Navin Fluorine International Ltd

Revenue growth was driven by all verticals, contributing to a 106% YoY increase in operating EBITDA to Rs 207 crore. This improved the EBITDA margin to 28.5% from 19.2% in Q1 FY25. High-performance product revenue grew due to increased volume and higher prices. The Dahej & Surat speciality chemical plants are operating at optimal capacity.

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Posted very strong Q3 FY26 numbers.

Anuish Ganatra on Chemours Project:


This is an interesting article on liquid cooling from Chemours on data center two-phase immersion cooling.

It claims to (as per the article):

Reduce cooling-related energy consumption by up to 90%.
Lower total data center energy use by 40%.
Reduce the physical footprint of servers by 60% and virtually eliminate water consumption

6 Likes

Very good set of numbers

Disc - Invested and biased

1 Like

Excellent Q1FY27

All three verticals delivered strong Q1
Advanced Materials is now a declared fourth vertical

Chemours cooling-liquid project signal management’s intent to build a material
business unit by decade-end, modelled on the CDMO success.

Became net debt-free during the quarter, strengthening the balance sheet for the
ongoing CapEx cycle.

4 Likes