Archive · 21 Nov 2025
Navin Fluorine's CDMO Growth Drives Stock Rally
Navin Fluorine's stock price has gone up a lot this year because their main business of making chemicals for other companies is doing very well.
They have a lot of new orders and are planning to expand their factories.
This has made their revenue and profits go up a lot, and investors are happy about this.
Navin Fluorine stock hits 52-week high, up nearly 80% in CY25
CDMO segment doubles YoY revenue in Q2FY26, driving growth
Robust pipeline visibility, including Fermion Oy agreement, supports CDMO guidance
Company investing in other segments like HPP, refrigerants, and inorganic fluorides
Consolidated revenue up 46% YoY, Ebitda up 130%, margins expand to 32.5%
- Who
- Navin Fluorine International Ltd
- What
- Experienced strong stock rally and business growth
- When
- CY25 (current year)
- Where
- Chemicals industry
- Why
- Due to increased demand and visibility in CDMO segment
Bullish View
Cautious View
CDMO Growth
Bullish View
CDMO segment is a key growth engine with strong pipeline visibility
Cautious View
Dependence on a few key customers may pose risks
Pricing Pressure
Bullish View
Specialty chemicals segment has strong near-term visibility
Cautious View
Increased competition may lead to pricing pressure in the long run
- Stock Performance
- Up nearly 80% in CY25, hit 52-week high
- CDMO Revenue (Q2FY26)
- ₹134 crore, up 95% YoY
- Consolidated Revenue (Q2FY26)
- ₹760 crore, up 46% YoY
- Ebitda (Q2FY26)
- ₹246 crore, up 130% YoY
- Forward P/E Ratio
- Around 40x