Chemical Industry: 100% (2026)

TOP 3 Markets:

1. India: approx. 40%
2. USA: approx. 30%
3. Europe: approx. 20%

Navin Fluorine International Limited is a leading company in the chemical industry, specializing in fluorine chemicals. The company's revenues come entirely from this sector.

The Indian market is the largest single market for Navin Fluorine, followed by the USA and Europe. These markets are crucial for the company as they have a strong demand for specialty chemicals and advanced materials.

The remaining 10% of revenues are distributed among other international markets, highlighting the company's global presence.

Production sites of Navin Fluorine International Limited:

1. Dewas, Madhya Pradesh, India
2. Dahej, Gujarat, India
3. Surat, Gujarat, India

Navin Fluorine International Limited operates multiple production facilities in India, focusing primarily on the manufacturing of specialty chemicals and fluorine compounds. The sites in Dewas and Dahej are particularly crucial for the production of high-quality fluorine specialties and other chemical products. The Surat location also serves production and research in the field of fluorine chemistry. These strategically chosen sites enable the company to efficiently respond to demand in various markets while leveraging logistical advantages.

Revenue Growth: 18% (2025) Investment Volume in R&D: 150 million USD (2025)

Navin Fluorine International Limited pursues a strategy that is strongly focused on research and development (R&D) to develop innovative products in the specialty chemicals sector. The company has made significant investments in R&D in recent years to expand its product range and tap into new markets.

Another focus is on geographical expansion, particularly in high-growth markets in Asia and Europe. Through strategic partnerships and joint ventures, Navin Fluorine aims to strengthen its market presence and benefit from the increasing demand for environmentally friendly and sustainable chemicals.

In addition, the company is focusing on operational efficiency and cost reduction measures to improve margins and enhance competitiveness. This includes optimizing the supply chain as well as investing in modern production technologies.

Main raw materials: Fluorspar, sulfuric acid, chloroform

Countries of origin:

• Fluorspar: China, Mexico
• Sulfuric acid: Japan, South Korea
• Chloroform: USA, Germany

Navin Fluorine International Limited mainly imports fluorspar, sulfuric acid, and chloroform, which are essential for the production of fluorine chemicals. China and Mexico are the leading exporters of fluorspar, a critical raw material for fluorine chemistry. Sulfuric acid is often sourced from Japan and South Korea, while chloroform is mainly imported from the USA and Germany.

These sources of imports are strategically chosen to ensure supply security and optimize production costs. The dependence on these countries reflects global trade flows and the availability of raw materials.

Market Share: Estimated 10-15% in the specialty chemicals market (2026)

EBITDA Margin: 25% (2025)

Navin Fluorine International Limited has a significant competitive advantage in the specialty chemicals sector, particularly due to its strong market position and innovation capabilities. The company has gained a technological edge through continuous investments in research and development, enabling it to offer specialized and high-margin products.

The EBITDA margin of 25% demonstrates the company's ability to operate efficiently and generate high profits, indicating effective cost control and strong pricing power. Additionally, Navin Fluorine benefits from long-term contracts with major international customers, which stabilizes revenue and reduces the risk of market fluctuations.

Overall, the competitive advantage is supported by a combination of technological leadership, strong customer loyalty, and operational efficiency.

Institutional Investor Share: 38% (estimated, 2026)
Insider Buys/Sells: No significant changes in the last year (2026)

The institutional investor share in Navin Fluorine International Limited is estimated to be around 38%. This figure reflects the confidence of institutional investors in the company and its future growth prospects.

Regarding insider buys or sells, there have been no significant changes in the last year. This could indicate that the management and other insiders are satisfied with the current company strategy and development.

Market share of Navin Fluorine International Limited: Estimate: 8-10% (2026)

Main competitors and their market shares:

1. SRF Limited: Estimate: 15-18%
2. Gujarat Fluorochemicals Limited: Estimate: 12-15%
3. Tata Chemicals Limited: Estimate: 10-12%
4. Aarti Industries Limited: Estimate: 7-9%
5. Atul Limited: Estimate: 5-7%

Navin Fluorine International Limited has positioned itself well in the chemical industry, especially in the field of specialty chemicals. The company's moat mainly consists of its expertise in fluorine chemistry, long-standing customer relationships, and a strong R&D department that continuously develops innovative products.

Compared to its competitors, Navin Fluorine has a solid, but not necessarily superior, moat. Companies like SRF Limited and Gujarat Fluorochemicals Limited also have strong market positions and benefit from a wider product range and larger production capacities.

Competition in the industry is intense, and while Navin Fluorine scores with specialized products and technological innovations, the larger production capacities and diversified business models of its competitors could be seen as stronger moats.

Revenue Growth: 18% (2025) Profit Growth: 16% (2025) R&D Investments: 12% of revenue (2025)

Navin Fluorine International Limited has shown solid revenue and profit growth in recent years. With a revenue growth of 18% and a profit growth of 16% in 2025, the company demonstrates strong financial performance. These growth rates indicate an effective business strategy and strong demand for their products.

Furthermore, the company invests heavily in research and development, with 12% of revenue, signaling a future-oriented approach and potential for innovations. These investments could lead to new products and markets in the long term, further supporting growth.

In addition, Navin Fluorine holds a strong market position in the specialty chemicals industry, providing them with a competitive advantage. The industry itself shows stable growth forecasts, reducing the risk for investors.

Overall, the financial metrics and strategic initiatives suggest that Navin Fluorine International Limited could be a promising investment for investors interested in long-term growth.

Dividend Yield: 1.5% (estimated for 2026)
Dividend History: Continuous payout over the last 5 years

Navin Fluorine International Limited has regularly paid dividends to its shareholders in recent years. The dividend yield is estimated to be around 1.5% for 2026, based on past payouts and current stock price performance.

The company has a solid dividend policy and demonstrates a reliable payout history, indicating stable financial performance. Analysts view Navin Fluorine's dividend policy as sustainable, supported by consistent revenue growth and a strong market position in the specialty chemicals sector.