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532504: Capital Expenditure And Dividend Will Shape Near-Term Performance

Update shared on 19 Nov 2025

Fair value Increased 7.62%
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AnalystConsensusTarget's Fair Value
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1Y
79.2%
7D
-1.0%

Analysts have raised their price target for Navin Fluorine International by approximately ₹400 to ₹5,720. They cited a slight reduction in the discount rate and stable profit expectations as key factors in their updated valuation.

What's in the News

  • The Board of Directors has declared an interim dividend of INR 6.50 per equity share for the financial year 2025-2026. November 7, 2025 has been set as the record date, with dividend payment to follow on or after November 27, 2025 (Board of Directors meeting).
  • A Board Meeting was held on October 30, 2025 to approve and take on record the unaudited standalone and consolidated financial results for the quarter and half-year ended September 30, 2025 (Board Meeting).
  • The Board considered capital expenditure proposals, including setting up an additional HFC capacity up to 15K MTPA R32 equivalent at the Surat unit, as well as debottlenecking of the Multi Purpose Plant (Board Meeting).

Valuation Changes

  • The Fair Value Estimate has increased from ₹5,314 to ₹5,719, reflecting a higher calculated intrinsic value.
  • The Discount Rate has fallen slightly, from 13.69% to 13.44%.
  • Revenue Growth expectations have decreased modestly, from 23.71% to 22.70%.
  • The Net Profit Margin forecast has improved marginally, moving from 17.29% to 17.37%.
  • The future P/E multiple has risen from 45.81x to 51.26x.

Disclaimer

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