Event Type: The company will be interacting with Analysts/Investors through One on One & Group Meetings hosted by Goldman Sachs India - Hidden Gems conference.

Date and Time: The event is scheduled for 12th October 2026. The specific time was not mentioned in the disclosure.

Purpose: The interaction will discuss Q1 FY27 performance highlights and business updates based on the enclosed investor presentation.

Management Participants: While specific participants for the meet were not listed, the presentation mentions Mr. Nitin G. Kulkarni as Managing Director and Mr. Anish Ganatra as Chief Financial Officer. Mr. Niraj B. Mankad, President Legal and Company Secretary, signed the regulatory filing.

Presentation Availability: The presentation to be made at the meetings is enclosed with the regulatory filing. The intimation is also available on the Company's website at www.nfil.in.

UPSI Statement: The company stated that "Discussions will be based on publicly available information."

Financial Period Discussed: Q1 FY27 (April-June 2026) results are the primary focus of the presentation.

Financial Highlights:

  • Consolidated Net Revenue from Operations: Rs. 1,045.08 Cr, +44% YoY, +11% QoQ
  • Consolidated Operating EBITDA: Rs. 357.07 Cr, +73% YoY, +11% QoQ
  • Consolidated Operating EBITDA Margin: 34.2%, +566 bps YoY, -8 bps QoQ
  • Consolidated Operating PBT: Rs. 283.27 Cr, +101% YoY, +13% QoQ
  • Consolidated Profit After Tax: Rs. 243.31 Cr, +108% YoY, +14% QoQ
  • Standalone Net Revenue from Operations: Rs. 694.68 Cr, +28% YoY, +11% QoQ
  • Standalone Profit After Tax: Rs. 190.64 Cr, +69% YoY, +41% QoQ

Business Vertical Performance:

  • HPP: 33% YoY revenue growth, AHF facility commenced operations in Q4 FY26
  • Specialty Chemicals: 48% YoY revenue growth, strong order visibility
  • CDMO: 82% YoY revenue growth, continued engagement with European CDMO major

Capex Program Update:

  • HFC Expansion: Rs. 236.5 Cr capex for additional capacity equivalent to 15,000 MTPA of R32, commissioning by Q3FY27, peak revenue potential ~Rs. 600-825 Cr per annum
  • MPP Debottlenecking: Rs. 75 Cr capex at Dahej, commissioning by Q3FY27, peak revenue potential ~Rs. 140-160 Cr per annum
  • Chemours Project: Rs. 120 Cr capex (35% customer funded), commissioning by Q2FY27
  • Renewable Power: Rs. 15.73 Cr investment for 14.9 MW hybrid capacity

Strategic Themes: The presentation emphasized the company's 3P strategy (Products, Platform, Partnerships), R&D capabilities with Rs. 48.71 Cr spend in FY26, and ESG commitments including 30% reduction in carbon emissions by 2030 and 50% use of renewable electricity by 2030.

Additional Notes Section

The disclosure included a comprehensive 28-page investor presentation with detailed financial statements, business vertical analysis, capex plans, governance framework, and sustainability goals.

Financial data was extensively disclosed in the presentation, including complete profitability statements for both consolidated and standalone operations for Q1 FY27 with YoY and QoQ comparisons, as well as FY26 and FY25 annual figures.