<ul><li>Navin Fluorine, a company manufacturing intermediates for agro and pharmaceutical clients, reported a 6% revenue decline in FY25, attributing it to the adverse impact on the speciality chemical industry due to excess Chinese production.</li><li>To overcome industry challenges, the company secured a firm order-base for growth in FY26. It commercialised a facility for agro speciality compounds in Q3-FY25 and plans to ramp up the facility slowly with an expected mid-teens growth in FY26.</li><li>Navin Fluorine aims to commercialize a new AHF facility by Q2-FY26, with plans for external sales and collaboration with Buss Chemtech for solar and electronic-grade HF. The CDMO division reported 31% YoY growth in FY25 and is poised for expansion.</li><li>While the company reported a revenue growth of 14% YoY in FY25 and is approaching its goal of 25% EBITDA margins, it is trading at 47 times one-year forward PE ratio with limited headroom for stock growth, despite strong earnings visibility.</li></ul>

Navin Fluorine: What should investors do?

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