|
26 Sep 2025 |
Navin Fluorine
|
Consensus Share Price Target
|
4573.20 |
5141.37 |
- |
12.42 |
hold
|
|
|
|
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08 Feb 2023
|
Navin Fluorine
|
Motilal Oswal
|
4573.20
|
4525.00
|
4185.05
(9.27%)
|
Target met |
Neutral
|
|
|
|
|
31 Oct 2022
|
Navin Fluorine
|
ICICI Securities Limited
|
4573.20
|
4000.00
|
4492.90
(1.79%)
|
Target met |
Sell
|
|
|
We attended the analyst meet organised by Navin Fluorine International (NFIL) to provide update on growth opportunities.
|
|
21 Oct 2022
|
Navin Fluorine
|
ICICI Securities Limited
|
4573.20
|
4000.00
|
4418.75
(3.50%)
|
Target met |
Sell
|
|
|
Navin Fluorine International’s (NFIL) Q2FY23 revenue / EBITDA missed our estimates by 10% and 24% due to lower revenue in CDMO segment, and higher costs.
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|
21 Oct 2022
|
Navin Fluorine
|
Edelweiss
|
4573.20
|
5500.00
|
4423.15
(3.39%)
|
|
Buy
|
|
|
Long-term story intact; Capacity additions to drive top-line growth
|
|
20 Oct 2022
|
Navin Fluorine
|
Motilal Oswal
|
4573.20
|
4311.00
|
4423.15
(3.39%)
|
Target met |
Neutral
|
|
|
|
|
26 Jul 2022
|
Navin Fluorine
|
ICICI Securities Limited
|
4573.20
|
3900.00
|
4208.20
(8.67%)
|
Target met |
Sell
|
|
|
Navin Fluorine International’s (NFIL) Q1FY23 revenues missed our estimate by 6%, while higher EBITDA margin (up 190pbs) on better product mix in HPP and specialty helped EBITDA to be in-line. Company is now close to reaping the benefits of long-term contracts it signed, which will start reflecting in P&L from the next quarter.
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|
26 Jul 2022
|
Navin Fluorine
|
Edelweiss
|
4573.20
|
4650.00
|
4242.35
(7.80%)
|
Target met |
Buy
|
|
|
New products' execution on track, maintain BUY
|
|
25 Jul 2022
|
Navin Fluorine
|
ICICI Direct
|
4573.20
|
4450.00
|
4208.20
(8.67%)
|
Target met |
Hold
|
|
|
|
|
25 Jul 2022
|
Navin Fluorine
|
Motilal Oswal
|
4573.20
|
4324.00
|
4242.35
(7.80%)
|
Target met |
Neutral
|
|
|
|
|
10 May 2022
|
Navin Fluorine
|
ICICI Securities Limited
|
4573.20
|
3750.00
|
3734.60
(22.45%)
|
Target met |
Hold
|
|
|
Navin Fluorine International’s (NFIL) Q4FY22 EBITDA was below our estimate due to lower revenues in specialty chemicals and CRAMS. Company won another large contract for a fluoro-molecule, with peak revenues of Rs6bn. The molecule offers opportunity in downstream products as well.
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