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Earnings Call

NGL Fine - Chem Earnings Call: Key Takeaways

NGL Fine-Chem reported strong Q4 FY26 results with 57% YoY revenue growth and significant margin expansion. Management focuses on capacity expansion and penetrating regulated markets (Europe/US).

Why this was an Alfa AlertNot a filter event. Performance recovered significantly but did not exceed a specific prior quantitative guidance range by >10%.
Highlights
Revenue growth57% YoY in Q4; 36% YoY for full FY26.
MarginsEBITDA margin expanded 769 bps YoY to 14.35% in Q4.
Demand visibilityHealthy traction; quarterly run-rate of ₹150cr expected to stabilize.
Management confidenceHigh; citing broad-based recovery and resilient demand across geographies.

Growth

FY26 revenue grew 36% to ₹500.95cr; PAT surged 128% to ₹48.13cr. Q4 revenue hit ₹149.23cr.

Outlook

EBITDA margin target 15-18%; Phase II Greenfield commissioning Q2 FY27; ₹210cr total capex; 10 new products annually.

Risks

Geopolitical issues raising freight/raw material costs; forex mark-to-market provisions; regulatory delays for USFDA audits.

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