| Revenue growth | 22% YoY Q4 growth, primarily driven by strong volumes. |
|---|---|
| Margins | EBITDA margin maintained at 17.8% despite supply chain disruptions. |
| Demand visibility | Strong demand visibility for lithium salts and electrolyte formulations. |
| Management confidence | Balanced tone despite significant capex revisions and timeline delays. |
Growth
FY26 revenue grew 11% volume-led; Inorganic chemicals segment surged 145% on demand for lithium compounds.
Outlook
FY27 standalone revenue guided at ₹875-950cr; combined FY29 revenue potential of ₹3700-4200cr.
Risks
Battery capex revised upwards from ₹1500cr to ₹1800cr; persistent project delays risk liquidity strain.
Earnings Call filed with BSE, NSE: NEOGEN. Summary written with AI assistance from the document.
Neogen Chemicals Ltd: key numbers
- Share price
- ₹2,795.40
- Market cap
- ₹8,398 Cr
- Revenue (annual)
- ₹862.0 Cr
- Net profit (annual)
- ₹28.75 Cr
- P/E (TTM)
- 207.8×Sector 35.5×
- Promoter holding
- 48.31%-4.70% QoQ
- FII holding
- 4.13%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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