Motilal Oswal
Navin Fluorine’s (NFIL) EBITDA/PAT grew 13%/42% YoY in 4QFY24, higher than
our estimates. The beat was driven by a strong performance in the Specialty
Chemicals business, which was well supported by growth in the HPP segment.
Gross margin was 50%, while EBITDA margin dipped 10.7pp YoY to 18.3%.
Navin Fluorine International Ltd. is trading above all available SMAs
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