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Navin Fluorine: Gold standard of chemicals at the price of diamond

Despite recent capex announcement in the specialty business, near-term growth of Navin Fluorine is likely to be aided by debottlenecking

January 28, 2021 / 10:08 AM IST
Navin Fluorine: Gold standard of chemicals at the price of diamond

PRO Only Highlights
Quarterly performance largely backed by improved realisations
Medium-term triggers China plus and protectionist measures for tyre industry
Valuations not inexpensive; but improved medium-term outlook

Highlights - Strong Q3 backed by specialty chemicals and CRAMS - Refrigerants impacted by weak demand and pricing - Recent capex announcement partly removes capacity constraint for Specialty - Evaluating other verticals for fluorine applications - A play on partnerships from MNC innovator companies; near-term priced in Navin Fluorine (CMP: Rs 2,471, Market cap: Rs 12,233 crore) is amongst the select few firms in emerging markets dealing with complex fluorination abilities and is seeing strong interest from multinational innovator companies in the life science and crop science space who wish...

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