Chemicals · NFIL
Chemicals - Flourine
from 8,220 today
Hollow marker shows the firm’s previous target.
NFIL's strategic focus on expanding high-value segments such as HPP, Specialty Chemicals, and CDMO supports long-term value creation. Therefore, we maintain our BUY rating on the stock with a revised TP of Rs 9,040/share.
We attended the analyst meet of Navin Fluorine International Ltd (NFIL) and, based on our interaction with the management, the company continue to remain well positioned for a strong multi-year growth trajectory, supported by robust demand across businesses and multiple growth levers. We expect revenue/EBITDA/PAT to register a CAGR of 22%/24%/29% over FY26-28E and maintain our 'Accumulate' rating on the stock with a target price of Rs8,812, valuing it at 41x FY28E EPS.
We remain positive on NFIL’s long-term outlook, supported by a strong order pipeline, on going capacity expansion, and debottlenecking initiatives that are expected to sustain growth. At present, the stock trades at 35x FY28E EPS. We value the company at 37x FY28E EPS, arriving at a target price of Rs8,377, and maintain our ‘Accumulate’ rating on the stock.
Navin Fluorine delivered a robust Q1FY27 performance, beating estimates across revenue, EBITDA, and PAT, driven by healthy growth across all three business verticals and meaningful margin expansion. We maintain our BUY rating with a revised target price of Rs. 8,600.
We remain positive on NFIL's outlook, supported by its diversified portfolio, and reiterate our Neutral rating on the stock with a TP of INR8,300, raising our FY27/FY28 earnings estimates by 10%/13% following a robust 1QFY27 performance.
Ratings and target prices as published by each firm. Each summary condenses that firm's stated view in its own note and is attributed to it; no report text is reproduced.
