ALFA Finder| Revenue growth | 31.97% YoY; volume-led per management |
|---|---|
| Margins | EBITDA margin 17.68%, +341 bps YoY, +94 bps QoQ; near-term pressure ahead |
| Demand visibility | Robust demand across segments and geographies; no numeric visibility |
| Management confidence | Reasonably confident of improved consolidated profitability at optimum utilisation |
Growth
Revenue +31.97% YoY and +14.05% QoQ; EBITDA +63.52% YoY; PAT +68.74% YoY but -11.68% QoQ.
Outlook
No numeric guidance. Utilisation to reach 30-40% in 2-3 quarters; EU registrations transfer by end-2027; ₹220.72 Cr Tarapur capex incurred.
Risks
Phase II depreciation, interest and staff costs to weigh on margins until utilisation reaches 30-40%.
Last quarter's promises, checked
Delivered
- Phase II commissioning early Q2FY27 → commissioned Q2FY27 (= BEAT)
- EBITDA margin 15-18% from Q2 → 17.68% (= BEAT)
- ~₹150 Cr quarterly run-rate → ₹158.71 Cr (= BEAT)
Partly delivered
- Phase II commercial production H2FY27 → commissioned; utilisation 30-40% only in 2-3 quarters (= PARTIAL)
Missed
- Phase II capex ₹210 Cr → ₹220.72 Cr incurred (= MISS)
- EU business from H2FY27 → EU registrations transfer by end-2027 (= MISS)
Investor Presentation filed with BSE, NSE: NGLFINE. Summary written with AI assistance from the document.
NGL Fine - Chem Ltd: key numbers
- Share price
- ₹2,934.30
- Market cap
- ₹1,813 Cr
- Revenue (annual)
- ₹500.9 Cr
- Net profit (annual)
- ₹48.13 Cr
- P/E (TTM)
- 28.4×Sector 43.8×
- Promoter holding
- 72.49%+0.00% QoQ
- FII holding
- 0.04%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NGL Fine - Chem Ltd
All →NGL Fine - Chem Q2 FY27 Results: Net Profit ₹16.2 Cr, Up 68.8% YoY
NGL Fine - Chem Ltd reported revenue from operations of ₹158.7 Cr (+31.9% YoY) and net profit of ₹16.2 Cr (+68.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹16.2 Cr · +68.8% YoY
NGL Fine - Chem Board Meeting Date
NGL Fine-Chem will hold a board meeting on November 6, 2026 to approve unaudited standalone and consolidated results for the quarter and half year ended September 30, 2026. The trading window stays closed until 48 hours after results.
NGL Fine - Chem Other Announcement
NGL Fine Chem Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Listing Regulations.
NGL Fine - Chem Promoter Buying (Off-Market)
NGL Fine Chem received SEBI exemption for inter-se transfer of 29.09% promoter shares to family trusts. Total promoter holding remains unchanged.
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
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