Analysts/Institutional Investor Meet/Con. Call Updates

PADMANABH t,.,._ NAVIN FLUORINE MAFATLAL International Limited GROUP November 11, 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, Subject: Intimation of Schedule of Analyst / Institutional Investor Meets Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we would like to inform you that the officials of Navin Fluorine International Limited (‘the Company’) will be interacting with Analysts / Investors on November 16, 2026 and November 17, 2026. The details are as under: Mode of Date Conference detail Type of Interaction Interaction November 16, 2026 & One on One & Group 360 One-Trinity Asia Conference Physical November 17, Meeting 2026 Presentation to be made at the Meetings is enclosed. Discussions will be based on publicly available information. Kindly note that changes may happen due to exigencies on the part of Host / Company. This intimation is also being made available on the Company’s website at www.nfil.in Kindly take this intimation on record. Thanking you, For NAVIN FLUORINE INTERNATIONAL LIMITED Niraj B. Mankad President Legal and Company Secretary Navin Fluorine International Limited 602, 6th Floor, Natraj By Rustomjee, M.V. Road, Western Express Highway, Near Kanakia 351 Building, Andheri (East), Mumbai 400069 India. T: +91 22 6650 9999 E: info@nfil.in W: www.nfil.in • • • CIN : L24110MH1998PLC115499 PADMANABH ~( NAVIN FLUORINE I MAFATLAL J~ International Limited • GROUP Investor Presentation 30th October 2026 Safe Harbor ~( NAVIN FLUORINE International Limited 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 ~( NAVIN FLUORINE International Limited 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 COMO Rs. 419 Cr 80% 34.2% Rs. 619.2 Cr + 367 bps YoY + 93% YoY Consolidated Financials Q2 FY27 - Performance highlights ~( NAVIN FLUORINE International Limited 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 COMO 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 ~( NAVIN FLUORINE J~ International Limited Revenues Operating EBITDA Rs. Crs Rs. Crs 1,191 1,045 701 725 = = = = Q3 FY25 Q4 FY36 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q3 FY25 Q4 FY25 Q1 FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Operating PBT Rs. Crs Rs. Crs 243 251 179 185 141 148 115 117 98 84 95 = = = = = = Q3 FY25 Q4 FY36 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Q3 FY25 Q4 FY36 Q1 FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Business Vertical - HPP ~( NAVIN FLUORINE J~ International Limited Revenue In Rs. Crs Key High I ights ✓ Revenue growth led by higher volume and improved realisations ✓ 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 v 44% be commissioned shortly Business Vertical - Specialty Chemicals ~( NAVIN FLUORINE J~ International Limited Revenue In Rs. Crs Key High I ights ✓ Sustained growth underpinned by strong order visibility in H2 & beyond 220 ✓ 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 v 33% Business Vertical - CDMO ~( NAVIN FLUORINE J~ International Limited Revenue In Rs. Crs Key Highlights ✓ 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 v o3% innovators- Oncology, Cardiovascular, Neurology and Animal health Incubating advanced materials ~( NAVIN FLUORINE J~ International Limited 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 ~ :'5I I 1I I : Setting up adoption capacities to commercialise _l!::::!j_ product pipeline. QQlllllJP Capex: Rs. 90 Crs '-./ I I I I CHEMOURS PROJECT S [Showing first 8,000 characters — download PDF for full document]