Navin Fluorine shares soar 10% to 52-week high after positive Q3, strong operational performance

Navin Fluorine shares have delivered near 30 percent returns in the last one month.

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26 Aug, 2025 12:21

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Shares of Navin Fluorine International surged 10 percent and hit a 52-week high of Rs 4,299.05 on January 31, buoyed by the company's positive Q3 earnings that was backed a strong operational performance.

At 12.22 pm, shares of Navin Fluorine were trading at Rs 4,188.55 on the NSE.

Net profit grew 7.2 percent on-year to Rs 83.6 crore, compared to Rs 78 crore a year ago, while revenue saw a 21.2 percent growth, coming at Rs 606 crore, up from Rs 500 crore in the base period. The earnings growth was driven by strong demand across key segments and a share improvement in operating margins.

Improved operational efficiency helped the company expand its EBITDA margin to 24.3 percent in Q3, a sharp jump from the 15.1 percent reported in the year ago period.

Adding to the positive momentum, the management also sounded confident, stating that they anticipate strong growth in the CDMO (Contract Development Manufacturing Organisation) business in FY26. Buoyed by the wave of positivity around Navin Fluorine's improved growth visibility and upbeat earnings, several brokerages raised their price targets for the stock.

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UBS has raised its price target on Navin Fluorine to Rs 4,850 while maintaining its 'buy' rating on the stock. The revised price target from UBS implies a potential upside of 24 percent from Thursday's closing levels and is also the highest price target for the stock on the Street.

The brokerage highlighted that Navin Fluorine's Q3 earnings exceeded consensus estimates on both growth and profitability. Meanwhile, Jefferies went a step further and upgraded Navin Fluorine to 'buy' from the earlier 'underperform' while also lifting its price target by nearly half to Rs 4,600.

Jefferies stated that the company is entering a phase of high growth after experiencing significant earnings cuts over the last five quarters. "Despite a challenging demand environment, Navin Fluorine has managed to sign up new contracts, signaling resilience and future earnings potential," Jefferies said.

The brokerage also revised its FY26 and FY27 earnings per share estimates upward for the chemical player by by 11 percent and 13 percent, respectively, and projected a 30 percent EPS CAGR over FY25-27, reflecting a strong earnings momentum.

Following the trend, Citi has also raised its price target for Navin Fluorine to Rs 4,500 while holding on to its 'buy' rating on the stock.

Along the same line, Emkay Institutional Equities upgraded the stock to an 'add' from the earlier 'reduce' call. The bullishness for Navin Fluorine was also aided by a strong pricing environment in refrigerant gases, increasing utilisation, and contributions from newer molecules starting from FY26.Emkay also lifted its target price for the stock by 14 percent to Rs 4,000.

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