Investor Presentation for Q2 & H1 of Financial Year 2026-27

October 30, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Fort, Bandra Kurla Complex, Bandra (East), Mumbai 400001 Mumbai 400051 Scrip Code: 532504 Symbol: NAVINFLUOR Dear Sir / Madam, Sub.: Investor Presentation for Q2 & H1 of Financial Year 2026-27 In accordance with Regulation 30 read with Schedule III of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Investor Presentation of the Company for the quarter and half year ended September 30, 2026 (Q2 & H1 of FY 2026-27) is enclosed. This intimation is also being made available on the Company’s website www.nfil.in. Kindly take this intimation on your record. Thanking You, Yours faithfully, For NAVIN FLUORINE INTERNATIONAL LIMITED Niraj B. Mankad President Legal & Company Secretary Encl.: a/a Investor Presentation 30th October 2026 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Navin Fluorine International Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third party statements and projections. H1 FY27 – Performance highlights Business Highlights SALES Operating EBITDA Rs. 2,235.8 Cr Rs. 764.5 Cr REVENUE & Y-O-Y GROWTH + 51% YoY + 69% YoY HPP Rs. 1144 Cr 41% Specialty Rs. 673 Cr 53% Operating EBITDA Margin Operating PBT CDMO Rs. 419 Cr 80% 34.2 % Rs. 619.2 Cr + 367 bps YoY + 93% YoY Consolidated Financials Q2 FY27 – Performance highlights Business Highlights SALES Operating EBITDA Rs. 1,190.7 Cr Rs. 407.5 Cr REVENUE & Y-O-Y GROWTH + 57% YoY + 14% QoQ + 66% YoY + 14% QoQ HPP Rs. 604 Cr 49% Specialty Rs. 348 Cr 58% Operating EBITDA Margin Operating PBT CDMO Rs. 239 Cr 78% 34.2% Rs. 336.0 Cr + 176 bps YoY + 5 bps QoQ + 87% YoY + 19% QoQ Consolidated Financials Q2 FY27 – Sustainable growth Revenues Operating EBITDA Rs. Crs Rs. Crs 1,191 1,045 892 357 701 725 Q3 FY25 Q4 FY36 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q3 FY25 Q4 FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Operating PBT Rs. Crs Rs. Crs 243 251 243 179 185 141 148 115 117 98 84 95 Q3 FY25 Q4 FY36 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q3 FY25 Q4 FY36 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Business Vertical - HPP Revenue In Rs. Crs Key Highlights +49% ✓ Revenue growth led by higher volume and improved realisations 404 ✓ Pricing environment for HFC continues to be firm with QoQ increase in realisation ✓ Increasing visibility for the upcoming capacities of HFC ✓ HFO supply contract with Solstice Advanced Materials US, Inc. extended by 4 years over the original 7 years and has an additional revenue potential of ~$180 million, Q2FY26 Q2FY27 taking the total contract value to ~ $590 million over the total contract period of 11 GEOGRAPHIC MIX years ✓ Capex for additional HFC capacity equivalent upto 15,000 MTPA of R32 is on track to be commissioned shortly Consolidated Financials Business Vertical - Specialty Chemicals Revenue In Rs. Crs Key Highlights +58% ✓ Sustained growth underpinned by strong order visibility in H2 & beyond ✓ Product pipeline continues to scale up across existing and new molecules ✓ De-bottlenecking MPP capacity at Dahej commissioned in September 26 ✓ Chemours project is targeted for completion by end of Q3 FY27; purchase orders are in place for delivery during Q4 FY27 Q2FY26 Q2FY27 GEOGRAPHIC MIX Consolidated Financials Business Vertical - CDMO Revenue In Rs. Crs Key Highlights +78% ✓ Strong momentum with FY27, backed by positive developments on pipeline molecules ✓ Continued deeper engagement with European CDMO major. Supported by: • Increasing demand for existing molecule • Expanding our footprint in the supply chain, qualification PO received ✓ Phase II - cGMP4 capex of Rs. 125 Crs is on track to operationalize by end Q4 FY27 Q2FY26 Q2FY27 ✓ Strategy -in-action : GEOGRAPHIC MIX • Balanced portfolio with good mix of late/commercial and early-stage molecules • Increasing footprint across range of promising therapeutic areas with global innovators- Oncology, Cardiovascular, Neurology and Animal health Consolidated Financials Incubating advanced materials Putting our strategy into action for developing a new high growth, high margin business vertical for the future. Building on core fluorination capabilities, the vertical will focus on niche applications in high growth sunrise sector – Data Centers, Electronics, Defence & Semiconductors. ADOPTION CAPACITIES Setting up adoption capacities to commercialise product pipeline. Capex : Rs. 90 Crs CHEMOURS PROJECT Setting up Initial commercial capacity to enable adoption of innovative liquid cooling product Capex : Rs. 120 Crs Driving AtmaNirbhar Bharat through DRDO TDF DRDO project for indigenous process development for a critical defence material Ongoing capex program HFC Chemours Project Renewable power Advanced Materials Phase II – cGMP4 project Additional HFC capacity Initial commercial capacity Investment in SPV for To set up adoption capacities Phase II - cGMP4 capex of Rs. Capex equivalent upto 15,000 for manufacturing to enable setting up of hybrid for Advanced Materials 125 Crs Details MTPA of R32 adoption of innovative liquid power plant cooling product • Reinforces sustainability Constructive global For expanding footprint • Incubate new value accretive • Increasing demand for through increased renewable demand-supply in the emerging and business vertical as a future existing molecule of energy adoption and Capex environment driven by innovative Advanced growth driver European CDMO major. continued progress toward Rational transition to low GWP Materials products decarbonization goals • Augment capability and cater [Showing first 8,000 characters — download PDF for full document]