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Earnings Call

NGL Fine - Chem Earnings Call: Key Takeaways

NGL Fine Chem reports a strong recovery in FY26, driven by higher volumes and expanded intermediate production. However, management remains cautious about returning to peak historical margins due to persistent global competition and cost pressures.

Why this was an Alfa AlertNot a filter event. Results indicate a recovery rather than a material beat of specific prior guidance.
Highlights
Revenue growth36% YoY growth in FY26 driven by volume and intermediate expansion.
MarginsTargeting 15-18% EBITDA; current improvement aided by partial price pass-throughs.
Demand visibilityStrong traction across geographies, particularly Latin America and Europe.
Management confidenceBalanced; optimistic on volume but cautious on returning to peak margins.

Growth

FY26 revenue grew 36% YoY to ₹500.95cr; EBITDA more than doubled with 531bps margin expansion.

Outlook

Targeting ₹150cr+ quarterly revenue; Phase 2 Tarapur commissioning early Q2 FY27 adds ₹350-400cr peak capacity.

Risks

Global oversupply from China persists; freight and raw material volatility impacting fixed-price contracts.

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