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Earnings Call

Neogen Chemicals Earnings Call: Key Takeaways

Neogen Chemicals delivered strong Q4 FY26 results with consolidated revenue growing 22% YoY to ₹247cr. Strategy focuses on high-growth battery materials and agrochem segments.

Why this was an Alfa AlertNot a filter event. Results and guidance are in line with strategic targets without a confirmed material beat above prior guidance.
Highlights
Revenue growth22% YoY in Q4 FY26.
MarginsConsolidated EBITDA margins sustained at 17.8%.
Demand visibilityStable across core and emerging applications.
Management confidenceHigh; promoters infused ₹161cr capital.

Growth

Q4 FY26 Revenue up 22%; Standalone PAT surged 182% YoY (low base effect). Consolidated FY26 Revenue grew 11%.

Outlook

FY27 revenue guidance: ₹875–950cr (standalone). Significant expansion in Electrolytes and Lithium Salts at Pakhajan and Dahej.

Risks

Supply chain disruptions, elevated input costs from Middle East tensions, and increased finance costs from high CAPEX.

Source

Earnings Call filed with BSE, NSE: NEOGEN. Summary written with AI assistance from the document.

Read the document ↗

Neogen Chemicals Ltd: key numbers

Share price
₹2,385.20
Market cap
₹7,166 Cr
Revenue (annual)
₹862.0 Cr
Net profit (annual)
₹28.75 Cr
P/E (TTM)
201.5×Sector 37.5×
Promoter holding
48.31%-2.92% QoQ
FII holding
4.51%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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19:49 IST BSE
Capital Structure Change

Neogen Chemicals Capital Structure Change

Neogen Chemicals' subsidiary, Neogen Morita New Materials Limited, approved a preferential issue of 7,20,000 equity shares worth ₹76.80 Crore to Morita Investment Limited.

Value
₹76.80 Cr
19:12 IST BSE
Credit Rating

Neogen Chemicals Credit Rating

CRISIL Ratings reaffirmed and revised outlooks for Neogen Chemicals and subsidiary Neogen Ionics' facilities and debt, citing improved financial risk profile and completed QIP funding.

18:19 IST BSE
Debt & Borrowing

Neogen Chemicals Debt & Borrowing: ₹1.63 Cr

Neogen Chemicals has paid the interest on its listed non-convertible debentures for September 2026, totaling ₹1.63 Crore.

Value
₹1.63 Cr
16:53 IST BSE
Other Announcement

Neogen Chemicals Other Announcement

Neogen Chemicals Ltd has submitted its quarterly shareholding pattern disclosure as per SEBI regulations. This routine filing details the current equity distribution among promoters and public shareholders.

00:33 IST BSE
Capital Structure Change

Neogen Chemicals Capital Structure Change

Neogen Chemicals Limited allotted equity shares via a Qualified Institutional Placement (QIP). The allotment increases the total paid-up share capital of the company.

00:33 IST BSE
Fund Raise

Neogen Chemicals Fund Raise of ₹600 Cr

Neogen Chemicals is raising funds via a Qualified Institutional Placement of 26.61 lakh equity shares. This issuance is valued at approximately ₹600 Crore.

Value
₹600.0 Cr