over the last 12 months, as per the data shared.

Q4 FY26 standalone: revenue up 29%, profit up 76%

In standalone results for Q4 FY26, revenue from operations stood at ₹626.51 crore, up 29.19% year-on-year (YoY) from ₹484.94 crore in Q4 FY25. It was also higher than ₹570.01 crore reported in Q3 FY26, translating to 9.91% quarter-on-quarter (QoQ) growth.

Standalone profit after tax (PAT) came in at ₹135.03 crore, up 76.25% YoY from ₹76.61 crore. Compared with ₹105.87 crore in Q3 FY26, profit rose 27.54% QoQ. Basic EPS for the quarter increased to ₹26.35 from ₹15.45 a year earlier, and from ₹20.66 in the previous quarter.

Standalone operating performance: EBITDA rises to ₹202.90 crore

Standalone EBITDA for Q4 FY26 was reported at ₹202.90 crore. This marks a 63.8% YoY rise from ₹123.87 crore in Q4 FY25, based on the quarterly numbers provided. EBITDA growth, along with the higher profit, indicates improved operating leverage in the quarter.

The company also reported total revenue of ₹645.85 crore in Q4 FY26, up 30.01% YoY from ₹496.89 crore and up 9.49% QoQ from ₹589.88 crore. This total revenue figure is separate from revenue from operations and reflects the broader top line as shared in the highlights.

Q4 FY26 consolidated: revenue up 34%, PAT up 124%

On a consolidated basis, Navin Fluorine reported Q4 FY26 revenue from operations of ₹937.71 crore. This was up 33.78% YoY from ₹700.94 crore in Q4 FY25, and up 5.08% QoQ from ₹892.37 crore in Q3 FY26.

Consolidated PAT for the March quarter was ₹212.62 crore, up 123.86% YoY from ₹94.98 crore. It also increased 14.68% QoQ from ₹185.40 crore in Q3 FY26. Consolidated basic EPS for the quarter was ₹41.49, compared with ₹19.15 in Q4 FY25 and ₹36.18 in Q3 FY26.

Management commentary: vertical-wise growth and margins

In the management commentary shared, the company highlighted growth across three business verticals. The HPP business reported Q4 FY26 revenue of ₹393 crore, up 20% YoY, with the commentary pointing to improved realization and volumes. It also cited a constructive global demand-supply environment, increasing adoption of low-GWP refrigerants, and export opportunities.

Speciality chemicals revenue for Q4 FY26 was stated at ₹360 crore, up 39% YoY, reflecting execution in existing and new molecules. The CDMO business reported Q4 FY26 revenue of ₹186 crore, up 61% YoY, driven by a mix of early-stage, late-stage, and commercial molecules across therapeutic areas including oncology, respiratory, cardiovascular, neurology, and animal health.

The same commentary noted consolidated operating EBITDA of ₹321 crore for Q4 FY26, up 80% YoY, with margins expanding to 34.2%. It also stated operating PBT of ₹251 crore, up 118% YoY.

FY26 consolidated: PAT rises 130% to ₹663.56 crore

For the full year FY26, consolidated net profit was reported at ₹663.56 crore, up 129.92% from ₹288.60 crore in FY25. Total revenue for FY26 stood at ₹3,379.19 crore versus ₹2,393.11 crore in FY25.

Revenue from operations rose to ₹3,313.90 crore in FY26 from ₹2,349.38 crore in FY25, while other income increased to ₹65.29 crore from ₹43.73 crore. Total expenses were ₹2,499.27 crore in FY26 compared with ₹2,013.02 crore in FY25. Profit before tax (PBT) was ₹873.17 crore for FY26, up from ₹380.09 crore.

FY26 standalone: PAT at ₹487.67 crore, EPS at ₹96.03

On a standalone basis, Navin Fluorine reported PAT of ₹487.67 crore for FY26, up from ₹241.93 crore in FY25. Total standalone revenue increased to ₹2,389.37 crore from ₹1,742.35 crore in FY25.

Standalone basic EPS for FY26 was ₹96.03, compared with ₹48.79 in FY25. The company also shared that revenue from operations for FY26 was ₹2,301.84 crore versus ₹1,686.81 crore in FY25.

Cash flows, assets, and one-off adjustments

Net cash generated from operating activities was ₹893.57 crore in FY26 on a consolidated basis, compared with ₹570.81 crore in FY25. On a standalone basis, operating cash flow was ₹510.69 crore in FY26 versus ₹260.93 crore in FY25.

Total assets as of March 31, 2026 were ₹6,379.12 crore, up from ₹4,830.38 crore as of March 31, 2025. The company also noted a reversal of excess provision amounting to ₹13.72 crore in consolidated results and ₹11.91 crore in standalone results for the quarter ended March 31, 2026. It added that the group operates in a single reportable segment.

Key numbers at a glance

Market impact and what investors typically track next

The quarter’s YoY profit growth on both standalone and consolidated numbers, along with the full-year jump in PAT, puts focus on sustainability of margins and the mix shift across verticals. Management’s disclosed Q4 operating EBITDA margin of 34.2% and the full-year consolidated operating EBITDA margin of 32.6% provide reference points for tracking operating leverage.

Investors will also watch how cash generation and working capital trend, given the mention that working capital days improved to 74 days in the commentary. Near-term attention is likely to remain on execution across HPP, speciality chemicals, and CDMO, given the explicit growth rates and the revenue contributions shared for the March quarter.

Conclusion

Navin Fluorine closed FY26 with higher revenue, sharply higher profits, and improved operating and cash flow metrics, supported by broad-based growth in its key verticals. With audited results for the year ended March 31, 2026 now announced, the next set of updates will come through subsequent quarterly disclosures and any further management guidance referenced in future communications.