NAVINFLUOR.NSE

Navin Fluorine International Ltd.

Despite market jitters, several small-cap Indian companies showcased remarkable profit growth in the December quarter. Craftsman Automation led the pack with a 353% surge, followed by Delhivery and Navin Fluorine, highlighting strong performance across diverse sectors like automotive, logistics, and specialty chemicals. This earnings rebound offers a promising outlook.

In this briefing: Primer: Zydus Wellness (ZYWL IN) - Feb 2026 Lucror Analytics - Morning Views Asia Aequitas: JSW Cement IPO Lockup Expiry - US$180m Lockup Release, But Shares Have Traded Down Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact HSIE Results Daily: BSE, Navin Fluorine International, The Ramco Cements... 1. Primer: Zydus Wellness (ZYWL IN) - Feb 2026 Zydus Wellness holds a dominant market position in several of its core product categories, including a near-monopoly in the sugar substitute market with 'Sugar Free' holding a 95.9% share, and a leading position in the glucose powder segment with 'Glucon-D' at 58.8%. The company is strategically expanding its portfolio into high-growth areas like protein-centric functional nutrition and international markets, with recent acquisitions such as Naturell India (RiteBite Max Protein) and the UK-based Comfort Click. Despite strong brand leadership, the company faces challenges from high revenue concentration in seasonal products, leading to earnings volatility, and margin pressure from volatile commodity prices and intense competition in the personal care segment.

In this briefing: Aequitas: JSW Cement IPO Lockup Expiry - US$180m Lockup Release, But Shares Have Traded Down Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact HSIE Results Daily: BSE, Navin Fluorine International, The Ramco Cements... Healthcare Global Enterprises Ltd - Guiding Steady Growth Ahead Jyothy Labs Ltd - Volumes Drive a Steady Quarter; Maintain HOLD 1. Aequitas: JSW Cement IPO Lockup Expiry - US$180m Lockup Release, But Shares Have Traded Down JSW Cement Limited (9858514Z IN) raised around US$410m in its IPO in August 2025. The lockup on its pre-IPO investors is set to expire soon. JSW Cement (JSWC) is a cement manufacturing company in India focused on manufacturing green cementitious products comprising blended cement, ordinary portland cement, ground granulated blast furnace slag, among other products. In this note, we will talk about the lockup dynamics and possible placement. 2. Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact Aditya Birla Capital Ltd (ABCAP IN) will be added to a global index later this month and passive trackers will need to buy a significant number of days of ADV.

In this briefing: Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact HSIE Results Daily: BSE, Navin Fluorine International, The Ramco Cements... Healthcare Global Enterprises Ltd - Guiding Steady Growth Ahead Jyothy Labs Ltd - Volumes Drive a Steady Quarter; Maintain HOLD Mahanagar Gas Ltd - Largely Inline Q3; Volume Growth on Track 1. Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact Aditya Birla Capital Ltd (ABCAP IN) will be added to a global index later this month and passive trackers will need to buy a significant number of days of ADV. The impact in terms of delivery volume to buy is much higher and the stock looks underpositioned relative to the estimated passive buying. Aditya Birla Capital Ltd (ABCAP IN) could outperform peers in the short-term and there will be profit taking closer to implementation of the changes. 2. HSIE Results Daily: BSE, Navin Fluorine International, The Ramco Cements... BSE: BSE delivered a strong quarter with revenue rising 16.4% QoQ and 60.8% YoY, led by sustained traction in transaction revenue and strong book-building and listing fees Adjusted PAT (ex-labor laws provision, additional SGF, and impairment) came in at INR 6.5bn vs our estimate of INR 6.2bn Transaction revenue, contributing 77% of total revenue, surged 26% QoQ on continued gains in options market share and recovery in industry volumes Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.