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Nirmal Bang Report
While growth visibility in specialty chemicals remains very solid, mainly led by agrochemicals, the management believes this space would become crowded over the next two-three years. Therefore, while Navin Fluorine International Ltd. is continuously working towards moving up the value chain in agrochemicals through application-based approach, the same model could be replicated in newer areas such as electronic materials.
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Electronic materials has been identified as the fourth business unit, wherein capex, team building etc. are expected to start gradually from FY24/FY25. Three key sub-categories in this segment are:
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energy storage solutions,
solar and
semiconductors.
Reasonable contribution from this segment is expected over the medium term; but, a lot hinges on how the electric vehicle story and value chain evolves in India.
While currently, the electronic materials business is at a very small scale and predominantly serves the exports markets through partnerships, the domestic market is expected to be the key focus area going forward with application-based approach.
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