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Earnings Call

NGL Fine - Chem Earnings Call: Key Takeaways

NGL Fine-Chem delivered strong FY26 performance with revenue up 36% to ₹501cr and PAT up 127% to ₹48cr, driven by volume growth in the animal health segment.

Why this was an Alfa AlertNot a filter event. No explicit prior guidance range was provided to compare against the achieved numbers.
Highlights
Revenue growth36.03% YoY in FY26; 57% YoY in Q4FY26.
MarginsEBITDA margin improved from 9.20% (FY25) to 14.51% (FY26).
Demand visibilityStrong volume momentum witnessed across entire product portfolio.
Management confidenceHigh; stated business is clearly back on a growth trajectory.

Growth

FY26 Revenue grew 36.03% YoY; EBITDA increased 114.62% with margins expanding to 14.51%.

Outlook

Greenfield expansion at Tarapur (₹210cr capex) on track; Phase II commissioning shifted to early Q2FY27 with production from H2FY27.

Risks

High freight costs, raw material volatility, forex mark-to-market provisions, and gas/labor shortages delaying Phase II capex.

Source

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

Read the document ↗

NGL Fine - Chem Ltd: key numbers

Share price
₹2,906.10
Market cap
₹1,795 Cr
Revenue (annual)
₹500.9 Cr
Net profit (annual)
₹48.13 Cr
P/E (TTM)
31.4×Sector 50.4×
Promoter holding
72.49%-0.25% QoQ
FII holding
0.05%Current quarter

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

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17:22 IST BSE
Legal & Regulatory

NGL Fine - Chem Legal & Regulatory

NGL Fine Chem received a GST Show Cause Notice for FY 2022-23 with a total demand of ₹6.19 Crore. The company intends to contest the notice.

Value
₹6.19 Cr
From
Office of the Deputy Commissioner of State Tax
15:27 IST BSE
Production Started

NGL Fine - Chem Production Started

NGL Fine-Chem Limited has commenced commercial production at Phase II of its Greenfield facility in Tarapur. The total investment for the expansion facility is approximately ₹222 Crore.

Value
₹222.0 Cr