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532504: Capital Expenditure Plans And Interim Dividend Will Drive Balanced Outlook

532504: Renewable Power Supply And Plant Expansion Plans Will Support Measured Upside

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532504
AnalystConsensusTarget
Not Invested
Published 18 Feb 2025

Update shared on 04 Dec 2025

Fair value Increased 0.91%
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Analysts have nudged their price target for Navin Fluorine International slightly higher to approximately ₹5,770 from about ₹5,720, citing modestly stronger expectations for revenue growth, profit margins, and future earnings multiples.

What's in the News

  • The Board has declared an interim dividend of INR 6.50 per equity share of face value INR 2 for FY 2025-2026, with November 7, 2025 set as the record date and payment on or after November 27, 2025 (Key Developments).
  • A Board meeting on October 30, 2025 at 13:30 IST will review the unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (Key Developments).
  • The same Board meeting will also consider the declaration of an interim dividend for FY 2025-2026 and fix the record date for determining eligible shareholders (Key Developments).
  • Management will evaluate capital expenditure to set up additional HFC capacity of up to 15K MTPA R32 equivalent at the company’s Surat unit (Key Developments).
  • The Board will consider further capital expenditure for debottlenecking the Multi Purpose Plant to support future growth (Key Developments).

Valuation Changes

  • The Fair Value Estimate has risen slightly to about ₹5,772 from roughly ₹5,719 per share, reflecting marginally stronger fundamentals.
  • The Discount Rate has edged up marginally to approximately 13.45 percent from about 13.44 percent, implying a slightly higher required return.
  • The Revenue Growth Assumption has increased slightly to around 22.76 percent from about 22.70 percent, indicating a modestly stronger growth outlook.
  • The Net Profit Margin has improved very slightly to roughly 17.38 percent from about 17.37 percent, suggesting a nearly unchanged margin profile.
  • The Future P/E Multiple has risen modestly to about 51.66x from roughly 51.26x, signaling a small increase in the valuation multiple applied to forward earnings.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.