Accumulate Navin Fluorine International; target of Rs 5075: Deven Choksey

About this update from Navin Fluorine International Limited

Deven Choksey's research report on Navin Fluorine InternationalNavin Fluorine Q1FY26 revenue grew at a healthy pace of 38.5% YoY (+3.5% QoQ) to INR 7,254 Mn., in-line with our estimates (+1.6%). The growth was led by sustained momentum in the High-Performance Products (HPP) segment, with incremental support from Specialty Chemicals and CDMO. On a sequential basis, HPP delivered strong growth of 24.8%, while softness persisted in Specialty Chemicals (-15.4% QoQ) and CDMO (-13.9% QoQ), tempering the overall revenue uptick.OutlookWe roll forward our valuation basis to Jun’27. We value Navin Fluorine at a 42.0x Jun’27 EPS, implying a target price of INR 5,075. We reiterate our “ACCUMULATE” rating on the stock, reflecting continued momentum across HPP, Specialty Chemicals, and CDMO segments.For all recommendations report, click hereDisclaimer: The views and investment tips expressed by investment experts/broking houses/rating agencies on moneycontrol.com are their own, and not that of the website or its management. Moneycontrol.com advises users to check with certified experts before taking any investment decisions.Navin Fluorine International - 08092025 - deven

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