Navin Fluorine Intl.

April 29 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• APPROVES DIVIDEND OF 8.6 RUPEES PER SHARE

• MARCH-QUARTER CONSOL TOTAL PROFIT 2.13 BILLION RUPEES

• MARCH-QUARTER CONSOL REVENUE FROM OPERATIONS 9.38 BILLION RUPEES

• RE-APPOINTMENT OF VISHAD P. MAFATLAL AS EXECUTIVE CHAIRMAN

Source text: [ID:]

Further company coverage: NAFL.NS

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Feb 9 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• NAVIN FLUORINE INTERNATIONAL LTD - DEC-QUARTER CONSOL PAT 1.85 BILLION RUPEES

• NAVIN FLUORINE INTERNATIONAL LTD - DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 8.92 BILLION RUPEES

Source: https://nsearchives.nseindia.com/corporate/NAVINFLUOR_09022026163329_upload.pdf

Further company coverage: NAFL.NS

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** Shares of India's chemical manufacturers rise between 5.5% and 13.9%

** U.S. President Donald Trump on Monday announced a trade deal with India that slashes U.S. tariffs on Indian goods to 18% from 50% in exchange of India halting Russian oil purchases and lowering trade barriers

** ICICI Direct Research says although details are still awaited, it believes the reduction is likely to provide a level-playing ground to India with other competitors such as China, South Korea, Japan, EU, Vietnam, Malaysia, Indonesia, and the Philippines

** India's chemical exports to the U.S. stood at ~$6 billion, accounting for 18% of the overall chemical exports - brokerage

** Aarti Industries ARTI.NS leads gains among the pack with a 13.9% jump, followed by Gujarat Fluorochemicals GUJL.NS, up 8.1%, and Navin Fluorine International NAFL.NS, up 7.2%

(Reporting by Mridula Kumar in Bengaluru)

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Dec 31 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• COMMERCIAL PRODUCTION AT PHASE 1 OF CGMP-4 PLANT AT DEWAS COMMENCED TODAY

Source text: ID:nNSEbPV96T

Further company coverage: NAFL.NS

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** Shares of Navin Fluorine International NAFL.NS jump 4.4% to a record high 5,415 rupees

** Stock logs biggest intraday pct gain since January 31

** Specialty chemicals maker's June-qtr consol profit more than doubles to 1.17 bln rupees ($13.36 mln); rev from ops rises 38.5% Y/Y

** More than 521,490 shares change hands, 4.5x of 30-day avg

** NAFL rated "buy" by 25 analysts on average; median target price is 4,820.5 rupees – data compiled by LSEG

** Stock up 66.5% YTD

($1 = 87.6050 Indian rupees)

(Reporting by Rudra Pratap Singh in Bengaluru)

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** Shares of Navin Fluorine International NAFL.NS rise 3% to 4,646 rupees

** Jefferies maintains "buy" rating on the chemical maker; keeps price target at 5,280, about 14.5% above the last closing price

** New contracts in speciality chemicals, contract manufacturing and high-performance products expected to generate revenue from FY26, thus boosting earnings from FY28 – Jefferies

** Brokerage highlights NAFL invested over 20 bln rupees in commissioned capacity but utilization remains low, indicating room for scale-up

** Avg rating of analysts is "buy"; median PT is 4,841 rupees - LSEG

** Stock up 43% YTD

(Reporting by Rudra Pratap Singh in Bengaluru)

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** Chemical stocks jump as Donald Trump pauses reciprocal tariffs beyond 10% on most countries

** Chemicals, accounting for 4.01% of India's exports to the U.S., was to take major hit from 26% tariffs on the country

** PI Industries PIIL.NS, SRF SRFL.NS soar 6.3% and 4%, respectively; among top midcap gainers

** UPL UPLL.NS, Aarti Industries ARTI.NS, Navin Fluorine International NAFL.NS, Deepak Nitrite DPNT.NS, Vinati Organics VNTI.NS and Alkyl Amines Chemicals ALKY.NS gain between 2.9% and 3.3%

** Barring PIIL and ALKY, other chemical stocks 2.5%-7% below April 2 levels before Trump announced tariffs

** PIIL and ALKY up nearly 1% each from April 2 closing price

(Reporting by Vivek Kumar M)

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** Indian chemical cos Navin Fluorine NAFL.NS, PI Industries PIIL.NS, SRF SRFL.NS and UPL UPLL.NS to see negative impact on FY26 earnings from U.S. reciprocal tariffs

** Jefferies estimates NAFL's revenue exposure to U.S. at 23%, followed by PIIL (15%), UPLL (10%-12%) and SRFL (8%)

** Estimates NAFL Fluorine and PIIL's operating profit in FY26 could fall by 9% and 6%, while UPLL and SRFL may see core profit decline by 5% and 3%

** Increasing competition in markets outside U.S. and slowing demand due to tariffs to squeeze Indian chemicals sector, says Kotak

** Flags PIIL, Vinati Organics VNTI.NS, Clean Science CLEA.NS, NAFL as firms most exposed to U.S. sales

** NAFL down 3%, PIIL slips 3.9% while VNTI drops 3.4%; SRFL and CLEA down 1.5% each while UPLL falls 1%, per exchange data

(Reporting by Bharath Rajeswaran in Bengaluru)

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March 10 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• NAVIN FLUORINE INTERNATIONAL - SURAT PLANT FOR MANUFACTURE,SUPPLY OF HFC (R32) COMMENCES OPERATIONS

Source text: ID:nBSE6nCf85

Further company coverage: NAFL.NS

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** Sudarshan Chemical Industries SDCH.NS falls 4.3% to 874.7 rupees, lowest in more than seven months

** Pigment maker's Q3 profit nosedives 96% y/y to 5.1 million rupees ($58,731.40), hurt by acquisition-related one-off loss of 308.3 mln rupees; rev up 18% y/y

** More than 461,000 shares traded, about thrice its 30-day avg

** Stock set for third straight day of losses

** SDCH rated "buy" on avg; median PT is 1,046 rupees - LSEG

** Stock rose more than two-fold in 2024

($1 = 86.8360 Indian rupees)

(Reporting by Aleef Jahan in Bengaluru)

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Jan 30 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• DEC-QUARTER CONSOL PAT 836 MILLION RUPEES

• DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 6.06 BILLION RUPEES

Source text: [ID:]

Further company coverage: NAFL.NS

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** Shares of Indian refrigerant gas makers gain on bets that current supply tightness in US could push prices higher globally

** SRF SRFL.NS jumps ~13%, hits highest since May 2024 and set for best day since Aug 2019

** Gujarat Flourochemicals GUJL.NS gains ~6%

** Navin Flourine NAFL.NS rises 10%, hits highest since Sept 2024 and poised for best day since March 2020

** Equirus analysts note iGas USA flagged shortage of some varieties of refrigerant gas and hiked prices

** Brokerage says every $1/kg change in refrigerant R32 realization could increase SRF's EBITDA by 2.6 bln rupees and NAFL's by 770 mln rupees

** NAFL, SRF up ~20% so far in Jan, while GUJL down 1.1%

(Reporting by Sethuraman NR in Bengaluru)

(([email protected]; (+91 9945291420); Reuters Messaging: [email protected]))

Dec 9 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• COMMERCIALIZATION OF PLANT TO MANUFACTURE FLUORO SPECIALTY CHEMICAL

• UNIT'S DAHEJ PLANT COMMENCES COMMERCIAL OPERATIONS

• PROJECT INVESTMENT APPROXIMATELY 5.40 BILLION RUPEES

Source text: ID:nBSE3m8xBK

Further company coverage: NAFL.NS

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** Shares of Aarti Industries ARTI.NS slump as much as 10% to 427 rupees, hitting their lowest since Oct 2020

** Specialty chemicals maker reports a 43% fall in Sept-qtr consol net profit at 520 mln rupees ($6.2 mln), hurt by higher expenses

** Q2 rev from ops rose ~12%

** Busiest session since Dec 2004, more than 21 mln shares change hands, about 14X 30-day avg

** ARTI last down 8.2%, set for third straight session of losses

** Avg rating of 19 analysts covering ARTI at "hold"; peers SRF SRFL.NS and Navin Fluorine NAFL.NS rated "hold" and "buy", respectively

** ARTI's median PT at 511 rupees - LSEG data

** Stock down ~33% so far this year vs a 8% and 9.5% fall in SRF and NAFL, respectively

($1 = 84.3800 Indian rupees)

(Reporting by Dimpal Gulwani in Bengaluru)

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** Specialty chemical maker Navin Fluorine NAFL.NS rises 3.9% to 3,577 rupees, eyes fourth straight session of gains

** Nirmal Bang upgrades to "buy", raises TP to 4,000 rupees from 3,600 rupees

** Systematix also upgrades to "buy" from "hold", increases TP to 4,042 rupees from 3,359 rupees

** Nirmal Bang says despite ongoing macro challenges, including competition from Chinese imports, margins expected to improve Q-o-Q

** Expects recovery to outpace peers due to NAFL's strong innovator-rev mix, contracts

** Systematix's bullish outlook supported by slowing agrochemical destocking, with demand projected to improve by Q4 FY25

** Avg rating of analysts is "buy"; median PT is 3,997 rupees - LSEG

** YTD, NAFL down ~7% YTD

(Reporting by Yagnoseni Das in Bengaluru)

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** Morgan Stanley says Deepak Nitrite DPNT.NS remains its only preferred play in India's chemicals sector; reiterates "overweight" rating

** Raises TP to 3,295 rupees from 2,957 rupees

** Says DPNT's commodity chemicals exposure, limited reliance on agrochemicals and high exposure to domestic demand help it stand out among peers grappling with intense competition and demand uncertainty

** Expects only DPNT to see any share price gains in the sector over the next year

** Adds DPNT has the largest medium-term year investment pipeline of over 100 bln rupees ($1.19 bln), at a time when most incumbents are shifting focus to monetizing past investments

** Stock last up 2.4% vs flat movement in peers SRF Ltd SRFL.NS and Navin Fluorine International NAFL.NS

($1 = 83.9650 Indian rupees)

(Reporting by Aleef Jahan in Bengaluru)

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June 26 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• TO CONSIDER A PROPOSAL FOR RAISING FUNDS

Further company coverage: NAFL.NS

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June 3 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• NAVIN FLUORINE INTERNATIONAL - NAMES NITIN G. KULKARNI AS MD

Source text for Eikon: ID:nBSE9zwr3P

Further company coverage: NAFL.NS

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May 23 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• UNIT EXECUTED FIVE YEAR MATERIAL SUPPLY AGREEMENT FOR SUPPLY OF A FLUORO INTERMEDIATE FOR NOVEL AGROCHEMICAL PRODUCT

• INVESTMENT REQUIRED AT 150 MILLION RUPEES

• PERIOD WITHIN WHICH PROPOSED CAPACITY IS TO BE ADDED AT WITHIN 12 MONTHS

• PROPOSED CAPACITY ADDITION HAS INCREMENTAL REVENUE POTENTIAL OF 200-300 MILLION RUPEES PER ANNUM

Source text for Eikon: ID:nBSEbDH392

Further company coverage: NAFL.NS

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** Shares of Gujarat Fluorochemicals GUJL.NS fall as much as 2.8% to 3,535.70 rupees; last down 2.4%

** The chemicals maker on Monday reported a near 70% Y/Y fall in its March-qtr consolidated net profit; revenue from operations fell 23%

** The capex in the electrolyte additive LiPF6 has been disastrous, with the company failing to generate any EBITDA from its sales, said analysts from InCred Equities in a note

** Average rating of 10 analysts covering the stock is "buy"; median PT is 3,979.50 rupees - LSEG data

** More than 180,000 shares change hands as of 1:43 p.m. IST, 1.7x 30-day average

** Including session's move, the stock is down 4% YTD, which is smaller than its peer Navin Fluorine International NAFL.NS, which is down 12.2%

(Reporting by Navamya Ganesh Acharya in Bengaluru)

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March 27 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• NAVIN FLUORINE INTERNATIONAL - GETS ORDER FROM JOINT COMMISSIONER, CGST AND CENTRAL EXCISE FOR RECOVERY OF GST 379.4 MILLION RUPEES

Source text for Eikon: ID:nBSEJHM9V

Further company coverage: NAFL.NS

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March 14 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• NAVIN FLUORINE INTERNATIONAL LTD - APPROVED ADDITIONAL INVESTMENT OF 2.5 BILLION RUPEES IN NAVIN FLUORINE ADVANCED SCIENCES

• NAVIN FLUORINE INTERNATIONAL LTD - INVESTMENT BY SUBSCRIBING TO REDEEMABLE PREFERENCE SHARES

Source text for Eikon: ID:nBSE3SChdm

Further company coverage: NAFL.NS

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** Shares of Navin Fluorine International NAFL.NS fall as much as 6.9% to 3,035.1 rupees, lowest since April 22, 2021

** Specialty chemical maker said on Tuesday its Q3 consolidated profit slipped ~27% to 780.2 mln rupees ($9.4 mln), consol rev from ops down 11%

** Fall in sales due to inventory destocking, said co

** More than 1.3 mln shares change hands, 6.3x its 30-day avg; on track for most active trading session since Oct. 5, if trend holds

** NAFL trading below its 100-day and 200-day simple moving averages since Oct

** Stock down over 8% for the week; on track to log sixth consecutive weekly fall, if trend holds

($1 = 82.9900 Indian rupees)

(Reporting by Ashna Teresa Britto in Bengaluru)

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Feb 6 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• DEC-QUARTER CONSOL PAT 780.2 MILLION RUPEES VERSUS 1.07 BILLION RUPEES YEAR AGO

• DEC-QUARTER CONSOL REVENUE FROM OPERATIONS 5.02 BILLION RUPEES VERSUS 5.64 BILLION RUPEES YEAR AGO

Further company coverage: NAFL.NS

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Jan 9 (Reuters) - Life Insurance Corporation of India LIFI.NS:

• PURCHASE OF EQUITY SHARES IN NAVIN FLUORINE INTERNATIONAL LIMITED

• CO'S SHAREHOLDING IN NAVIN FLUORINE INTERNATIONAL HAS INCREASED FROM 4.792% TO 5.037%

Source text for Eikon: ID:nBSEcdzlZT

Further company coverage: LIFI.NS

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** Indian speciality chemical cos' price realisations getting hurt in refrigerant gas segment in U.S. due to China's dumping and lower prices, says Emkay Global

** Cos will shift more towards Gulf/domestic markets from U.S. for their new capacity additions and compete with Chinese imports, reducing price benefit for cos - Emkay

** Emkay says US seeing higher imports from United Arab Emirates from new huge capacity addition by a JV between IGas Holdings (IGas) in US and China's Juhua Group

** Brokerage says Indian cos will have to strategize on optimizing between volumes and price and turn cautious on refrigerant gas business

** Emkay maintains "buy" on SRF SRFL.NS and Anupam Rasyan ANUY.BO, "hold" on Navin Flourine NAFL.NS and "sell" on Gujarat Fluorochemicals GUJL.NS

(Reporting by Sethuraman NR in Bengaluru)

(([email protected]; (+91 9945291420); Reuters Messaging: [email protected]))

Nov 7 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• RECEIVED COMMUNICATION FROM GUJARAT POLLUTION CONTROL BOARD ABOUT FINAL REVOCATION OF EARLIER CLOSURE DIRECTIONS

Source text for Eikon: ID:nBSEccFQBn

Further company coverage: NAFL.NS

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Oct 31 (Reuters) - Navin Fluorine International Ltd NAFL.NS:

• SEPT-QUARTER CONSOL PROFIT 605.8 MILLION RUPEES VERSUS 578.1 MILLION RUPEES

• SEPT-QUARTER CONSOL REVENUE FROM OPERATIONS 4.72 BILLION RUPEES VERSUS 4.19 BILLION RUPEES

• INTERIM DIVIDEND OF 5 RUPEESPER SHARE

Source text for Eikon: ID:nBSE4Pfgtx

Further company coverage: NAFL.NS

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** Shares of Navin Fluorine International NAFL.NS drop as much as 4.6% to 3,764.50 rupees, lowest since July 4, 2022

** Kotak Institutional Securities slashes fair value for co to 4,170 rupees from 5,160 rupees earlier; sets "Add" rating for the stock

** Brokerage says downturn in chemicals industry is key concern for co

** Expect Q2 to remain restrained amid industry-wide downturn that may be hurting agrochemical-exposed products - Kotak analysts

** Brokerage cuts FY24-FY26 earnings per share estimate by 3%-10%

** 15 of 23 analysts rate the stock "buy" or higher, six "hold" and two "sell" or lower; their median PT is 5,104 rupees - LSEG data

** Stock has risen ~7.2% YTD, including session's fall

(Reporting by Archishma Iyer in Bengaluru)

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** Shares of Navin Fluorine NAFL.NS fall as much as 13.9% to 3,752.8 rupees, biggest pct fall since Oct. 20, 2021

** Co says Managing Director Radhesh R. Welling resigned

** Welling will be relieved from the services of co effective Dec. 15, 2023

** More than 405,543 shares traded by 09:35 a.m. IST, vs 3.1x the 30-day avg

** Analysts covering the stock on average have a "buy" rating; median PT is 5,160 rupees - LSEG data

** Including session's fall, NAFL down 5% YTD

(Reporting by Ashna Teresa Britto in Bengaluru)

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