Navin Fluorine Share Price Target 2026, 2027, 2028, 2029, 2030
- Market Cap
- ₹39,245 Cr
- Book Value
- ₹775
- Stock P/E
- 60.6
- Dividend Yield
- 0.20%
- ROE
- 19.6%
- ROCE
- 21.0%
- PEG Ratio
- 2.83
- EV/EBITDA
- 35.8
Fundamentals from Screener.in, as of 5 Aug 2026. Live price via Yahoo Finance.
Navin Fluorine share price today
Navin Fluorine (NSE: NAVINFLUOR) works the periodic table’s most difficult column. Fluorine chemistry — corrosive, dangerous, capital-hungry — has a global shortage of practitioners, and molecules containing fluorine are exactly what agrochemical and pharma innovators increasingly design. Navin’s stack runs from legacy refrigerants through specialty fluorochemicals to a CDMO arm making patented fluorinated molecules for global innovators.
After a leadership transition and a capex digestion phase, execution has re-accelerated — new plants commissioning, CDMO order momentum returning. At 60.6×, our universe tags it wait: scarcity chemistry deserves a premium; this one still prices flawlessness.
Scarce chemistry, long contracts
The moat is handling competence: fluorine’s danger is the barrier to entry. Once an innovator qualifies Navin for a patented molecule, switching is a multi-year regulatory event — CDMO revenue is annuity-shaped. The specialty book (agro intermediates, performance materials) rides the same fluorination trend, and refrigerant transitions (HFC phase-downs) keep the legacy business cash-generative through regulatory scarcity.
Watch-items: CDMO order cadence (lumpy by nature), capex commissioning timelines (D/E 0.32 reflects the build-out), the 27% promoter holding — lowest on our mid-cap list — and agrochem-cycle softness in specialty volumes.
The numbers
From our research universe snapshot (5 Aug 2026):
| Metric | Value |
|---|---|
| Market cap | ₹39,245 Cr |
| P/E (TTM) | 60.6 |
| EV/EBITDA | 35.8 |
| Operating margin | 32.6% |
| ROE / ROCE | 19.6% / 21.0% |
| Debt to equity | 0.32 |
| Sales CAGR (5y) | 23.0% |
| Profit CAGR (5y) | 21.4% |
| Promoter holding | 27.1% |
| EPS (TTM) | ₹126.0 |
Navin Fluorine share price target 2026 to 2030
EPS base ₹126.0 (TTM). Bear: agro cycle drags and CDMO stays lumpy — 10% growth, multiple at 34×. Base: new capacity fills and CDMO compounds — 17% growth at 46×. Bull: fluorination demand outruns global supply — 23% growth at 58×.
| Year | Bear (34×, +10%) | Base (46×, +17%) | Bull (58×, +23%) |
|---|---|---|---|
| 2026 | ₹4,710 | ₹6,780 | ₹8,990 |
| 2027 | ₹5,185 | ₹7,935 | ₹11,055 |
| 2028 | ₹5,700 | ₹9,285 | ₹13,600 |
| 2029 | ₹6,270 | ₹10,860 | ₹16,725 |
| 2030 | ₹6,900 | ₹12,705 | ₹20,575 |
From ₹7,629, the base case is ≈ +67% over four and a half years; the bear is −10%. Scarce-chemistry franchises rarely stay cheap — the range below marks the drawdowns when they briefly do.
Reasons to own Navin Fluorine (at the right price)
- Fluorine-handling competence is a global scarcity — the barrier is danger itself.
- CDMO annuities: patented-molecule contracts with multi-year switching costs.
- 32.6% operating margins evidence real pricing power, not capacity arbitrage.
- The capex wave is commissioning — revenue arrives as depreciation peaks.
- Fluorinated-molecule design trends in agro and pharma are decade-length.
The risks: 60× with 21% ROCE leaves the multiple doing heavy lifting, promoter holding at 27% invites speculation each cycle, and CDMO lumpiness makes quarters unpredictable.
Should you buy at the current price?
The live buy range below is for members — where chemistry scarcity meets price sanity.
FAQ
What is the Navin Fluorine share price target for 2030? Base case ≈ ₹12,705 (46× on 17% compounded growth), bear ≈ ₹6,900, bull ≈ ₹20,575. Arithmetic above.
Why is fluorine chemistry so defensible? Hydrofluoric acid handling is lethal when done wrong — decades of safety competence, specialised plants and regulatory records form a moat capital alone cannot buy.
What is the CDMO business here? Contract development and manufacturing of fluorinated molecules still under patent, for global agro/pharma innovators — qualified-supplier annuities, not generic competition.
When are Navin Fluorine’s next results? Track the exact date on our results calendar.
This article is research and education, not personalised investment advice. We are not SEBI-registered advisers. Price targets are scenario arithmetic, not promises. Do your own research and consult a registered adviser before acting.