Navin Fluorine International Limited Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

As you might know, Navin Fluorine International Limited (NSE:NAVINFLUOR) just kicked off its latest full-year results with some very strong numbers. Navin Fluorine International beat earnings, with revenues hitting ₹21b, ahead of expectations, and statutory earnings per share outperforming analyst reckonings by a solid 11%. The analysts typically update their forecasts at each earnings report, and we can judge from their estimates whether their view of the company has changed or if there are any new concerns to be aware of. Readers will be glad to know we've aggregated the latest statutory forecasts to see whether the analysts have changed their mind on Navin Fluorine International after the latest results.

Check out our latest analysis for Navin Fluorine International

After the latest results, the 21 analysts covering Navin Fluorine International are now predicting revenues of ₹26.4b in 2025. If met, this would reflect a sizeable 24% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 24% to ₹67.66. Before this earnings report, the analysts had been forecasting revenues of ₹27.0b and earnings per share (EPS) of ₹74.65 in 2025. It's pretty clear that pessimism has reared its head after the latest results, leading to a weaker revenue outlook and a small dip in earnings per share estimates.

The analysts made no major changes to their price target of ₹3,434, suggesting the downgrades are not expected to have a long-term impact on Navin Fluorine International's valuation. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Navin Fluorine International, with the most bullish analyst valuing it at ₹4,106 and the most bearish at ₹2,818 per share. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure.

Of course, another way to look at these forecasts is to place them into context against the industry itself. It's clear from the latest estimates that Navin Fluorine International's rate of growth is expected to accelerate meaningfully, with the forecast 24% annualised revenue growth to the end of 2025 noticeably faster than its historical growth of 19% p.a. over the past five years. Compare this with other companies in the same industry, which are forecast to grow their revenue 12% annually. Factoring in the forecast acceleration in revenue, it's pretty clear that Navin Fluorine International is expected to grow much faster than its industry.

The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Navin Fluorine International. Regrettably, they also downgraded their revenue estimates, but the latest forecasts still imply the business will grow faster than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn't be too quick to come to a conclusion on Navin Fluorine International. Long-term earnings power is much more important than next year's profits. At Simply Wall St, we have a full range of analyst estimates for Navin Fluorine International going out to 2027, and you can see them free on our platform here..

Plus, you should also learn about the 1 warning sign we've spotted with Navin Fluorine International .

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.