Navin Fluorine Shares Surge Over 6% as Jeferies Reiterates ‘Buy’ With a Target of ₹ 5,280

Shares of Navin Fluorine International Ltd. Climbed more than 6 percent on tuesday, June 17, Hitting a fresh 52-wheek high after jeferies maintained a bullish stance on the specialty chemicals firm. The brokerage reiterated its “boy” rating and set a price target of 5,280, indicating a potential UPSIDE of 17 Percent from Monday’s Closing.

According to jeferies, Navin fluorine is strategically positioned to monetise the 2,000 Crore Capex It Has Invested Over the Past Three Years. These investments, the brokege noted, are expected to convert into long-term contracts, driving sustainable earnings growth in the year ahead.

Earnings Growth and Contract Pipeline Provide Visibility

Jefferies Expects Earnings Per Share (EPS) for Navin Fluorine to Rise at a Cagr of 35 Percent Over FY25 -FY27, LED by Improving Asset Turnover. The metric reflects how efficiently a company utilies its assets to generate revenue –ky for a capital-intented business like specialty chemicals.

A Pipeline of New Contracts in Specialty Chemicals, CDMO (Contract Development and Manufacturing Organization) And High-Performance Products is expected to Materialise in FY25. These developments, jefferies said, would enhance growth visibility from fy28 online.

Navin fluorine, according to the note, has also qualified for a new molecule with bayer, expected to begin commercial production by Q3Fy26. Another molecule is currently under final qualification. Meanwhile, Jeferies Remains Optimistic About The Stability of R32 Prisies, Citing Us Production Cuts and Chinese Supply Constrants as Key Drivers.

Morgan Stanley also turns positive

Adding to investor optimism, morgan stanley upgraded navin fluorine to ‘Equal-Andight’ from ‘from’ under-weight ‘, with a revised target of 4,160 from 3,242 earlier. The Foreign Brokerage AckNowledGed That While Fy25 has Seen MUUUTED DEMAND and Pricing Pressure, The Browader Sector Outlook is now Improving.

Morgan Stanley also raised the Valuation Multiples for Navin Fluorine’s Contract Manufacturing and Advanced Materials Business to 25x Earnings, UP from 20-22x earlier. This move was backed by a strong order book, margin improvement, and robust execution, signaling a more optimistic view on the company’s medium-term principles.

Stock price performance

Navin fluorine’s stock surged as much as 6.2 percent to hit its 52-wheek high of 4,792.30. From its 52-wheek low of 3,164 in September 2024, The Stock has now Rallied over 51 percent. Over the past year, shares have gained more than 27 percent, showing consistent strength despite intermittent corrections.

In June 2025 Alone, The Scrip is up over 9 percent, recovering from a 5.7 percetic drop in May. This following follows a 7.4 percent gain in April, 12 percent raly in March, A 9.3 Percent Fall in February, and a Massive 28 Percent Jump in January, Indicating Heightened Investor Interest.

Overall, the recent surge in Navin Fluorine’s stock price is supported by strong fundamentals and renewed confidence from top brokers. With jefferies and morgan stanley both backing the company’s diversified contrast pipeline, long-term growth visibility, and efficient Capex Utilisation, Investor SENTION HAS TURNESIND InsureAnty

While Short-Term Volativity Remains A Factor, The Company’s Focus on Expanding Its Specialty and CDMO SEGMENTS, COPLED With Favouble Pricing Dynamics, POSTIONS It Well For Sustained Earnings Momentum. For Investors Seeking Exposure to High-Quality Specialty Chemical Plays, Navin Fluorine Cold Offer Both Offer Both Growth Potential and Valuation Re-Raring in the Medium Term.

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