ALFA Finder| Revenue growth | Q4 FY26 revenue grew 22% YoY; FY26 revenue grew 11% YoY. |
|---|---|
| Margins | EBITDA margin sustained at 17.8% despite expansion overheads and supply disruptions. |
| Order book | Provisional approval from global customers for lithium electrolyte salts. |
| Demand visibility | Sustained visibility across core products; giga-scale battery manufacturing demand increasing. |
| Management confidence | High confidence in lithium-ion ecosystem and long-term growth trajectory. |
Growth
FY26 revenue reached ₹862 crore (+11% YoY). Q4 growth driven by volumes in specialty chemicals and inorganic segments.
Outlook
FY27 standalone revenue guidance: ₹875–950 crore. Pakhajan Phase 2 completion March 2027; battery chemical revenue target ₹300cr+ in FY27.
Risks
Pricing volatility in lithium/bromine, Middle East geopolitical supply chain disruptions, and temporary costs from Dahej facility reconstruction.
Earnings Call filed with NSE, NSE: NEOGEN. Summary written with AI assistance from the document.
Neogen Chemicals Ltd: key numbers
- Share price
- ₹2,856.30
- Market cap
- ₹8,581 Cr
- Revenue (annual)
- ₹862.0 Cr
- Net profit (annual)
- ₹28.75 Cr
- P/E (TTM)
- 212.3×Sector 29.3×
- 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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