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14 Mar 2025 |
Navin Fluorine
|
Consensus Share Price Target
|
4126.90 |
4244.15 |
- |
2.84 |
buy
|
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05 Mar 2025
|
Navin Fluorine
|
Axis Direct
|
4126.90
|
4300.00
|
4055.75
(1.75%)
|
4.19 |
Buy
|
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|
We recommend a BUY on the stock with a target price of Rs 4,300/share, implying an upside of 10% from the CMP
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02 Feb 2025
|
Navin Fluorine
|
Edelweiss
|
4126.90
|
4800.00
|
4173.00
(-1.10%)
|
16.31 |
Buy
|
|
|
Strong recovery in Q3; healthy growth to sustain in FY26.
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22 Nov 2024
|
Navin Fluorine
|
ICICI Direct
|
4126.90
|
3830.00
|
3326.90
(24.05%)
|
Target met |
Buy
|
|
|
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25 Oct 2024
|
Navin Fluorine
|
KRChoksey
|
4126.90
|
3769.00
|
3301.75
(24.99%)
|
Target met |
Accumulate
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|
|
Navin Fluorine International Ltd. (NFIL) Q2FY25 earnings exceeded projections while revenue missed our estimates. Revenue increased to INR 5,186 Mn by 9.9% YoY (-1.0% QoQ), missing our estimates by 4.4%.
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24 Oct 2024
|
Navin Fluorine
|
IDBI Capital
|
4126.90
|
3780.00
|
3411.50
(20.97%)
|
Target met |
Hold
|
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24 Oct 2024
|
Navin Fluorine
|
Axis Direct
|
4126.90
|
3570.00
|
3411.50
(20.97%)
|
Target met |
Hold
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|
We upgrade the stock to HOLD from SELL rating as we roll over the estimates to FY27 which factors in the expected growth from ongoing expansion initiatives.
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23 Oct 2024
|
Navin Fluorine
|
Motilal Oswal
|
4126.90
|
3240.00
|
3307.45
(24.78%)
|
Target met |
Neutral
|
|
|
Navin Fluorine International (NFIL)’s EBITDA/ PAT in 2QFY25 came in at 6%/12% higher than our estimates due to the strong YoY performance in HPP and CDMO segments.
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29 Sep 2024
|
Navin Fluorine
|
Emkay
|
4126.90
|
3500.00
|
3429.25
(20.34%)
|
Target met |
Sell
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|
|
We visited Navin Fluorine’s plant based in Dewas, Madhya Pradesh which caters to its CDMO business vertical. The company manufacture pharma intermediates for commercialized (50-60%) and last-stage molecules.
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01 Aug 2024
|
Navin Fluorine
|
KRChoksey
|
4126.90
|
4032.00
|
3686.20
(11.96%)
|
Target met |
Accumulate
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|
|
Navin Fluorine International Ltd. (NFIL) Q1FY25 numbers missed our estimates across the board. Revenue increased to INR 5,237 Mn, up 6.6% YoY but fell by 13.0% QoQ, driven by growth in HPP vertical partial offset by weaker performance in CDMO and specialty chemicals division.
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31 Jul 2024
|
Navin Fluorine
|
IDBI Capital
|
4126.90
|
3780.00
|
3800.95
(8.58%)
|
Target met |
Hold
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31 Jul 2024
|
Navin Fluorine
|
Axis Direct
|
4126.90
|
3135.00
|
3800.95
(8.58%)
|
24.03 |
Sell
|
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|
We downgrade to SELL from HOLD rating on the stock to factor in the near-term headwinds and recent surge in stock price.
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30 Jul 2024
|
Navin Fluorine
|
Emkay
|
4126.90
|
3400.00
|
3771.15
(9.43%)
|
Target met |
Sell
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NFIL’s Q1 revenue was up 14% YoY at Rs5.2bn (-13% QoQ), owing to volume recovery in the HFO plant (YoY) and higher volumes/pricing-in the ref gas business.
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13 May 2024
|
Navin Fluorine
|
KRChoksey
|
4126.90
|
3568.00
|
3236.65
(27.51%)
|
Target met |
Accumulate
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|
Navin Fluorine International Ltd. (NFL) reported strong numbers which beat our estimates across the board. Revenue increased by 20.4% QoQ to INR 6,020 Mn and beat our estimates. The stronger-than-expected revenue growth reflected strong utilization at the Surat plant and the addition of new molecules, while lower export realizations impacted top-line growth.
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08 May 2024
|
Navin Fluorine
|
Emkay
|
4126.90
|
3000.00
|
3411.40
(20.97%)
|
Target met |
Sell
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|
NFIL’s Q4 revenue was down 14% YoY at Rs6bn (+20% QoQ) owing to i) lower volumes in the HFO plant (YoY) and pricing pressure in the ref gas business; ii) deferral of sales for key molecules in the CDMO business to FY25 (vs. H2FY24).
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08 May 2024
|
Navin Fluorine
|
Motilal Oswal
|
4126.90
|
3110.00
|
3411.40
(20.97%)
|
Target met |
Neutral
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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%.
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08 May 2024
|
Navin Fluorine
|
Prabhudas Lilladhar
|
4126.90
|
3621.00
|
3411.40
(20.97%)
|
Target met |
Accumulate
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08 May 2024
|
Navin Fluorine
|
IDBI Capital
|
4126.90
|
3210.00
|
3411.40
(20.97%)
|
Target met |
Hold
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08 May 2024
|
Navin Fluorine
|
Axis Direct
|
4126.90
|
3080.00
|
3411.40
(20.97%)
|
Target met |
Hold
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We maintain our hold rating on the stock to factor in the difficult macros and continued uncertainty across the leadership position.
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23 Mar 2024
|
Navin Fluorine
|
Axis Direct
|
4126.90
|
3430.00
|
3092.95
(33.43%)
|
Target met |
Buy
|
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|
We recommend a BUY on the stock for a target price of Rs 3,430/share, implying an upside of 11% from CMP.
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08 Feb 2024
|
Navin Fluorine
|
KRChoksey
|
4126.90
|
3123.00
|
3073.40
(34.28%)
|
Target met |
Hold
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In Q3FY24, Navin Fluorine reported a revenue of INR 5,018 Mn, reflecting an 11.0% YoY decline and a 6.4% QoQ increase. Within the business segments, Specialty Chemicals recorded revenues of INR 1,770 Mn (-4.5% YoY), HPP reached INR 2,510 Mn (-0.6% YoY), and CDMO reported revenues of INR 730 Mn (-41.5% YoY).
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