ALFA Finder| Revenue guidance | 5.9% → 15.0% Raised by 9.1 percentage points |
|---|---|
| Management target | Revenue 15.0% FY28 |
| Revenue growth | 34% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin expanded 260 bps to 19.3%. |
| Order book | Firm contracts for lithium electrolyte salts with four international customers. |
| Demand visibility | Strong international demand for non-FEOC compliant battery materials. |
| Management confidence | High, citing strong volume growth and peak organo-lithium utilization. |
Growth
Q1 FY27 revenue at ₹250 crore (up 34% YoY); PAT surged 67% to ₹17.1 crore.
Outlook
Standalone FY27 revenue guidance raised to ₹950-1,050 crore. Targeting ₹2,400-2,900 crore total revenue by FY29.
Risks
Global supply chain volatility, elevated freight costs, and dependency on lithium price pass-through mechanisms.
Last quarter's promises, checked
Delivered
- Guided standalone FY27 revenue ₹875-950cr → delivered guidance raise to ₹950-1,050cr (= BEAT)
- Targeted electrolyte plant trial runs in Q1 FY27 → delivered trial runs initiated (= BEAT)
- Guided volume-driven growth strategy → delivered 34% revenue growth led by volume (= BEAT)
Partly delivered
- Targeted commercial production Q2 FY27 → delivered trial phase; commercial start imminent (= PARTIAL)
Earnings Call Transcript 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.
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