ALFA Finder| Revenue growth | 34% YoY consolidated revenue growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margins improved to 19.3% from 16.9% YoY (consolidated). |
| Demand visibility | Strong domestic and global demand for battery materials and specialty chemicals. |
Growth
Consolidated revenue rose 34% to INR 250.3 crore; EBITDA up 53% to INR 48.2 crore; PAT surged 67% to INR 17.1 crore.
Outlook
Projecting significant expansion in battery chemicals; total estimated project cost for Neogen Ionics (Dahej/Pakhajan) at INR 1,795 crore.
Risks
Higher finance costs (up 64% YoY) due to debt for CAPEX; geopolitical supply chain inflation; temporary Dahej plant shutdown costs.
Last quarter's promises, checked
Delivered
- Guided Q4FY26 revenue growth → delivered 22% YoY growth (= BEAT)
- Guided EBITDA margin stability → delivered 17.8% (= BEAT)
- Guided standalone revenue INR 875-950cr for FY27 → reaffirmed in current call (= BEAT)
Partly delivered
- Guided Dahej commissioning Q1FY27 → delayed to June 2026 due to labor shortages (= PARTIAL)
Investor Presentation filed with BSE, 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.
More from Neogen Chemicals Ltd
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- Value
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