Discover and read the best of Twitter Threads about #NavinFluorine

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Detailed Analysis on the business of #NavinFluorine 🧪🧪

CMP - ₹3942

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NFIL was incorporated in 1967 and is part of the Padmanabh Mafatlal Group. It is one of the largest manufacturers of specialty fluorochemicals in India with manufacturing facilities at Surat and Dahej in Gujarat and at Dewas in Madhya Pradesh. The company
manufactures specialty fluorochemicals in its Surat and Dahej facility which find applications in end-use industries such as Pharmaceuticals, Agrochemicals, Dyes and Pigments and others. The company does its CRAMS operations from its facility at Dewas in Madhya Pradesh which
Read 36 tweets
To understand the strength of a chemical business, it is very important to understand the chemistry, to understand it one should study the value chains of those businesses.

In this 🧵 we have studied value chains of various businesses

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Read 14 tweets
#Navinfluorine Q3 2022 Concall Highlights 🧪👨‍🔬

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Operational Highlights

1. Operating revenues stood at ₹367 Cr registering growth of 24% YoY

2. EBITDA grew by 21% YoY to ₹98 Cr with margins at 27%
3. 58% of revenue contribution from high value business and rest 42% from legacy business

4. Growth momentum of 10% YoY in high value business and 50% in legacy businesses
5. As per customers, the overall demand was slow due to inventory pile up, with revival in demand the existing inventory is now consumed and order for new inventory will soon be in pipeline from H2
Read 14 tweets
Its weekend...and time for deep dive for next #megatrend in the making ..

Can #textiles be the sector in 2022 what did speciality chemicals used to be in 2016-17??

Yes you are right speciality chemicals baskets have been 15-20 baggers in the last 5 years

#Navinfluorine from 270 in 2016 to 4000 in 2021
#Vinatiorganics from 200 in 2016 to 2200 in 2021
#Aartiindustries from 135 in 2016 to 1200 in 2021
And lots many…

First of all, let us understand what’s exactly changed during 2016 for speciality
chemicals and can history repeat itself in the case of textiles:

Flashback 2016:

Back in 2016 china had a dominant market share of 67 % in speciality and commodity chemicals.
Due to rising Air pollution, Chinese regulations decided to shut down chemical factories
Read 23 tweets
#Navinfluorine investor presentation Q2fy21

Revenue 512 cr
High value business
H1FY20/H1FY21 - 253/332 ,increase 32%
Ebidta - 146 cr
Operating PBT - 125cr

H1FY21 revenue contribution from high value business - 65%

#Nifty #sensex #StockMarket #stocks
Revenue 308 cr
High value business Q2Fy20/Q2Fy21- 141/201 ,increase 42%
Ebidta 93cr
PBT 83cr


Legacy business 253/180 ,decrease 29%

High value business
253/332 ,increase 32%

Total revenue 506/512 ,increase 1%

Operating Ebidta 128/146

Speciality chemicals well balanced growth driven by life sciences & crop science segments

CRAMS Strong customer traction augurs well


Speciality business
180/199 ,increase 11%
CRAMS 72/133, increase 84%
High value business units 253/332,increase 32%
#crams #cdmo
Read 6 tweets
Navin fluorine
Traction in life & crop science business
Speciality chemicals & CRAMS(Dewas plant with cGMP) accounted for 64% sales in q1fy21
Company AR FY20,25% drugs approved by USFDA in fy19 contained fluorine molecules
Traditional inorganic fluoride & refrigerant business impacted due to slowdown in steel,glass industry due to COVID
$410mn 7 year contract starting q4fy22 for supply of high performance product in fluorochemical space,longterm visibility,capex $61.5mn thru debt,internal accruals
EV/EBIDTA of 29.74 it's more richly valued compared to Aarti,SRF
Fluorospar 60% raw material cost for navin,main producer China,company has dependance of 20%
Shift of businesses from China will aid Navin
Read 6 tweets
Thread on Fluorine (F) containing APIs (F-APIs):

Around 30% of Modern drugs & about half of the blockbuster drugs contain fluorine atoms.

F-applications are on a continuous surge. It took more time to understand and develop the Chemistry of Fluorine (1/1)
due to complexities associated with it. Lately, Medicinal Chemist discovered importance of the Fluorine in drugs and now this tiny atom has become indispensable in the drug discovery field. Fluorine gives superb properties to Drug molecules (2/2)
The presence of Fluorine is evenly distributed in all modern drugs and agrochemicals. Early applications and household usage of Fluorochemicals were as refrigerant gases. #GujaratFluorochem & #NavinFluorine were early players (3/3)
Read 9 tweets
Long @ 1655


Risk 1% on portfolio. Image
Long @ 1695

Total Risk 1.6% of Portfolio Image
Exited @ 1667. Taking too much time & not working out. Sold at breakeven.
Read 3 tweets

Long @ 1202

WIB Breakout

Missed on Friday, so caught it today on pullback Image

Long @ 1202 Image
New ATH at 1409.95 & 2nd Entry at 1305. 1st is already free now!

Yesterday stop saved by mere 5 points, but was hoping this move today. Thankfully it acted as expected! ImageImage
Read 5 tweets

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