| Revenue growth | 20% YoY; 22% Q-o-Q. |
|---|---|
| Margins | EBITDA Margin improved 210 bps YoY to 11.2%. |
| Order book | Postponement of some orders due to logistical challenges. |
| Demand visibility | Strong domestic demand backed by GST 2.0 implementation. |
| Management confidence | High; citing 'China + 1' and domestic demand momentum. |
Growth
Revenue grew 20% YoY to Rs. 403 Cr; PAT rose 61% YoY to Rs. 28 Cr.
Outlook
Announced Rs. 130 Cr brownfield capex for integrated facilities targeted by H1FY28; aiming to double market share.
Risks
Supply-side utility constraints and geopolitical logistical challenges caused a 3% Q-o-Q volume de-growth.
Last quarter's promises, checked
Delivered
- Guided TDQ capex < Rs.250 Cr → delivered < Rs.250 Cr (= BEAT)
- Guided positive H2 volume growth → delivered 12% H2 growth (= BEAT)
- Guided Q4 volume run rate to sustain → delivered 9% YoY growth (= BEAT)
Partly delivered
- Guided 150 bps EBITDA improvement from FY26 base → delivered 210 bps YoY increase (= BEAT)
Missed
- Guided double-digit volume growth target → delivered 3% FY26 growth (= MISS)
Investor Presentation filed with BSE, NSE: NOCIL. Summary written with AI assistance from the document.
NOCIL Ltd: key numbers
- Share price
- ₹140.57
- Market cap
- ₹2,348 Cr
- Revenue (annual)
- ₹1,303 Cr
- Net profit (annual)
- ₹55.63 Cr
- P/E (TTM)
- 30.1×Sector 35.1×
- Promoter holding
- 33.76%+0.00% QoQ
- FII holding
- 5.29%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from NOCIL Ltd
All →NOCIL Employee Stock Options
NOCIL allotted 18,150 equity shares to senior management on exercising 2017 stock options at Rs 84.05 each. Paid-up capital rises to Rs 167.04 Crore.
NOCIL Earnings Call Transcript: Key Takeaways
NOCIL reported strong revenue growth driven by realizations, but volume contraction and rising input costs are squeezing margins.
- Call
- Guides 10% growth
NOCIL Investor Presentation: Key Takeaways
Q2FY27 revenue ₹427 Cr (+33% YoY), PAT ₹24 Cr (+98%), EBITDA margin 8.4%. Strategy: China+1 sourcing shift, ₹250 Cr Dahej TDQ expansion, integrated speciality rubber chemicals project.
NOCIL Q2 FY27 Results: Net Profit ₹24.1 Cr, Up 99.2% YoY
NOCIL Ltd reported revenue from operations of ₹426.9 Cr (+33.2% YoY) and net profit of ₹24.1 Cr (+99.2% YoY) for Q2 FY27.
- Key figure
- Net profit ₹24.1 Cr · +99.2% YoY
NOCIL Other Announcement
NOCIL Ltd submitted the Compliance Certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018 for the quarter ended 30th September, 2026.
NOCIL Board Meeting Date
NOCIL Limited's board will meet on October 29, 2026, to approve un-audited financial results for the quarter ended September 30, 2026. This is a prior intimation of a future board meeting.